The Behavior Gap

There aren’t many financial planners that I would feel comfortable calling a “visionary”.

Carl Richards is one of them.

When I first saw the sketch to the right, I knew immediately that Carl was on to something. And something big.

Carl is now a columnist for the NY Times (see his articles here) and his first book is set to release Jan 3rd.

I was so excited when Carl agreed to sit down with me for this candid interview. The highlights include:

  • How we got into the business: security vs. securities
  • How the napkin sketches began
  • His controversial article in the NY Times regarding losing his house. Read it here.
  • More on his book. Buy it here.
  • Carl’s quote that gave me the chills.  Literally.

The Behavior Gap Book Promotion

Carl has extended a gracious offering to the Good Financial Cents readers by offering one of his popular sketches.   See info and sketch below:

“If you’ve pre-ordered a copy of The Behavior Gap, the first 10 people who email proof of purchase and their mailing address to will receive a FREE, 8″x10″ letterpress print, Things to Focus On.”


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