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The Century Plan Podcast | “Human Behaviour and Financial Planning”

Season 3 Episode 4

Podcast Introduction

Welcome to The Century Plan, a podcast that looks at financial independence. How to achieve it, and how to maintain it, during a lifetime which may see people, born today, living to age 100. Dennis Hall and Sarah Steele educate and highlight ways to build a brighter retirement through financial planning.

In this episode of The Century Plan Sarah and Dennis are pleased to welcome their guest Carl Richards.

Carl is a US-based certified financial planner, joining the podcast from Park City Utah. Carl is the creator of the Sketch Guy column, which appeared weekly for a decade in the New York times. He’s an international author and speaker, and his work has influenced financial planners across the globe.

During this episode, Carl shares his insights, knowledge, and experiences as a financial planner.

We learn about how Carl became a columnist and author with books including, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money and The One-Page Financial Plan: A Simple Way To Be Smart About Your Money.

We learn more about the artwork at Yellowtail which includes favourite pieces from Carl’s sketch collection.

Listen to Podcast

Or listen on your favourite podcast app here: The Century Plan Podcast

About the hosts

Dennis Hall – Read bio.

Sarah Steele – Read bio.

Useful links:

Guest: Carl Richards – visit Carl’s website behaviorgap.com

Carl’s Books:

The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money

The One-Page Financial Plan: A Simple Way To Be Smart About Your Money.

ABOUT YELLOWTAIL

Founded by Dennis Hall, Yellowtail are the trusted financial planners who advise individuals & families across the UK. Yellowtail’s experts provide the clarity, control and confidence to guide you through financial planning, estate planning, pension transfers and investment management directing your journey towards a prosperous retirement and financial peace of mind.