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From Numbers to Meaning When Building Your Retirement Plan with Carl Richards

Автор: Peter Lazaroff

Загружено: 2025-10-13

Просмотров: 129

Описание: Author and illustrator Carl Richards joins the show to discuss his new book Your Money and the real conversations we should be having about finances.

If you’ve ever wondered how to stop worrying about money and start using it intentionally, this conversation will leave you thinking differently about every dollar you spend.

Watch now and learn:

► Why most people avoid the money conversations that matter most
► How to align your use of capital with what’s genuinely important to you
► The power of micro actions and why small steps compound into lasting change.
► A simple mindset shift that can transform financial stress into confidence and clarity

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

TIMESTAMPS 📚
00:00 Introduction
02:23 The Conversations We Avoid About Money
04:16 Why Facts Don’t Fix Feelings
06:00 Simplifying on the Far Side of Complexity
10:13 Aligning Your Use of Capital with What’s Important
14:31 Financial Planning Is About Being Less Wrong Tomorrow
18:22 The Illusion of Certainty and the End of History
23:55 The “Presenting Problem” and What Clients Really Value
27:42 How to Start Better Money Conversations at Home
35:36 Micro Actions: Tiny Habits That Compound
38:59 The Worry List: Nothing Is Helped by Worry
41:22 Practicing Gratitude and Redefining “Enough”

Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here: https://peterlazaroff.com/disclosures

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From Numbers to Meaning When Building Your Retirement Plan with Carl Richards

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