The Sketch That Will Change How You See Your Retirement with Carl Richards | EP 158 скачать в хорошем качестве

The Sketch That Will Change How You See Your Retirement with Carl Richards | EP 158

Most people think money problems are about numbers but what if the real obstacle is us? In this episode, Joe sits down with Carl Richards, author, speaker, and creator of The Sketch Guy column in The New York Times, to explore why simplicity is so powerful in financial planning. Carl explains how his famous sketches reveal money for what it really is, a tool to live the life you want, and why the best advice isn’t about picking investments, but aligning your money with your values. You’ll also hear about Carl’s new book Your Money: Reimagining Wealth in Simple Sketches, and his upcoming live conversation with Ron Lieber. What you’ll learn in this episode: Why simplicity leads to better financial decisions The real value of advice beyond investments How to reframe money as a tool, not the goal Here’s what you’re in for: 00:00 Is money really the goal? 01:20 Carl’s story & how the sketches began 04:00 Why simplicity matters in money conversations 09:00 Defining the real value of advice 18:00 Overcoming saver’s guilt 22:00 What’s more important than money? 26:30 Rethinking retirement and identity 29:00 Carl’s new book & live event ------------------------------------------------------------- Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/inv... 👉 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-... Don’t forget to like, comment, and subscribe for more simplified retirement planning insights! ------------------------------------------------------------- ABOUT CARL RICHARDS Carl Richards is a Certified Financial Planner™, author, and creator of The Sketch Guy column in The New York Times, where for 10 years he used simple sketches to make money topics clear and relatable. He has written bestselling books, hosts the Behavior Gap Radio podcast with over a million downloads, and speaks at events around the world. Carl also founded The Society of Advice, a community for financial planners, and continues to inspire people to align money with what truly matters. You can reach out to Carl through: LinkedIn:   / thinkingcarl   X : https://x.com/behaviorgap Instagram:   / behaviorgap   Click HERE to pre-order Carl’s book on Amazon Click HERE to place bulk order Carl’s book ABOUT JOE CURRY Joseph Curry, also known as Joe, is the co-host of Your Retirement Planning Simplified, Canada’s fastest-growing retirement planning podcast, where he shares accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he helps people secure both financial stability and purpose in retirement. His mission is to give people peace of mind with a solid plan that covers both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he believes true wealth is more than money—it’s about creating meaningful experiences with loved ones and fostering future opportunities. You can reach out to Joe through: LinkedIn:   / curryjoe   Website: https://www.retirementplanningsimplif...   / retirementplanningsimplified   https://matthewsandassociates.ca/ ABOUT RETIREMENT PLANNING SIMPLIFIED Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn:   / retirement-planning-simplified   Instagram:   / retirement_planning_simplified   Podcast/Blog: https://www.retirementplanningsimplif... Youtube:    / @retirementplanningsimplified   ------------------------------------------------------------ Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.