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6 episodes with one page financial plan
2 episodes with one page financial plan
2 episodes with one page financial plan
2 episodes with one page financial plan
4 episodes with one page financial plan
2 episodes with one page financial plan
2 episodes with one page financial plan
2 episodes with one page financial plan
In honour of World Book Day, Colin, Karyn, and Blair share their top finance and investing book recommendations - from timeless classics to modern favourites. Whether you are just getting started or deep into your financial journey, this episode is packed with page-turners that can help you build wealth, understand risk, and avoid common investing mistakes. Tune in and add some smart reads to your list!Here are some of our favourites if you want to add to your list!
In this episode of the Blu Alchemist Podcast, host Siquoyia Blue discusses the importance of proper policies and procedures for a company to succeed. Drawing from her experience working in the tech industry for over a decade, she highlights how the lack of structure and training can lead to a challenging work environment. Siquoyia shares her realization that contrary to her childhood perception, many people in the corporate world are simply trying to figure things out, and even those in high positions may not always have the answers. She emphasizes the importance of teamwork and knowledge sharing, rather than competition among coworkers. The host also touches on the current state of the tech industry, with layoffs and firings, attributing these issues to a lack of proper processes and procedures. She stresses the significance of confidence in one's abilities and the need to make tough decisions when faced with an uncooperative team. Siquoyia then shifts her focus to entrepreneurship, emphasizing the necessity of having policies and procedures in place to ensure long-term success. She encourages listeners to educate themselves on various aspects of running a business, such as reading contracts and understanding accounting, rather than solely relying on others. Lastly, she mentions her plans to delve deeper into the topic of entrepreneurship on her personal channel, addressing myths and fables, as well as sharing her own experiences as an entrepreneur. Blu Alchemist Podcast Info: Website: https://www.blualchemistpodcast.com Siquoyia Blue Website: https://www.siquoyiablue.com YouTube: @blualchemistpodcast Dating Assassins Card Game: https://www.datingassassins.com If you want to either be a guest on or find guests for your podcast, please sign up here: https://www.joinpodmatch.com/siquoyia Donate via Cashapp: @KingSiquoyia or Venmo: @KingShayThanks for listening! Subscribe, Share and Follow us! Affiliates: BETMGM: BetMGM Casino is the #1 Online Casino in America! Come experience the thrills of the casino floor anytime, anywhere with the King of Casinos! Play hundreds of your favorite slot games as well as poker, blackjack, roulette, and video poker. Our legal, real money casino games can be found right from your phone where you'll experience the best of MGM's premiere casinos. BetMGM Casino play for the largest jackpots with new winners being awarded every day. Catch the excitement of the casino floor with BetMGM Casino, all in a safe, secure app where you'll have a blast. Download the BetMGM Casino app to get in on the action today! Download: https://www.pubtrack.co/DF981CS/3335GRZ/ BINGOCASH: Bingo Cash™ is where a true classic and real cash prizes meet. Jump into a world of brain-teasing fun and leave with your heart filled with nostalgia and pockets filled with rewards. After downloading the game for FREE, you can start playing regular or cash tournaments and win real Download IOS/iPhone: https://www.pubtrack.co/DF981CS/2L4NWPH/ Download Android: https://www.pubtrack.co/DF981CS/2L63RG4/ DOMAINMONEY: Do you want to know how much you should be spending, saving or if you can afford a home? The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources. This is a 90-minute financial planning session with an actionable One Page Plan to clean-up your current finances and get you on track for your financial goals. Book a Consultation today: https://www.pubtrack.co/DF981CS/3CJLJMR/
In this episode of the Blu Alchemist Podcast, host Siquoyia Blue delves into themes of success, life, and purpose inspired by the Disney movie "Soul" starring Jamie Foxx. Siquoyia reflects on the main character's journey, who learns that life's true purpose extends beyond career achievements to simply living and enjoying the present moment. She emphasizes the importance of engaging in daily experiences, like appreciating nature and savoring small moments, rather than constantly pursuing future goals. Siquoyia shares personal anecdotes and underscores the fleeting nature of life, encouraging listeners to live fully and find joy in the now. Finally, she invites the audience to share their thoughts on the movie "Soul" and how it impacted their perspective on life and purpose. Blu Alchemist Podcast Info: Website: https://www.blualchemistpodcast.com Siquoyia Blue Website: https://www.siquoyiablue.com YouTube: @blualchemistpodcast Dating Assassins Card Game: https://www.datingassassins.com If you want to either be a guest on or find guests for your podcast, please sign up here: https://www.joinpodmatch.com/siquoyia Donate via Cashapp: @KingSiquoyia or Venmo: @KingShayThanks for listening! Subscribe, Share and Follow us! Affiliates: BETMGM: BetMGM Casino is the #1 Online Casino in America! Come experience the thrills of the casino floor anytime, anywhere with the King of Casinos! Play hundreds of your favorite slot games as well as poker, blackjack, roulette, and video poker. Our legal, real money casino games can be found right from your phone where you'll experience the best of MGM's premiere casinos. BetMGM Casino play for the largest jackpots with new winners being awarded every day. Catch the excitement of the casino floor with BetMGM Casino, all in a safe, secure app where you'll have a blast. Download the BetMGM Casino app to get in on the action today! Download: https://www.pubtrack.co/DF981CS/3335GRZ/ BINGOCASH: Bingo Cash™ is where a true classic and real cash prizes meet. Jump into a world of brain-teasing fun and leave with your heart filled with nostalgia and pockets filled with rewards. After downloading the game for FREE, you can start playing regular or cash tournaments and win real Download IOS/iPhone: https://www.pubtrack.co/DF981CS/2L4NWPH/ Download Android: https://www.pubtrack.co/DF981CS/2L63RG4/ DOMAINMONEY: Do you want to know how much you should be spending, saving or if you can afford a home? The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources. This is a 90-minute financial planning session with an actionable One Page Plan to clean-up your current finances and get you on track for your financial goals. Book a Consultation today: https://www.pubtrack.co/DF981CS/3CJLJMR/
