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Want to get on the same page with your money? Carl Richards, NY Times money columnist and author, shares tips on to create a one page financial plan!
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Creating A One Page Financial Plan
The tagline for this show and the site is centered around building up your marriage and your wealth. But just how do you do that? How can the two of you get on the same page and come up with a game plan that works for both you and your budget?
We’re going to look into that today with Certified Financial Planner Carl Richards, author of the new book The One-Page Financial Plan.
If you don’t know Carl by his name, you may know him by his sharpie sketches. He uses them to break down money matters on the back of napkins.
In this episode Carl goes over his new book and shares:
- what is the most important question you need to answer about money
- how you can plan for retirement with three guesses
- how a financial plan can uncover more about your marriage then just the numbers
Hate the complex equations and almost undecipherable jargon thrown out by financial expert? This is your episode!
If you want to hear interview another NY Times columnist, listen to my episode with Ron Lieber. We get into how to teach kids how to be smarter and more generous with money.
Resources for Better Conversations About Money
Want to learn more? Here are some resources to check out:
- The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
- One Bed, One Bank Account: Better Conversations on Money and Marriage
Thank You to Our Partners
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Did I mention it’s free? Why don’t you give Personal Capital a try today?