Carl Richards has a wealth management financial background and has been working for some of the largest financial institutions out there in various advisory roles. He is best known for being a creator of the Sketch Guy column, appearing weekly in the New York Times since 2010. Carl has also featured on Marketplace Money, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.
In our conversation with Carl we discussed various aspects of behavioural finance and wealth management. Here are a few topics we have discussed:
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Luke & Leo