Episode Details
Back to EpisodesCarl Richards: It Should Be OK to Relax Out Loud
Description
Our guest on the podcast this week is Carl Richards. Carl is a Certified Financial Planner and a Financial Advisor Communication Expert. His new venture is called The Society of Advice, which he describes as a global gathering of real financial advisors. Carl created the Sketch Guy column in The New York Times. And he is also author of two books: The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things With Money. In addition, he hosts the Behavior Gap Radio podcast and also cohosts a podcast with financial planning guru Michael Kitces, called Kitces & Carl.
Background
“Carl Richards: ‘Let’s Focus on Being a Little Less Wrong Tomorrow’,” The Long View podcast, Morningstar.com, May 13, 2020.
The Behavior Gap: Simple Ways to Stop Doing Dumb Things With Money by Carl Richards
The One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Carl Richards
How I Invest My Money: Finance Experts Reveal How They Save, Spend, and Invest, edited by Joshua Brown and Brian Portnoy and illustrated by Carl Richards.
Real Financial Planning
“Learning to Deal With the Imposter Syndrome,” by Carl Richards, behaviorgap.com, Oct. 26, 2015.
“Jason Zweig: Temperament Is Everything for Most Investors,” The Long View Podcast, Morningstar.com, June 29, 2021.
“Should You Buy Bitcoin? Ask a Different Question First,” by Carl Richards, nytimes.com, Jan. 5, 2018.
“The Single Most Valuable Asset Is Trust,” by Carl Richards, behaviorgap.com.
“The Value of an Advisor,” by Carl Richards, behaviorgap.com.
Financial Planning Process
Start With Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek.