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The Meaningful Money Personal Finance Podcast

MMP110: The One-Page Financial Plan with Carl Richards

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 20 May 2015

⏱️ 34 minutes

🧾️ Download transcript

Summary

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…

Transcript

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0:00.0

Hi folks and welcome to the Meaningful Money podcast session number 110.

0:05.2

One million dollars.

0:08.7

This is the podcast dedicated to helping you put your finances in order. My name is Pete Matthew

0:24.7

and I'm going to share with you everything you need to know and everything you need to do to secure

0:28.9

your financial future. I'm here to help you make sense of money.

0:42.4

Okay, here we are, session number 110.

0:48.8

Today I'm going to be talking to US financial planner called Carl Richards, specifically about his new book called The One Page Financial Plan.

0:53.1

You know, I'm always banging on about planning here on the

0:55.6

podcast. It's my raison d'etre in many ways. Carl's book distills the idea of financial planning

1:01.6

down to the basics, and he has a real knack of explaining financial planning, and particularly

1:06.0

behavioral finance concepts in an easy to understand way through a series of sketches that he

1:11.7

draws, a couple of those sketches on the website.

1:14.4

And they're peppered throughout the book and also on his website, which is at behaviorgap.com.

1:20.3

Behavior, though, spelled the American way with no you in it.

1:23.9

So anyway, stay tuned for my chat with Carl.

1:26.3

I enjoyed chatting to him very much. He's quite a character.

1:29.4

As usual, after the main body of the show, I'll look at the most recent reviews which have been left, and I'll announce the next session topic.

1:35.6

If this show is of any use to you, my weekly beg, if I may, helps me massively if you take the time to leave me a review on iTunes. Actually, on that note, I've got an added incentive to you, for you, at the end of the show, to leave me a review.

1:48.1

So stay tuned for that.

1:49.7

But leaving a review just has a massive impact on keeping me near the top of the rankings.

1:54.1

And that helps more people find the show and subscribe.

1:56.8

It's all good, really. So if you could do that for me, if you haven't done already, maybe you've been thinking you wanted to leave me a review, but you haven't done yet. Do it right now.

...

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