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Next Gen Personal Finance

Oct 22, 2021

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!