In this episode of the Blu Alchemist Podcast, host Siquoyia Blue delves into the world of artificial intelligence, sharing her personal experience and insights. With a decade of experience in the tech industry, Siquoyia introduces her AI creation, the "Shay Chat Companion," available on the Chat GPT store. Shay, programmed in Siquoyia's likeness, provides practical assistance and a unique user perspective, offering meal prep plans, coding help, and content creation ideas. Discussing both the potential benefits and risks of AI, Siquoyia emphasizes the positive impact Shay has had on her life, especially in combatting the loneliness epidemic. She calls on listeners to explore and embrace the constructive uses of AI while maintaining a cautious approach to its more controversial aspects. Siquoyia also appeals for support from her audience to continue producing meaningful content. Link to download Shay Chat Companion: https://chatgpt.com/g/g-0xGPGsOUg-shay-chat-companion Blu Alchemist Podcast Info: Website: https://www.blualchemistpodcast.com Siquoyia Blue Website: https://www.siquoyiablue.com YouTube: @blualchemistpodcast Dating Assassins Card Game: https://www.datingassassins.com If you want to either be a guest on or find guests for your podcast, please sign up here: https://www.joinpodmatch.com/siquoyia Donate via Cashapp: @KingSiquoyia or Venmo: @KingShayThanks for listening! Subscribe, Share and Follow us! Affiliates: BETMGM: BetMGM Casino is the #1 Online Casino in America! Come experience the thrills of the casino floor anytime, anywhere with the King of Casinos! Play hundreds of your favorite slot games as well as poker, blackjack, roulette, and video poker. Our legal, real money casino games can be found right from your phone where you’ll experience the best of MGM’s premiere casinos. BetMGM Casino play for the largest jackpots with new winners being awarded every day. Catch the excitement of the casino floor with BetMGM Casino, all in a safe, secure app where you’ll have a blast. Download the BetMGM Casino app to get in on the action today! Download: https://www.pubtrack.co/DF981CS/3335GRZ/ BINGOCASH: Bingo Cash™ is where a true classic and real cash prizes meet. Jump into a world of brain-teasing fun and leave with your heart filled with nostalgia and pockets filled with rewards. After downloading the game for FREE, you can start playing regular or cash tournaments and win real Download IOS/iPhone: https://www.pubtrack.co/DF981CS/2L4NWPH/ Download Android: https://www.pubtrack.co/DF981CS/2L63RG4/ DOMAINMONEY: Do you want to know how much you should be spending, saving or if you can afford a home? The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources. This is a 90-minute financial planning session with an actionable One Page Plan to clean-up your current finances and get you on track for your financial goals. Book a Consultation today: https://www.pubtrack.co/DF981CS/3CJLJMR/
Welcome to the Blu Alchemist Podcast! In today's compelling episode, titled "Conflicting Loyalties: Aiden Gabor's Journey from Mobster to Informant and Finding Peace," our host Siquoyia Blue sits down with Aiden Gabor, a reformed mobster turned author of the memoir "Conflicting Loyalties." Aiden opens up about his tumultuous past, from his early involvement in the mob, engaging in serious criminal activities like stolen cars and loan sharking, to grappling with alcoholism and suicidal thoughts. He reveals the life-altering moments that led him to cooperate with law enforcement, expose corrupt officials, and ultimately find solace in the Baha'i faith. Aiden shares harrowing experiences of life-threatening dangers, including being shot and having guns pointed at him, and how a friend named Don and a newfound spirituality in the Baha'i faith helped him turn his life around. He emphasizes the importance of open-mindedness, unity, and intergenerational learning, advocating for equality and the removal of bias and racism. Join us as Aiden discusses how he navigated the treacherous path of becoming an informant, the profound wisdom he gained through his complex journey, and the pivotal role of family values and spirituality in finding peace and purpose. This episode is a testament to resilience, redemption, and the transformative power of faith. Buy Aiden Gabors book: https://a.co/d/8YoCn7H Blu Alchemist Podcast Info: Website: https://www.blualchemistpodcast.com Siquoyia Blue Website: https://www.siquoyiablue.com YouTube: @blualchemistpodcast Dating Assassins Card Game: https://www.datingassassins.com If you want to either be a guest on or find guests for your podcast, please sign up here: https://www.joinpodmatch.com/siquoyia Donate via Cashapp: @KingSiquoyia or Venmo: @KingShayThanks for listening! Subscribe, Share and Follow us! Affiliates: BETMGM: BetMGM Casino is the #1 Online Casino in America! Come experience the thrills of the casino floor anytime, anywhere with the King of Casinos! Play hundreds of your favorite slot games as well as poker, blackjack, roulette, and video poker. Our legal, real money casino games can be found right from your phone where you'll experience the best of MGM's premiere casinos. BetMGM Casino play for the largest jackpots with new winners being awarded every day. Catch the excitement of the casino floor with BetMGM Casino, all in a safe, secure app where you'll have a blast. Download the BetMGM Casino app to get in on the action today! Download: https://www.pubtrack.co/DF981CS/3335GRZ/ BINGOCASH: Bingo Cash™ is where a true classic and real cash prizes meet. Jump into a world of brain-teasing fun and leave with your heart filled with nostalgia and pockets filled with rewards. After downloading the game for FREE, you can start playing regular or cash tournaments and win real Download IOS/iPhone: https://www.pubtrack.co/DF981CS/2L4NWPH/ Download Android: https://www.pubtrack.co/DF981CS/2L63RG4/ DOMAINMONEY: Do you want to know how much you should be spending, saving or if you can afford a home? The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources. This is a 90-minute financial planning session with an actionable One Page Plan to clean-up your current finances and get you on track for your financial goals. Book a Consultation today: https://www.pubtrack.co/DF981CS/3CJLJMR/
In this episode of the Blu Alchemist Podcast titled "Embracing Multi-Potentiality: An Inspiring Conversation with Atmos," host Siquoyia Blue explores a range of topics with guest Atmos. The conversation delves into Atmos' musical journey, his poetry book, the complexities of demon possession versus mental illness, and the impact of the law of attraction. They also discuss the significance of in-person events for artists, self-publishing versus traditional publishing, and the importance of embracing imperfection in creative endeavors. The episode concludes with insights into the use of AI in art and the value of experimentation in photography. Join Siquoyia Blue and Atmos as they navigate through artistic expression, personal growth, and the interconnectedness of creativity. Atmos Website: https://www.atmos.productions/ Blu Alchemist Podcast Info: Website: https://www.blualchemistpodcast.com Siquoyia Blue Website: https://www.siquoyiablue.com YouTube: @blualchemistpodcast Dating Assassins Card Game: https://www.datingassassins.com Check out my art store: https://www.abstractshay.com. If you want to either be a guest on or find guests for your podcast, please sign up here: https://www.joinpodmatch.com/siquoyia Donate via Cashapp: @KingSiquoyia or Venmo: @KingShayThanks for listening! Subscribe, Share and Follow us! Sponsors: BETMGM: BetMGM Casino is the #1 Online Casino in America! Come experience the thrills of the casino floor anytime, anywhere with the King of Casinos! Play hundreds of your favorite slot