REAL Financial Planning with Carl Richards, CFP®

Minority Money

What is your Why?

In school, we are taught that math is all about numbers. Would you believe that it's also about love?

In this episode, Carl Richards, certified financial planner and author of The Behavior Gap, talks about Real Financial Planning. It’s not just about math but also about emotions. Figuring out your emotional problems and life direction is the solution to your financial problems.

Carl talks about how getting to the root of what you truly love and want to do in life, sets the direction for your financial plan. You’ve got to decide on where you’re going first before you figure out how to get there.

Join us as we help you answer your why and begin the journey towards effective and real financial planning.

Highlights:

>> Accidentally entering the financial advice industry

>> What Real Financial Planning is all about

>> Getting to the root: “What is your Why?”

>> The qualities of a real financial planner

>> The continuous process of financial planning

>> Finding the right financial Guide

Connect with Carl:

>> Instagram: https://www.instagram.com/behaviorgap/?hl=en

>> Twitter: https://twitter.com/behaviorgap

>> LinkedIn: https://www.linkedin.com/in/thinkingcarl

>> Facebook: https://www.facebook.com/behaviorgap

>> Email: [e-mail]

>> Website: https://behaviorgap.com/about/

If you loved this episode, you have to listen to these episodes as well:

>> Episode 157: Forging Your Personal Financial Journey with Anthony J. Zhang

>> Episode 154: Aligning Values and Investments with Laura LaTourette, CFP® and Ramona Maior, CFP

>> Episode 146: Behavioral Finance: How We Think About Money with Brian Portnoy

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

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Want to chat with a fee-only financial planner? Shoot me an email at [e-mail] Can't wait to meet you.