027 Why your financial planner can’t be you, with Carl Richards
Most people don’t hire a financial planner in retirement because they can’t work out what to do themselves, given the time and inclination.
You hire a financial planner because they’re not you. We all have our blind spots. And it’s a real challenge for anyone to be able to manage money successfully themselves without becoming emotionally attached to it.
You struggle to move forward because you put a million obstacles in the way.
A real financial planner listens and understands you, asks really good questions and is totally transparent. They’re an independent third party who’s able to say, “Let’s look at this from a different angle” and help you make better decisions about money.
Carl Richards cuts through all the noise and the confusion around money. Through his simple sketches, Carl makes complex financial concepts easy to understand. Otherwise known as The Sketch Guy, his column has appeared weekly in the New York Times since 2010.
Carl is also a Certified Financial Planner, an author and a frequent keynote speaker at financial planning conferences around the world. He founded Real Financial Advisors to help advisers become better at what they do.
Carl appeared in episode 013 and episode 014 of The Retirement Café Podcast talking about how to have healthy conversations about money.