Podcast Episodes
Back to Search1398 | Underdeveloped Consequence Comprehension
Episode 1400
In this episode, Carl questions one of the foundations of traditional financial planning: risk tolerance. Reflecting on decades of uneasy experience …
8 months, 1 week ago
1397 | Probability Is the Weak Link
Episode 1399
In this episode, Carl revisits the classic risk equation—risk equals probability times consequence—and explains why probability is often the weak lin…
8 months, 1 week ago
1396 | The Tool Is NOT the Thing
Episode 1398
In this episode, Carl shares a story about a surgeon retraining in his 50s to use new robotic tools—and uses it to explore a bigger idea: it’s easy t…
8 months, 1 week ago
1395 | Shift the Frame, Not the Content
Episode 1396
In this episode, Carl continues his series on the craft of asking better questions in financial planning, focusing on how to shift the frame—not just…
8 months, 1 week ago
1394 | Quality of Attention vs. Cleverness of Question
Episode 1395
In this episode, Carl shares a simple but powerful idea for better money conversations: ask questions that create a productive pause. Drawing on faci…
8 months, 2 weeks ago
1393 | Concrete Memory, Not Opinions
Episode 1394
In this episode, Carl makes the case that great planning doesn’t happen in spreadsheets—it happens in conversation. He explores a simple but powerful…
8 months, 2 weeks ago
1392 | The Most Overrated Form of Capital
Episode 1393
In this episode, Carl steps outside the planning series to share a reflection that’s been on his mind: Money may be the loudest form of capital, but …
8 months, 2 weeks ago
Bonus Sunday Episode: What Jobs Have You Given Money?
Episode 1397
In this special Sunday edition, Carl reflects on a quote from Debbie Millman: “Money is never about money. Instead, it's an intellectual exchange for…
8 months, 2 weeks ago
1391 | Step Two: Goals
Episode 1391
In this episode, Carl walks through the second step of purpose-based planning: turning purpose into goals. Rather than asking clients to name goals o…
8 months, 2 weeks ago
1390 | Step One: Define the Purpose
Episode 1390
In this episode, Carl walks through the first step of purpose-based planning: uncovering what truly matters before building any plan. He describes pu…
8 months, 2 weeks ago