Giving you space to talk about money in a way you’ve never talked about it before
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.
Here’s episode 027 of The Retirement Café Podcast.
Listen and Subscribe today
Subscribe to the podcast to never miss an episode. Click the ‘Subscribe to podcast’ button on the podcast player above or subscribe on your preferred podcast player.