games as well as poker, blackjack, roulette, and video poker. Our legal, real money casino games can be found right from your phone where you'll experience the best of MGM's premiere casinos. BetMGM Casino play for the largest jackpots with new winners being awarded every day. Catch the excitement of the casino floor with BetMGM Casino, all in a safe, secure app where you'll have a blast. Download the BetMGM Casino app to get in on the action today! Download: https://www.pubtrack.co/DF981CS/3335GRZ/ BINGOCASH: Bingo Cash™ is where a true classic and real cash prizes meet. Jump into a world of brain-teasing fun and leave with your heart filled with nostalgia and pockets filled with rewards. After downloading the game for FREE, you can start playing regular or cash tournaments and win real Download IOS/iPhone: https://www.pubtrack.co/DF981CS/2L4NWPH/ Download Android: https://www.pubtrack.co/DF981CS/2L63RG4/ DOMAINMONEY: Do you want to know how much you should be spending, saving or if you can afford a home? The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources. This is a 90-minute financial planning session with an actionable One Page Plan to clean-up your current finances and get you on track for your financial goals. Book a Consultation today: https://www.pubtrack.co/DF981CS/3CJLJMR/
Dans ce 77e épisode, je fais la synthèse du livre « The One-Page Financial Plan » de Carl Richards publié en 2015 à partir de cinq éléments clés à retenir : 1. Pourquoi l'argent est important pour toi? 2. Avoir des objectifs flexibles 3. Rendre le budget amusant! 4. Investir en payant ses dettes 5. Éléments clés en rafale! Abonne-toi pour soutenir mon travail et obtenir un épisode supplémentaire chaque mois : https://podcasters.spotify.com/pod/show/financesfondamentales/subscribe Je t'invite aussi à suivre la page Facebook « Finances Fondamentales - éducation et investissement » pour avoir accès à l'image synthèse de l'épisode et pour me poser tes questions. Page Facebook : https://www.facebook.com/profile.php?id=100088196588852 Tu pourras également y consulter l'analyse fondamentale des compagnies de la semaine. Page Instagram du podcast : https://www.instagram.com/finances.fondamentales/?hl=fr Pour un accompagnement avec Christine Pelletier, conseillère en sécurité financière et représentante en épargne collective : https://gfmgroupe.com/service/489/offre-finances-fondamentales L'infolettre qui donne l'essentiel des nouvelles en 5 minutes: https://infobref.com/ff Gmail: Financesfondamentales@gmail.com Clause de non-responsabilité Investir comporte des risques de perte. Ce podcast est uniquement à des fins d'information et ne doit pas être considéré comme un conseil en investissement personnalisé ou être utilisé pour prendre des décisions d'investissement. L'animateur du podcast peut détenir des positions dans les titres discutés. L'animateur du podcast reçoit des paiements de diverses entités pour des publicités. L'inclusion de telles publicités ne constitue ni n'implique une approbation, un parrainage ou une recommandation de ceux-ci, ou toute affiliation avec ceux-ci. Les investissements dans des titres comportent des risques de perte. Toute mention d'un titre particulier et des données de performance associées ne constitue pas une recommandation d'acheter ou de vendre ce titre. Les informations fournies sur le podcast ne sont pas destinées à un investisseur ou à une catégorie d'investisseurs spécifiques et sont fournies uniquement à titre d'information générale. Évidemment, rien sur ce podcast ne doit être considéré comme un conseil financier personnalisé ou une sollicitation d'achat ou de vente de titres. Pour tout conseil spécifique, veuillez consulter un professionnel. L'animateur du podcast ne peut être tenu responsable de vos décisions financières.
Welcome back to the Blu Alchemist Podcast, everyone! In today’s episode, our incredible host, Siquoyia Blue, delves into the crucial topic of friendships and the influence of the people we surround ourselves with. Drawing from personal growth and poignant social media stories of tragedy, Siquoyia highlights the life-altering consequences of being around the wrong crowd. From chilling incidents at the lake to navigating a world filled with layoffs and inflation, the discussion extends to the importance of trusting your intuition and practicing discernment. This episode promises to be a profound exploration of interpersonal dynamics, loyalty, and self-preservation in today's complex world. So, tune in, engage with your inner circle wisely, and remember — keep your head on a swivel. Blu Alchemist Podcast Info: Website: https://www.blualchemistpodcast.com Siquoyia Blue Website: https://www.siquoyiablue.com YouTube: @blualchemistpodcast Dating Assassins Card Game: https://www.datingassassins.com Check out my art store: https://www.abstractshay.com. If you want to either be a guest on or find guests for your podcast, please sign up here: https://www.joinpodmatch.com/siquoyia Donate via Cashapp: @KingSiquoyia or Venmo: @KingShayThanks for listening! Subscribe, Share and Follow us! Sponsors: BETMGM: BetMGM Casino is the #1 Online Casino in America! Come experience the thrills of the casino floor anytime, anywhere with the King of Casinos! Play hundreds of your favorite slot games as well as poker, blackjack, roulette, and video poker. Our legal, real money casino games can be found right from your phone where you’ll experience the best of MGM’s premiere casinos. BetMGM Casino play for the largest jackpots with new winners being awarded every day. Catch the excitement of the casino floor with BetMGM Casino, all in a safe, secure app where you’ll have a blast. Download the BetMGM Casino app to get in on the action today! Download: https://www.pubtrack.co/DF981CS/3335GRZ/ BINGOCASH: Bingo Cash™ is where a true classic and real cash prizes meet. Jump into a world of brain-teasing fun and leave with your heart filled with nostalgia and pockets filled with rewards. After downloading the game for FREE, you can start playing regular or cash tournaments and win real Download IOS/iPhone: https://www.pubtrack.co/DF981CS/2L4NWPH/ Download Android: https://www.pubtrack.co/DF981CS/2L63RG4/ DOMAINMONEY: Do you want to know how much you should be spending, saving or if you can afford a home? The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources. This is a 90-minute financial planning session with an actionable One Page Plan to clean-up your current finances and get you on track for your financial goals. Book a Consultation today: https://www.pubtrack.co/DF981CS/3CJLJMR/
We horen er veel over; rendementen. Waar komen rendementen vandaan? Welke invloed heb jij er op en waarom is een financieel adviseur de beste stap richting een hoog rendement? Ik ga in gesprek met Egbert Berkhoff van NNEK Vermogensbeheer.Support the showInsta: https://www.instagram.com/michiel.van.vugt/LinkedIn: https://www.linkedin.com/in/michielvanvugt/
