The One-Page Financial Plan. Interview with Carl Richards.

The one-page financial plan. Interview with Carl Richards.

Today I’m excited to have financial planning expert Carl Richards on the show. Carl has been in the financial planning industry for over 20 years, has a column in the New York Times, the Morningstar Advisor, and he’s even been featured on and

I thought it would be nice to pick his brain a little bit and pick-up some of that knowledge that he’s gathered over the years. In the interview, Carl shares much of his 20 years of experience, and takes us through the  financial planning process that he does with his private clients.

Carl has a new book called “The One-Page Financial Plan: A Simple Way to Be Smart About Your Money” and you can pick it up from Amazon Here.

You can also check out Carl’s website at:

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