Episode 153May 21, 2024

Carl Richards On What Real Financial Advice Means (Rewind)

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.

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In this episode

Show Notes

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.

Listen now and learn:

  • How investors fall victim to the behavior gap
  • What it means to do real financial planning
  • The best way to avoid “The Big Mistake”

To see the original show notes, YouTube interview, and resources visit this page: EP 100: What Real Financial Advice Means with Carl Richards.

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The Long Term Investor

Long term investing made simple. Most people enter the markets without understanding how to grow their wealth over the long term or clearly hit their financial goals. The Long Term Investor shows you how to proactively minimize taxes, hedge against rising inflation, and ride the waves of volatility with confidence.

Hosted by advisor, Chief Investment Officer of Plancorp, and author ofMaking Money Simple, Peter Lazaroff shares practical advice on how to make smart investment decisions your future self will thank you for. A go-to source for top media outlets like CNBC, the Wall Street Journal, and CNN Money, Peter unpacks the clear, strategic, and calculated approach he uses to decisively manage billions in investments for clients at Plancorp.

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