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Financial Poise Radio


Note: Episodes 1-74 were produced under the name “Accredited Investor Markets Radio”. We changed the name to “Financial Poise Radio” starting with Episode 75.

May 29, 2015

In Episode 37 of Accredited Investor Markets Radio Carl Richards, the New York Times' "Sketch Guy", and Christopher Cahill discuss Carl's new book, 'The One-Page Financial Plan: A Simple Way to be Smart About Money'. Principal questions: Why are even financially sophisticated persons afraid of dealing with their own financial plans? How should our financial plans relate to our fundamental values? What questions should we ask any professional advisor?  Where did those great sketches of Carl's come from?

 

You can find out more about Carl Richards and his book here and here.

 

Or you can find him here:

Twitter: @behaviorgap

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About Carl Richards

 

Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States.

…our desire for validation comes with some serious blind spots. Income is relative to so many other factors that both the number of dollars earned and how they appear to be spent make for a worthless comparison.

He is the creator of the weekly Sketch Guy column in the  The New York Times, and is a columnist for Morningstar Advisor. 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 first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl’s art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson’s Gallery in New York, The Shultz Museum, and an upcoming exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.