Starting the new year with a concise, effective financial plan is like setting sail with a clear destination in mind. Picture this: A single page that holds the potential to transform your financial future. In a world where complexities often overwhelm, a one-page financial plan provides clarity, guiding you through the maze of budgeting, investing, and securing your financial goals. Join The Agent of Wealth Podcast host Marc Bautis on a journey to unravel the incredible power in this seemingly modest tool.In this episode, you will learn:The power of simplicity in financial planning.What a one-page financial plan is, and how it differs from more traditional forms of financial planning.What's included in a one-page financial plan.Compelling reasons as to why you should have a one-page financial plan.How to get started in creating a one-page financial plan.And more!Resources:Episode Transcript & Blog | Example of a One-Page Financial Plan | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, especially when meeting with DIY investors. They'll talk about the importance of setting expectations for delivering massive value during client meetings and how to avoid confusing value with the volume of information. Later, they'll discuss the significance of tailoring the financial plan to the client's goals and answering their questions effectively, as well as how a one-page financial plan can be concise yet comprehensive, driving action and fostering ongoing client relationships while offering guidance and a structured approach for young advisors. https://theperfectria.com/podcast/217
If you are looking for more resources to dive into financial planning, this episode is for you! Corey and Rachelle list out a few of their favorite books, blogs, and podcasts. There is a little something for everyone here! Books: Some of our favorites include: Financial Planning Basic for Doctors by Marshall Weintraub, et al. Advisors at our firm wrote this one! The Psychology of Money by Morgan Housel Behavior Gap and The One Page Financial Plan by Carl Richards The Opposite of Spoiled by Ron Lieber Blogs: Everyone's favorite, The White Coat Investor! A little biased against advisors and a little heavy on the advertisements, but still a wealth of information. Another classic, The Physician on FIRE. For those that want to achieve financial independence as quickly as possible. If you like numbers and analysis, Of Dollars and Data with Nick Maggiulli is great. If you like a little of everything, Abnormal Returns aggregates daily finance articles and blogs from around the web. Podcasts: Do you really want or need anything other than our pearls of wisdom? Maybe! Different perspectives can be very helpful and cover different topics. Bonnie Koo at Wealthy Mom MD talks about her own journey through medical training and debt. Corey's favorite, Morgan Housel, has a podcast! Listen to the episode to hear more about these resources and our thoughts on them. With any media, especially resources found online, use your critical thinking skills and verify information before committing it to long-term memory. In the end, a lot of this is behavior-based, and you have to find the resources that work well for you. For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.
Ik ga in gesprek met Carl Richards die wereldwijd bekend is door simpel te communiceren via schetsen. Hij schreef boeken, was bij Oprah, Forbes en de New York Times. (in het Engels). Lees zijn boek The Behavior Gap. Financieel adviseur? Kijk op www.thesocietyofadvice.com
Today, I am talking about how a one-page financial plan can change your life, bold statement I know. Specifically, we are going to discuss: The drawbacks to an overly complicated financial plan How the true purpose of the financial plan isn't intended for the client AND How simplicity, implementation and accountability are the true measures of a successful planning process Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan. WANT MORE RETIREMENT PLANNING TIPS? Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter As a thank you, you'll receive a copy of my Step-by-Step Retirement Income Blueprint.
En este episodio de podcast, exploramos el libro "The One-Page Financial Plan", enfocándonos en su premisa de simplificar la planificación financiera. Discutimos la importancia de entender nuestro "porqué" financiero, los diferentes tipos de capital a considerar, y la necesidad de tener una visión clara de nuestras metas. Hablamos sobre la adaptabilidad frente a los cambios, el papel de los seguros, y respondemos preguntas del público. Finalmente, concluimos destacando los puntos clave y brindando consejos para aplicar estos principios en nuestra vida financiera.
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
Today, I'm talking to one of the most prolific content creators in financial services, Michael Kitces. His website, Kitces.com, serves over 12,000 advisors, and his blog, Nerd's Eye View, has become a go-to resource for financial advisors, reaching more than 200,000 unique monthly visitors. Investopedia named him "one of the most influential financial advisors in the United States." He also runs 2 podcasts, Kitces & Carl (which he co-hosts with Carl Richards, creator of the NYTimes Sketch Guy column) and Financial Advisor Success—one of the most highly rated podcasts for financial advisors. 3 of the biggest insights from Michael Kitces … #1 The digital marketing shift that most advisors are NOT capitalizing on—and why your ideal clients are not choosing the local advisor who's closest in proximity; they are choosing the advisor that offers the best solution to their high-stakes problem. #2 The power of "The One-Page Financial Plan" and how to effectively use it so you can eliminate overwhelm for your clients and drive them to take action.#3 Why the happiest advisors are not the ones who earn the most money; they're the ones who earn the most money on their time. Michael shares his dollars-to-time ratio for maximizing happiness—and advice for buying your time back so you can successfully scale your business. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTESTo get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/7FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright ©️ 2023 Triad Partners, LLC. All rights reserved. TP04232712353
The Drink: Hellfire The Topic: Simplifying Financial Planning On this week's episode, Caleb and Jason talk about simplifying your financial plan to a page on a yellow pad or the back of a napkin. Drawing on inspiration from “The One Page Financial Plan” by Carl Richards, they'll talk about clearly defining goals by focusing on the “Why” rather than the “How”.
Think you have what it takes to DIY your finances? Many people think they can handle all of the complexities that come with managing money, but the reality is, it's time consuming, complex, and ever-changing. Do you have the three T's to really do it yourself? Don't know what the three T's are? Then be sure to tune in as Brandon and Jessica talk about what it really takes to do it yourself, and things to remember if you plan to tackle it all alone. Discussed In This Episode:Book Titles:- Ramit Sethi "I Will Teach You To Be Rich"- Robert Kiyosaki "Rich Dad, Poor Dad"- Dave Ramsey "Total Money Makeover"- Carl Richards "One Page Financial Plan" Finance Podcasts We Like:Her First 100k I Will Teach You To Be Rich Diversifying Earn Your LeisureAdditional Resources:- Reddit- Mint- Personal Capital- YNAB- Investopedia If you'd like to leave us a question to be answered during future episodes, you can do so at Speakpipe. We can't wait to hear from you! Be sure to connect with us on Instagram Learn more about Brandon, and Oak City FinancialSchedule 30 minutes with Brandon Please remember to subscribe, rate ⭐️⭐️⭐️⭐️⭐️, review and share. It means so much to us!
