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Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
Carl Richards on Reimagining Wealth, One Sketch at a Time
The Money and Meaning Show
26 minutes
3 months ago
Carl Richards on Reimagining Wealth, One Sketch at a Time
In this episode of Money & Meaning, host Jeff Bernier speaks with Carl Richards, certified financial planner and creator of the New York Times "Sketch Guy" column. Carl discusses his newest book, Your Money: Reimagining Wealth in Simple Sketches, a collection of drawings and essays that spark meaningful financial conversations. Together, they explore why strong financial decisions often begin with reflection, how we view money differently, and the value of building general resilience. Carl also shares practical approaches to planning and decision-making that align money with personal values.
Topics covered:
Carl’s motivation behind his new book and the role of financial conversations
How our individual experiences shape how we see money
The purpose and impact of a one-page financial plan
Identifying and preparing for risks you don’t see coming
Why “strong opinions loosely held” is a powerful planning framework
A three-part mindset for embracing uncertainty and making progress
Aligning money decisions with what truly matters
Useful Links:
Carl Richards on LinkedIn: https://www.linkedin.com/in/thinkingcarl/
Behaviour Gap' Website: https://behaviorgap.com/
Jeff Bernier on LinkedIn: https://www.linkedin.com/in/jeffberniercfp/
TandemGrowth Financial Advisors: https://www.tandemgrowth.com/
The Money and Meaning Show
Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
