This week we thought we would revisit an old episode reflecting on the question “what is real financial planning?” In this podcast episode, Wes and Justin welcome Carl Richards as a special guest. They discuss the concept of "real financial planning" and aligning one's use of capital with what is important to them. Carl emphasizes the importance of recognizing human tendencies and biases in financial decision-making and encourages a mindset of curiosity and experimentation. They also explore the role of financial planners as guides in a changing landscape and navigating uncertainty. Carl introduces the Society of Advice, a monthly membership program that focuses on personal growth and self-discovery. The episode concludes with a discussion on trusting one's intuition and making meaningful decisions.

In today’s episode we will cover:

We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

If you want to learn more about Carl Richards and all the great work he has done we encourage you to visit his website at The Society of Advice. Maybe you’re interested in taking your own planning in a new direction, in that case we would love to have you join us in one of our comingTransform Learning Series™. You can learn more at wesyounglive.com. Again, thank you for joining and we look forward to next time.

Follow Carl Richards –

LinkedIn

Instagram

Twitter