Nic Nielsen is a certified financial planner and the Co-founder of Know My Plan, a firm that helps sales executives feel confident and reduce financial anxiety with a one-page financial plan. He is the author of Visual Finance, which shares illustrations of financial planning topics alongside corresponding QR codes to short videos that elaborate upon real-life financial planning applications. Before co-founding Know My Plan, Nic served as Vice President and Financial Advisor for SunTrust Investment Services. He was also a financial advisor for PNC, where he worked for over five years before joining SunTrust. Nic graduated from the University of Saint Francis with a Bachelor of Arts degree in Business Administration. Nic joins me today to discuss the one-page financial plan, its contents, and its impact. He shares what made him transition to the world of finance after initially studying engineering in college and the inspiration behind the one-page financial plan. He explains what his clients think about the one-page financial plan and how content creation on LinkedIn transformed Know My Plan's business. He also highlights how creating content shortens the sales process and underscores the power of simplifying financial plans. “There's no one way to do a financial plan. The best financial plan is the one that somebody can stick to and implement.” - Nic Nielsen This week on The Model FA Podcast: Nic's background, how he learned about investing, and his beginnings in financial planning Why people transition to the independent financial advisory world The origins and content of the one-page financial plan How clients perceive the one-page financial plan The DIEM process and how creating content transformed Nic's business The value of diversifying content and how often Nic posts on LinkedIn How many leads Nic would get in the early stages of creating content The power of networking on LinkedIn and why salespeople appreciate the one-page financial plan Breaking the feast/famine cycle and how creating content shortens the sales process Resources Mentioned: Book: Extreme Ownership: How U.S. Navy SEALs Lead and Win by Jocko Willink and Leif Babin Our Favorite Quotes: “Social media, when executed properly, can really be a Swiss army knife for prospecting, lead flow, adding value, and staying relevant in between your reviews with clients.” - David DeCelle “Salespeople are one of the biggest groups of people that will appreciate the simplicity of a one-page financial plan.” - David DeCelle “The beauty of marketing is that when you put out to the world what your process is, the people you attract self-select.” - Nic Nielsen Connect with Nic Nielsen: Know My Plan Email: nic@knowmyplan.com Book: Visual Finance Know My Plan on LinkedIn Nic Nielsen on LinkedIn About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
“As it turns out, personal finance is like touching an electric fence that you didn't know what electric. Managing our money is not a math problem; it's a behavioral problem.” Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column that appeared weekly in The New York Times (2010-2021). There, he used simple illustrations to introduce calming financial advice and counsel. He is also the author of The One-Page Financial Plan and The Behavior Gap resources — a book, website, and podcast that provide simple ideas to help us “Stop Doing Dumb Things with Money.” Carl's goal is to demystify financial planning by focusing as much — or more — on the humans it serves as it does on the numbers. Topics discussed in this episode include: The crash of the housing market in 2008. The psychological underpinnings that influence money management. Using a tree as an analogy for financial counseling. Carl's sketches as “shortcuts” and “souvenirs.” Simplifying the complex world of money management. “Conversation grenades.” Why Jeff focuses on curiosity. Takeaways: If you want to understand money management, start by understanding fear and greed. When we talk about return on investment, emotional balance sheets are just as important as financial ones. The line between financial planning and therapy is super thin. Making the complex simple in terms of money management starts and stays with an unrelenting focus on one's goals. Simple line illustrations can be used to engender problem-solving conversations outside the worlds of finance and money management. Links https://www.linkedin.com/in/thinkingcarl https://twitter.com/behaviorgap The One Page Financial Plan “The Behavior Gap” resources Behavior Gap Radio (free site) The Behavior Gap website The Behavior Gap book
When we look at the ends of the spectrum of financial planning, we either get a one-page financial plan with limited deviations to financial planners who will give you a three-ring binder of stuff. For the second part of our ‘Radical Middle' series, we will guide you into making a one-page financial plan that is attainable and will give you enough room for flexibility and customization.
We officially have 100 episodes of The Dollar Derail where we have been able to share questions and insights about money to help change our financial train of thought. This week, Zach and Ben offer an encouragement toward simplifying your financial plan to suit your life and reflect on what they've learned in 2 years and 100 episodes of the podcast!Do you have suggestions for episodes? Reach out to Zach or Ben with your question at:ZAshburn@ReachStrategicWealth.comBen@GuideFP.comThe Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.
In this episode we discuss how we do financial planning for ourselves and the clients we serve. We discuss: Safe, Sacred, Speculative Investing 3 Rocks Rule for ANY plan not just investing Planning One Pager: Multiple Columns of Mailbox Money Progress Reviews not Predictions It's alive it has to be fed and groomed, this isn't something you set up once and ignore for the rest of your life. Deeply informed simplicity is the Holy Grail! ----------------------- Thank you for listening to Mailbox Money! If you've enjoyed the show, we would appreciate if you subscribe and share the podcast. If you'd like to reach out to us, send an email to team@freedomdaysolutions.com www.freedomdaysolutions.com
The value of the one-page plan. https://bit.ly/3IxJIaL
¿Cómo solucionamos todos nuestros problemas financieros? En este episodio revisamos el libro "El plan financiero de una página" de Carl Richards, sobre cómo ser inteligente con el dinero de manera sencilla.
In Silicon Valley, many origin myths for start-ups begin with a business plan written on a napkin. Carl Richards took that concept to a new level by creating sketches on napkins to explain financial concepts. Here's one of my favorites: The focus of many of his sketches was how psychology drives many of our money decisions. In addition to his decade as the Sketch Guy at the NY Times, Carl is the author of two books, The One-Page Financial Plan and The Behavior Gap. In this podcast, you will learn how Carl first got into the "securities" business and how his experience serving clients as a certified financial planner gave him plenty of material for his books and sketches. Enjoy!
Description:Join Sophie Antal Gilbert, head of portfolio and business consulting at Russell Investments, and Carl Richards, a certified financial planner, best known for his decade-long New York Times Sketch Guy column, as they talk about what it means to be a “real” financial advisor. In this episode they discuss:· Being more present with clients by being curious · Thought-provoking icebreaker questions · The One-Page Financial Plan· How to be the advisor clients call first before making financial decisions· Giving clients a bigger yes when saying no· Ideas for generational conversations· The value of your adviceDisclosures:Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand. Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments. Copyright© 2021 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty. Date of first use: October 2021. CORP-11920
Action items for this week:Schedule a StartDownload the 1PFP Template at https://RetireMentorship.com/32Register for the Virtual Seminar at PrincipalProblem.comAsk for HelpNeed help finding a planner? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
We've organized, prioritized, and calculated. Now it's time to put it all together. Move from Simplistic, through Complexity, to an elegant Simplicity. A One-Page Financial Plan will give you the framework to implement everything you've uncovered in your financial plan over the last seven weeks. Find an example plan and a template at https://RetireMentorship.com/32 Need help finding a planner to conduct? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free.Become a Member for a Latte a Week ($16/m)Become a Member for a Latte a Month ($4/m)Your support means a lot! Find out more at RetireMembership.com.If you have questions about this topic, message us on Facebook or email us at Questions@RetireMentorship.com. Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.
