Podcast Episodes
Back to Search1381 | Holding Space & Crunchy Bits
Episode 1381
In this episode, Carl introduces the idea of “crunchy bits” and emotional resonance—those subtle moments in a conversation when something important i…
9 months ago
1380 | Go-Deeper Transitions
Episode 1380
In this episode, Carl explores how real financial planning conversations actually deepen. While initial questions matter, they’re only the doorway. T…
9 months ago
1379 | The Skill That Actually Matters: Listening
Episode 1379
In this episode, Carl names the core skill at the heart of real financial planning: listening. Not just hearing words, but practicing presence, intui…
9 months ago
1378 | The Planner's Role: Facilitator, Not Calculator
Episode 1378
In this episode, Carl reframes the role of the planner in what he calls real financial planning. The job isn’t to calculate or construct meaning, but…
9 months ago
1377 | Real Financial Planning Happens IN Conversation
Episode 1377
In this episode, Carl makes a clear and challenging claim: Real financial planning can only happen in conversation—not in forms, intake sheets, or to…
9 months, 1 week ago
1376 | The Presenting Problem vs. Desired Future State
Episode 1376
In this episode, Carl shares a pattern he’s seen hundreds of times: people who’ve “won the game” financially, yet quietly ask, "Is this all there is?…
9 months, 1 week ago
1375 | Measuring What Matters, Not What's Easy
Episode 1375
In this episode, Carl pushes deeper into a core tension of real financial planning: if it’s not about money, what are we actually measuring? His answ…
9 months, 1 week ago
1374 | What Is Real Financial Planning
Episode 1374
In this episode, Carl gets more concrete about what he means by real financial planning. Prompted by repeated questions of “yes, but how do you actua…
9 months, 1 week ago
1373 | Goals Grow Out of Purpose
Episode 1373
In this episode of Behavior Gap Radio, Carl explains why goals should grow out of purpose, not the other way around. Rather than starting with number…
9 months, 1 week ago
1372 | Writing the Statement of Purpose
Episode 1372
In this episode of Behavior Gap Radio, Carl walks through how to write a Statement of Financial Purpose and why it matters more than values lists, sl…
9 months, 2 weeks ago