A Financial Plan in One Page with Carl Richards

As a man, one of your primary responsibilities is to provide.

Now, if you’ve ever tried to create a financial plan or met with someone who did it for you, you understand what a confusing and frustrating process it can be. My guest today is a CERTIFIED FINANCIAL PLANNER™ and author of The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money and The One-Page Financial Plan: A Simple Way to Be Smart About Your Money.

He’ll share with us how easy it can (and should be) to finally get on track with your money. We’ll also explore why we make the decisions that we do when it goes against everything that we know.

Meet 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.

Carl has 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).

You can lean more about Carl and his projects at www.behaviorgap.com.

“It seems like making good financial decisions has become more important and at the same time is more complex.” Tweet That— Carl Richards

What You’ll Learn

How to simplify the financial planning process
How to find the things that matter when it comes to planning your finances
How our own genetics get in the way
How to find your own values and goals around your money decisions
How to recognize what is urgent and what is important
Why human beings are bad investors
The pitfalls when it comes to investing

Three Rules for Success

Show up
Embrace Uncertainty
Ask Yourself What is to be Done Next

“The days to of working at the same place for 30 years and retiring happy with a pension are long gone.” Tweet That— Carl Richards

Action Steps

Join Order of Man facebook page.
Enter the drawing for The One-Page Financial Plan

Giveaway

Carl Richards has been gracious enough to provide three copies of his new book, The One-Page Financial Plan. In order to enter the drawing for one of these copies, you’ll need to leave us a rating and review for the Order of Man Podcast in iTunes. Leave a review here.

Once you do that, take a screen shot and email it to me at [email protected] or share it on our Facebook Page. That’s it! You’re entered for the drawing on 04/28/2015.