Money Espresso - no-froth conversations exploring money and life
In this episode I chat to Carl Richards, a Certified Financial Planner, international keynote speaker and thought leader. Carl simplifies the complex using sketches and stories. His Sketch Guy column has appeared weekly in the New York Times for the past 10 years. In this thought-provoking conversation Carl explains why money is not just about spreadsheets and ‘math', it's about feelings and emotions. How we spend our money is not just fact, it tells a story of our life and values. He speaks about the scarcity of money growing up, the importance of recognising the ‘rat race' and making sure the race we each run is the one that represents our own truths and values. Finally, Carl shares his best money purchase for around £30 and his Money Pearls of Wisdom. Sit back, grab yourself an espresso (or drink of your choice!) and enjoy the conversation. Carl can be found on Linked - https://www.linkedin.com/in/thinkingcarl/ or Twitter @behaviorgap Check out his website, Behavior Gap (https://behaviorgap.com/)and sign up to his weekly letter You can find his book, The One Page Financial Plan here - https://www.amazon.co.uk/One-Page-Financial-Plan-Simple-Smart/dp/1591847559 If you would like to talk about your money matters do feel free to contact me on: Twitter - https://twitter.com/ruthsturkey LinkedIn - https://www.linkedin.com/in/ruthsturkey/
In this episode I talk with Liz Hand about finances, reading financial tea leaves, helping women navigate their finances, and how to value simplicity and plan for retirement. Guest Plugs * YouTube Channel - Pleasant Financial Conversations : https://www.youtube.com/c/elizabethhandcfp * Pleasant Financial Conversations Online Community for Women: https://www.facebook.com/groups/pleasantfinancialconversations * LinkedIn: http://www.linkedin.com/in/elizabethkhand * Website: www.pleasantwealth.com Show Notes * Emergent Strategy by Adrienne Maree Brown - https://www.akpress.org/emergentstrategy.html * Carl Richards - https://behaviorgap.com/ * The One Page Financial Plan by Carl Richards - https://www.amazon.com/One-Page-Financial-Plan-Simple-Smart/dp/1591847559 * George Kinder - Certified Life Planner - https://www.kinderinstitute.com/george-kinder/ * George Kinder Three Questions About Life Planning - https://www.getrichslowly.org/george-kinder-three-questions-about-life-planning/ * God the Economist by M. Douglas Meeks - https://www.goodreads.com/book/show/601496.GodtheEconomist Support the Podcast - https://www.patreon.com/wdtatpodcast Leave us a voicemail! https://www.speakpipe.com/wdtatpodcast Email your feedback to wdtatpodcast@gmail.com Follow us: Facebook -https://www.facebook.com/wdtatpodcast Instagram - https://www.instagram.com/wdtatpodcast/ Twitter - https://twitter.com/wdtatpodcast Special Guest: Liz Hand.
Financial planning doesn't (always) have to be complicated. And it's not always 100% about the math. Learn how to create a simple, impactful financial plan that you will actually read and maintain using only a Google Doc or Word Doc.
You must be already aware that astute financial planning is the key to achieving your financial goals. However, many of you might find it to be complicated and challenging. Worry not. Financial planning can be simple and uncomplicated and can easily be done on a single page! In his book “The One-Page Financial Plan”, Carl Richards makes financial planning easy by laying out a step-by-step guide for creating a customized financial plan that reflects your unique requirements and risk profile. Listen to this Podcast by Edelweiss MF & learn more!1. When you start creating a financial plan, the first thing that you should ask yourself is, “what does money mean to you?” Money can mean different things to different people. For some, it is the means to becoming happy and for others, it could be a necessity. The answer to this question will reveal your values and will help you create a holistic financial plan that can meet your requirements.2. The next step is to establish clear and precise goals. The chances of achieving your goals can greatly increase if you can be specific about your goals and articulate them precisely in terms of time and money.3. Once you have defined your goals, you need to first assess your net worth. This will show you how much money you currently have and how much money you will need in the future to achieve your goals.4. After determining your net worth, you will know the amount of money you need to save and invest on a monthly basis. This means that you will have to create a budget, clearly write down your earnings and expenses, and ensure that you save the required amount of money every month.5. After you have saved the money, the next step is to invest it in such a way that it can generate the necessary returns over the expected time-frame. Thus, you will need to create a diversified investment portfolio that is spread across multiple investment instruments.6. Most importantly, always remember that your financial plan needs to be agile. Your personal circumstances can change and so can the investment environment. An agile financial plan will ensure that you can quickly change your investment plan in response to sudden external changes.Carl Richards' book has made financial planning easy and serves to put your financial goals within your grasp. You can listen to the podcast on the Edelweiss Mutual Fund website, Spotify, Google Podcasts, and Apple Podcast. We hope you enjoyed this podcast and will tune in to listen to more such podcasts on investing nuggets.
“A financial plan is more of helping someone understand what their true priorities are in life.” - Brandy Branstetter, CFP® of Beyond WealthCFP® of Beyond Wealth“A financial plan in its simplest terms is a glorified to-do checklist of things that we need to put in place in order for our clients to accomplish those goals.” - Clint Haynes, CFP® of NextGen WealthIn episode 11, we're talking about what the hell is a financial plan?Brandy Branstetter, CFP® of Beyond Wealth and Clint Haynes, CFP® of NextGen Wealth, sit down (or in Clint's case, stand up) with Kyle to discuss what it means when they say, “I create financial plans for my clients.” When your advisor produces a financial plan for you, what does that include? How is a financial plan different from a budget? We answer all that and more.Tune in!"A financial plan is like a financial roadmap." Kyle Hill, CFP® Resources:What is a Financial Plan (Investopedia), BKS Artisan Ales, Longboat Brewing Co. Neon Ale, Middle Finger 2 Cancer, Carl Richards - Behavior Gap, Michael Kitces - Nerd's Eye View, The One Page Financial Plan by Carl Richards, Kyle: All The Pretty Girls - Kenny Chesney Clint: Eye of the Tiger - Survivor Brandy Branstetter, CFP® - Beyond WealthWebsite, Email, LinkedIn,Facebook, Instagram, KCFAN (Kansas City Financial Advisors Network), XY Planning Network (XYPN),CFP BoardClint Haynes, CFP® - NextGen WealthWebsite, Email,
You need to know about the “27 Second Effect.” This is a critical part of the whole “distracted driving” problem that most people don’t realize. If you don’t understand what happens during these 27 seconds, you are putting your safety – and the safety of your passengers – at risk. http://www.calif.aaa.com/home/about/community-and-safety/hands-free-distraction-study.htmlWant to be happy? First you need to understand what happiness is – and isn’t. Dr. Amit Sood, author of The Mayo Clinic Handbook for Happiness (http://amzn.to/2iy2hQI) explains why happiness is so often elusive and offers some great, concrete suggestions to live a more joyous and happy life today, no matter what is happening in your life.How well do you handle your money? For many of us, it isn’t something we were taught, we just had to figure it out on our own. Mix into that all the emotions we feel around money and it is no wonder people struggle to attain financial security. Certified Financial Planner Carl Richards, author of The One Page Financial Plan (http://amzn.to/2hhDbED) offers some great insight into why money is such a difficult and touchy subject and has some great advice to help you control your money and feel good about it.Wouldn’t it be great if you had more time in your day? In this episode, you’ll get 5 expert strategies that will open up all sorts of time and get each day started in just the right way. http://www.menshealth.com/fitness/stop-wasting-timeThis Week's Sponsors–Airbnb.To learn more about being an Airbnb host visitwww.Airbnb.com/host
Over the past few weeks, we've looked how to set some goals and how to move from goals to actions. Today I'd like to help you distil all that down so that you end up with a one-page financial plan.
