Money & Purpose

Blind Spots, Behavior Gaps, and Why Simplicity Is Hard with Carl Richards


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Marianne Poon, CFA, sits down with Carl Richards, creator of the Behavior Gap sketches and former New York Times columnist. Learn why financial planning is more about behavior than math, how to spot the blind spots holding you back, why simplicity requires navigating the messy middle first, and how to align your spending with what actually makes you happy, not just what you think should make you happy. More information: onyxfn.com | behaviorgap.com

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Money & PurposeBy Marianne Poon