Our guest on the podcast this week is Carl Richards. Carl is a Certified Financial Planner and a Financial Advisor Communication Expert. His new venture is called The Society of Advice, which he describes as a global gathering of real financial advisors. Carl created the Sketch Guy column in The New York Times. And he is also author of 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. In addition, he hosts the Behavior Gap Radio podcast and also cohosts a podcast with financial planning guru Michael Kitces, called Kitces & Carl.

Background

Bio

The Society of Advice videos

“Carl Richards: ‘Let’s Focus on Being a Little Less Wrong Tomorrow’,” The Long View podcast, Morningstar.com, May 13, 2020.

Behavior Gap

The Behavior Gap: Simple Ways to Stop Doing Dumb Things With Money by Carl Richards

The One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Carl Richards

How I Invest My Money: Finance Experts Reveal How They Save, Spend, and Invest, edited by Joshua Brown and Brian Portnoy and illustrated by Carl Richards.

Sketch Guy

Kitces & Carl Podcast

Real Financial Planning

“Learning to Deal With the Imposter Syndrome,” by Carl Richards, behaviorgap.com, Oct. 26, 2015.

“Jason Zweig: Temperament Is Everything for Most Investors,” The Long View Podcast, Morningstar.com, June 29, 2021.

“Should You Buy Bitcoin? Ask a Different Question First,” by Carl Richards, nytimes.com, Jan. 5, 2018.

“The Single Most Valuable Asset Is Trust,” by Carl Richards, behaviorgap.com.

“The Value of an Advisor,” by Carl Richards, behaviorgap.com.

Financial Planning Process

Start With Why: How Great Leaders Inspire Everyone to Take Action, by Simon Sinek.

Bill Bachrach

George Kinder

Dan Sullivan, Strategic Coach

RescueTime

“Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions,” Podcast with Brad Johnson, Aug. 19, 2019.

The Private Client Lawyer Now and in the Future, by Russ Alan Prince.

Money Decisions

“How Do You Define Enough?” by Carl Richards, behaviorgap.com.

“How Much Is Enough?” by Carl Richards, behaviorgap.com.

“Time Off Is a Prerequisite for Good Work (Not a Reward for It): An Interview With New York Times Columnist Carl Richards,” by Jory MacKay, blog.rescuetime.com, June 7, 2018.

“Sure… #CrushIt. Then Get Some Rest,” by Carl Richards, behaviorgap.com.