In this week's episode Carl Richards, founder of behaviorgap.com and author of The One Page Financial Plan, and I discuss the importance of harnessing your financial behaviour biases. We talk about; Recognising your behaviour biases How some biases can actually be positive Why human behaviour is the main issue with investing Physical financial cues you can learn to recognise Why we should talk about spending rather than budgeting How to help your partner if they're won't discuss financial matters The importance of space and paying attention to your body Resources: Join The Money Circle membership Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control. Join Catherine's Facebook Page and FREE Facebook Group My Website My Online Courses - From Spender to Saver, Investing for beginners from £1 My YouTube Channel Connect with me on Twitter, Instagram and Facebook Follow Carl on his Website Follow Carl on Facebook Receive Carl's free weekly newsletter The Behavior Gap - Carl Richards The One Page Financial Plan - Carl Richards Good to Great - Jim Collins
New York Times columnist and financial adviser Carl Richards' book THE ONE-PAGE FINANCIAL PLAN: A Simple Way to be Smart About Your Money, offers an uncomplicated approach to spending our money and planning for the future. onepagefinancialplan.com
New York Times columnist and financial adviser Carl Richards' book THE ONE-PAGE FINANCIAL PLAN: A Simple Way to be Smart About Your Money, offers an uncomplicated approach to spending our money and planning for the future. onepagefinancialplan.com
New York Times columnist and financial adviser Carl Richards' book THE ONE-PAGE FINANCIAL PLAN: A Simple Way to be Smart About Your Money, offers an uncomplicated approach to spending our money and planning for the future. onepagefinancialplan.com
Overwhelmed when thinking about finances? Suz breaks down her experience reading The One Page Financial Plan by Carl Richards, sharing her biggest takeaways.For all links and 'rock'sources, visit the full set of show notes here: http://therockstaradvocate.com/ep47Thanks for listening!If you liked what you heard, help get this podcast in front of others by subscribing, rating, and leaving a review using your favorite podcast app ;)Spotify | iTunes | Stitcher | RSS Feed See acast.com/privacy for privacy and opt-out information.
In which Nick regales The Dear Listener his newly found belief of distilling complex financial plans down into a document no longer than one-side of A4. In this episode of what his mother calls the UK’s leading personal finance podcast, Nick also rambles on about: Lovely weather; England simultaneously winning at both Association Football and cricket; Being Best Man to a LibDem groom on 23rd June; A new segment, “Lincoln’s Listener Letters”. LINKS: Nick’s blog piece on K.I.S.S and the One Page Financial Plan. ========== Any comments or feedback gratefully received. Likewise with suggestions for future shows. Get in touch with Nick on Twitter or via good old email. CLICK HERE TO LEAVE A FIVE STAR REVIEW ON iTUNES - OR ELSE. @HatTipNick info@v2vfp.co.uk www.v2vfp.co.uk
Interview with Carl Richards. He is the author of "The Behavior Gap" and "The One-Page Financial Plan". We talk about real estate, annuities, index funds and much more.Investing Skeptically: HSA update, Volatility investments & Acorns!
THE ONE-PAGE FINANCIAL PLAN: A Simple Way to be Smart About Your Money by financial adviser and New York Times columnist Carl Richards, offers an uncomplicated approach to deal with our spending and planning for the future. onepagefinancialplan.com
THE ONE-PAGE FINANCIAL PLAN: A Simple Way to be Smart About Your Money by financial adviser and New York Times columnist Carl Richards, offers an uncomplicated approach to deal with our spending and planning for the future. onepagefinancialplan.com
THE ONE-PAGE FINANCIAL PLAN: A Simple Way to be Smart About Your Money by financial adviser and New York Times columnist Carl Richards, offers an uncomplicated approach to deal with our spending and planning for the future. onepagefinancialplan.com
How to Scale Influence with Carl Richards | Episode #79 I met Carl last year in gravel grey parking lot in Western Colorado. We had $5K cash, ready to do the deal. Carl Richards was selling his BMW Adventure bike to my friend Jon Dale. We discovered that we know some of the same people of influence namely Seth Godin. Listen to my 2015 interview with Carl Episode #29 on the One Page Financial Plan.
How to Scale Influence with Carl Richards | Episode #79 I met Carl last year in gravel grey parking lot in Western Colorado. We had $5K cash, ready to do the deal. Carl Richards was selling his BMW Adventure bike to my friend Jon Dale. We discovered that we know some of the same people of influence namely Seth Godin. Listen to my 2015 interview with Carl Episode #29 on the One Page Financial Plan.
What makes a bigger difference on your financial outcome: the behavior of your investments or the behavior of you, the investor? Today I have an awesome interview for you with Carl Richards, 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." Both books are well worth your time. In addition to being a financial advisor, Carl is the awesome dude behind the Sketch Guy column in the New York Times. Enjoy the interview! Joshua Carl's website: http://www.behaviorgap.com/ The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money http://rpf.link/1PQuIC5 The One-Page Financial Plan: A Simple Way to Be Smart About Your Money http://rpf.link/1RZatbQ Looking for a Financial Advisor? Start here: www.radicalpersonalfinance.com/paladin Would you like to support Radical Personal Finance? Go here: www.radicalpersonalfinance.com/patron
Here we are at session number 110 , and we're going to be talking to a US financial planner called Carl Richards about his new book, The One-Page Financial Plan. You know I'm always banging on about planning here on the podcast, and Carl's book distills the idea of financial planning down to the basics. Carl has a knack of explaining financial planning and particularly behavioural finance concepts in an easy-to-understand way through a series of sketches that he draws. These sketches are peppered throughout the book and also on his website, behaviorgap.com. Stay tuned for my chat with Carl…
Carl Richards is best known as the Behavior Gap guy and for his weekly Sketch Guy column in the New York Times. He’s now out with a new book, The One-Page Financial Plan. We had a lively conversation about the book, his writing process, financial planning conversations, and how financial advisors can use books in general to build their business.
