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So Money with Farnoosh Torabi

253: Carl Richards, New York Times Sketch Guy Columnist & Author

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.71.9K Ratings

🗓️ 23 September 2015

⏱️ 22 minutes

🧾️ Download transcript

Summary

While I was at FinCon 2015, I had the pleasure of interviewing Carl Richards with a live audience. He is a Certified Financial Planner and the director of investor education for BAM Alliance, which is a community of more than 130 independent wealth management firms located across the United States. Carl is the creator of the weekly Sketch Guy column in The New York Times and a columnist for Morningstar Advisor. His sketches are most known for taking complex financial concepts and making them easy to understand. They also served as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. Most recently this past March, Carl released the book The One-Page Financial Plan: A Simple Way to Be Smart About Your Money. Carl’s work has also been featured on Marketplace Money, Oprah.com, Forbes,com among others. He has also become a frequent keynote speaker at financial planning conferences and visual learning events around the globe. Carl’s artwork has appeared in a solo show at the Kimball Art Center in his hometown of Park City, Utah and other showings include The Parson’s Gallery in New York, The Shultz Museum in California and the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. For more information visit www.somoneypodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

You're listening to So Money, with award-winning Money Guru Farnu Farnu

0:06.0

Farnu Shorabi. Each day get a 30-minute dose of financial inspiration from

0:10.7

the world's top business minds, authors, influencers, and from Farnuus herself.

0:17.0

Looking for ways to save on gas or double your double coupons?

0:20.4

Sorry, you're in the wrong place. Seeking profound ways to live a richer, happier life.

0:25.0

Welcome to So Money.

0:27.0

Hey everyone, welcome back to So Money. I'm your host Farnoosh Terabi and we have a very special guest today

0:36.0

from a very special venue. I am live here at FinCon 15

0:39.8

in Charlotte, North Carolina.

0:42.0

That's where you're hearing some of the murmur in the background.

0:45.2

I'm going to try to speak over it a little bit. But I would love for people in the audience to

0:48.2

come join us. This is a live broadcast of FinCon 15. We're actually periscoping this as well. We're going to air this on iTunes and a later date.

0:57.0

But I just want to introduce our special guest today just off of his fabulous keynote speaking here at FinCon 15 we have Carl Richards.

1:06.0

Welcome Carl.

1:07.0

Thank you.

1:08.0

Thank you.

1:09.0

I want to brag about you for a little bit if I may.

1:11.0

So hold tight. Carl Richards is a certified financial planner. He is the

1:17.0

director of investor education for Bam Alliance. He is the creator of the weekly sketch

1:22.3

guy column in the New York Times.

1:24.0

Many of you have probably seen that and is a columnist for Morning Star Advisor.

1:28.0

His sketches are most known for taking complex financial concepts and making them easy to understand.

...

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