Episode 159

full
Published on:

1st Aug 2022

REAL Financial Planning with Carl Richards, CFP®

What is your Why?

In school, we are taught that math is all about numbers. Would you believe that it's also about love? 

In this episode, Carl Richards, certified financial planner and author of The Behavior Gap, talks about Real Financial Planning. It’s not just about math but also about emotions. Figuring out your emotional problems and life direction is the solution to your financial problems. 

Carl talks about how getting to the root of what you truly love and want to do in life, sets the direction for your financial plan. You’ve got to decide on where you’re going first  before you figure out how to get there. 

Join us as we help you answer your why and begin the journey towards effective and real financial planning.

Highlights:

>> Accidentally entering the financial advice industry 

>> What Real Financial Planning is all about

>> Getting to the root: “What is your Why?”

>> The qualities of a real financial planner 

>> The continuous process of financial planning 

>> Finding the right financial Guide 

Connect with Carl:

>> Instagram: https://www.instagram.com/behaviorgap/?hl=en 

>> Twitter: https://twitter.com/behaviorgap 

>> LinkedIn: https://www.linkedin.com/in/thinkingcarl

>> Facebook: https://www.facebook.com/behaviorgap 

>> Email: hello@behaviorgap.com  

>> Website: https://behaviorgap.com/about/ 


If you loved this episode, you have to listen to these episodes as well: 

>> Episode 157: Forging Your Personal Financial Journey with Anthony J. Zhang 

>> Episode 154: Aligning Values and Investments with Laura LaTourette, CFP® and Ramona Maior, CFP

>> Episode 146: Behavioral Finance: How We Think About Money with Brian Portnoy


I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

 

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com  Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.