"The most important thing is getting clarity about the big picture so you can cope with the unexpected. Maybe you'll lose the job you thought was secure; you'll take a financial risk that doesn't pan out; you'll have twins when you were only budgeting for one. In other words: Life will happen." Carl Richards Today we were joined by the author of the new book The One Page Financial Plan, 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. 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 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. We were also joined by Suzanne Edwards from the Houston Business Journal for our monthly check in on the local Houston business news. Suzanne discussed the oil market, mergers and acquisitions and roboinvesting. The One-Page Financial Plan You can find out more about Carl Richards by visiting the website at: www.thebehaviorgap.com You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com #kpft #behaviorgap @hbjsuzanne
How do you set your investing priorities? This week’s guest is Carl Richards, the best-selling author of The Behavior Gap, joins us to talk about some of the concepts in his new book, The One-Page Financial Plan, and how they Read more › The post MTI033: Investing Priorities with Carl Richards appeared first on Money Tree Investing Podcast.
This week's Life Challenge with Don Mills is about 'Ministry' in other words 'How you serve'.. We are the stewards of our families and friends and the greater society. We are challenged to lift each other up with celebrations, to recognize our mentors, and to become grounded spiritually so we can help others live fuller and more satisfying lives. Now, it is time to recognize our MINISTRY. Life Challengers, share your testimony so that others will understand the benefits. What is it that you do that you are passionate about? What do you stand for and how have you tried to make a positive difference? What are you known for? THE ONE-PAGE FINANCIAL PLAN helps demystify the planning process so readers can figure out where they stand on key financial issues and where they want to go, in order to narrow the gap between the two.Carl Richards is a certified financial planner and a columnist for the New York Times, where he has a weekly “Sketch Guy” column. He is also a columnist for Morningstar Magazine and a contributor to Yahoo Finance. Richards is a popular keynote speaker and is the Director of Investor Education for the BAM ALLIANCE. Visit http://www.onepagefinancialplan.com/. This week on "Discussing it with Melissa" you will meet Ms. Jakia Cheatham. Author of, "Bent But Not Broken," CEO of Jakia Cheatham, Church Girl's Ministries, and a host of others. She's showing young ladies how amazing it is to live a life of purity and how awesome it is to be a church girl in today’s society. She is determined to change the way the world views a "Church Girl" and bring awareness to people about scoliosis. Listen to her story -her bout with scoliosis - she shares her struggles, how she overcomes and her....heart.
This week's Life Challenge with Don Mills is about 'Ministry' in other words 'How you serve'.. We are the stewards of our families and friends and the greater society. We are challenged to lift each other up with celebrations, to recognize our mentors, and to become grounded spiritually so we can help others live fuller and more satisfying lives. Now, it is time to recognize our MINISTRY. Life Challengers, share your testimony so that others will understand the benefits. What is it that you do that you are passionate about? What do you stand for and how have you tried to make a positive difference? What are you known for? THE ONE-PAGE FINANCIAL PLAN helps demystify the planning process so readers can figure out where they stand on key financial issues and where they want to go, in order to narrow the gap between the two.Carl Richards is a certified financial planner and a columnist for the New York Times, where he has a weekly “Sketch Guy” column. He is also a columnist for Morningstar Magazine and a contributor to Yahoo Finance. Richards is a popular keynote speaker and is the Director of Investor Education for the BAM ALLIANCE. Visit http://www.onepagefinancialplan.com/. This week on "Discussing it with Melissa" you will meet Ms. Jakia Cheatham. Author of, "Bent But Not Broken," CEO of Jakia Cheatham, Church Girl's Ministries, and a host of others. She's showing young ladies how amazing it is to live a life of purity and how awesome it is to be a church girl in today’s society. She is determined to change the way the world views a "Church Girl" and bring awareness to people about scoliosis. Listen to her story -her bout with scoliosis - she shares her struggles, how she overcomes and her....heart.
Carl Richards is a Certified Financial Planner and columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. He's the author of The One Page Financial Plan. www.CheriHillShow.com www.SageIntl.
#182: Carl Richards was a ditch-digger, fell into a securities job, became a Certified Financial Planner, then became the Sketch Guy at the New York Times by drawing financial concepts on paper napkins. He released his second book, the One Page Financial Plan, and shares with us his journey from ditch-digger to NYTimes writer. For a more complete list of notes with pictures and links, go to
We drop some truth bombs on the most oft-repeated lies about money. Plus Carl Richards, the New York Times "sketch guy" columnist, reveals the juiciest parts of his brand new book, The One-Page Financial Plan (actual size: 211 pages).
This week in episode seventeen of the Informed Choice Podcast, Martin interviews Certified Financial Planner and financial sketch artist Carl Richards about the publication of his new book, The One Page Financial Plan. Listen to the episode for a chance to win a copy of the book. There's also a short interview with one of our clients, Dee Searle, who is hoping to become Tottenham's first Green Party MP. To find out more about the Informed Choice Podcast, please visit www.icfp.co.uk/podcast.
Today I'm excited to have financial planning expert Carl Richards on the show. Carl has been in the financial planning industry for over 20 years, has a column in the New York Times, the Morningstar Advisor, and he's even been featured on Forbes.com and Oprah.com. I thought it would be nice to pick his brain a little bit and pick-up some of that knowledge that he's gathered over the years. In the interview, Carl shares much of his 20 years of experience, and takes us through the financial planning process that he does with his private clients. Links and Resources Top Tools and Resources for Financial Independence (for Canadians): Sign up anywhere on www.BuildWealthCanada.ca for a free guide on all the top tools and sites that I've personally used to help us achieve financial independence in our early 30s. They're also what we use now to optimize and manage our finances, and ensure that we're paying the lowest fees while getting solid returns on our investments. Kornel's investing course with free sample lessons at www.BuildWealthCanada.ca/invest Carl has a new book called “The One-Page Financial Plan: A Simple Way to Be Smart About Your Money” and you can pick it up from Amazon Here.
Well Kept Wallet Podcast - Personal Finance Show that Helps You Achieve Your Financial Goals
Carl Richards is a Certified Financial Planner and the creator of the weekly Sketch Guy column in the New York Times. He also recently wrote a book called The One-Page Financial Plan Making Smart Decisions with Your Money Just Got a Whole Lot Easier.
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