From Poet to Life Planner with guest George Kinder

Rory was delighted to be joined on our latest podcast by George Kinder, founder of the Kinder Institute of Life Planning and internationally recognized as the father of the Life Planning movement. During this fascinating insight into ....

Planning & Philosophy in long-term investing

I had a great conversation in my latest podcast in July with David Walls, Head of Investment Sales in Zurich Life. Today I’d like to expand on some of our conversation in the area of long-term investing.   The importance of ....