Behavior Gap Radio

1391 | Step Two: Goals


Listen Later

In this episode, Carl walks through the second step of purpose-based planning: turning purpose into goals. Rather than asking clients to name goals out of thin air, he explains how goals naturally grow out of conversations about what matters, giving people permission to relax, guess, and explore without false precision. Carl shows how to frame, prioritize, and rank goals based on what’s truly at stake for each client, reminding us that goals are provisional, flexible, and meant to clarify direction, not lock anyone into a rigid plan.

Want more from Carl? Get the shortest, most impactful weekly email on the web! Sign up for the Weekly Letter from Certified Financial Planner™ and New York Times columnist Carl Richards here: https://behaviorgap.com/ 

...more
View all episodesView all episodes
Download on the App Store

Behavior Gap RadioBy Carl Richards

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

124 ratings


More shows like Behavior Gap Radio

View all
The Stacking Benjamins Show by StackingBenjamins.com | Money Podcast | Cumulus Podcast Network

The Stacking Benjamins Show

1,999 Listeners

Masters in Business by Bloomberg

Masters in Business

2,175 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,311 Listeners

ChooseFI by ChooseFI

ChooseFI

5,155 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

695 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,019 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

614 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,145 Listeners

The Long View by Morningstar

The Long View

931 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

246 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners

Ask The Compound by The Compound

Ask The Compound

338 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

184 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

139 Listeners