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W4S 019 | Identifying Our Behavior Gap | Carl Richards, CFP

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Manage episode 180683024 series 1410064
Content provided by Marshall Vaughan - Founder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marshall Vaughan - Founder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the creator of the weekly Sketch Guy column in the New York Times and is a columnist for Morningstar Advisor.

On this episode Carl and I breakdown what the Behavior Gap is and how our own bad behavior results in us getting a smaller return on our investments!

Carl also shares what it first felt like when he first made the connection that he could simply communicate financial concepts through artistic sketches and shares how became involved in the Finance industry, entirely by accident.

Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his 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.

Show Notes:

  continue reading

26 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on October 15, 2018 01:38 (5+ y ago). Last successful fetch was on January 24, 2018 17:34 (6y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 180683024 series 1410064
Content provided by Marshall Vaughan - Founder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marshall Vaughan - Founder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the creator of the weekly Sketch Guy column in the New York Times and is a columnist for Morningstar Advisor.

On this episode Carl and I breakdown what the Behavior Gap is and how our own bad behavior results in us getting a smaller return on our investments!

Carl also shares what it first felt like when he first made the connection that he could simply communicate financial concepts through artistic sketches and shares how became involved in the Finance industry, entirely by accident.

Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his 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.

Show Notes:

  continue reading

26 episodes

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