While I was at FinCon 2015, I had the pleasure of interviewing Carl Richards with a live audience. He is a Certified Financial Planner and the director of investor education for BAM Alliance, which is a community of more than 130 independent wealth management firms located across the United States. Carl is the creator of the weekly Sketch Guy column in The New York Times and a columnist for Morningstar Advisor. His sketches are most known for taking complex financial concepts and making them easy to understand. They also served as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. Most recently this past March, Carl released the book The One-Page Financial Plan: A Simple Way to Be Smart About Your Money.
Carl’s work has also been featured on Marketplace Money, Oprah.com, Forbes,com among others. He has also become a frequent keynote speaker at financial planning conferences and visual learning events around the globe. Carl’s artwork has appeared in a solo show at the Kimball Art Center in his hometown of Park City, Utah and other showings include The Parson’s Gallery in New York, The Shultz Museum in California and the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country.
One of my favorite quotes from our interview: “Some people have just shown up in my life at the right time that have taught me to let go.” – Click To Tweet