15 Best Carl Richards Podcasts in 2026

1. Permission Granted: Carl Richards on Building a Human Brand That Lasts

Follow Play Oct 21, 2025 42:13
Website Apple
About Episode What does it really take to rise above the noise when fear and doubt are sitting in the room with you? In this episode of Rise Above The Noise, host Matt Halloran welcomes Carl Richards, author, keynote speaker, and creator of The Behavior Gap. Carl shares how he gave himself permission to stop copying the … Read More Read More MORE Podcast Title Rise Above The Noise
Podcast Description You have the expertise. Now it’s time to be known for it. Rise Above The Noise is the essential podcast for financial services professionals who are ready to stop being the best-kept secret. Hosted by Matt Halloran, co-founder of ProudMouth, who has built influence over many years, making many mistakes, and making it so you don’t have to. This isn’t just another inspirational podcast, it’s a living strategy guide. Each episode delivers a clear blueprint you can follow: how to grow your influence, attract the right audience, and turn your content into meaningful business growth. You’ll hear from guests who’ve done it. Founders, advisors, marketers, creators, and beyond. Sharing their playbooks for rising above the noise and becoming the voice people can’t ignore.MORE Guest Carl Richards
Apple Rating 5.0/5 Avg Length 37 min Format Medium form Get Email Contact Get access to full database of 2.7M podcastsCreate podcast lists, export in spreadsheet or CSV file with email contacts and start your podcast outreach in minutes.Sign Up for Free with Email Continue with Google

2. A New Way to See Money with Carl Richards

Follow Play Oct 16, 2025 25:56
Website Apple Spotify
About Episode Adam Koós sits down with Carl Richards, author, keynote speaker, and creator of the iconic Sketch Guy column in The New York Times. For more than a decade, Carl has been known for turning complex financial concepts into simple, powerful sketches that spark meaningful conversations. His new book, Your Money: Reimagining Wealth in Simple Sketches, invites us to view money not as spreadsheets and numbers, but as a tool for freedom, clarity, and connection. Together, Adam and Carl explore why money can’t solve all our fears, how retirees can confidently spend the money, and what it really means to live a wealthy life. Episode Timestamps: 01:00 – Carl’s unexpected path into finance and sketching 06:00 – The moment he discovered sketches make money “click” 10:00 – Why simplifying ideas often takes dozens of iterations 11:00 – The book as a “conversation grenade” to spark meaningful dialogue 14:00 – Why money will never be enough to pay for all your fears 18:00 – If money walked into the room—what would it say to you? 19:00 – The “spend the money” sketch every retiree should know 21:00 – Wealth as numbers vs. wealth as meaning 24:00 – AI, robo-advisors, and why human connection still matters 26:00 – How Carl thinks about “self-driving money” 28:00 – Why experiences with loved ones are the best ROI Key Takeaways: Money can’t solve all your fears, its job is different. Wealth is about meaning and choices, not just numbers. Retirees need to give themselves permission to spend the money. The best ROI often comes from experiences with people you love. Financial advice will always need a human element, even in the age of AI. Key Quotes from Carl Richards: “There will never be enough money to pay for all your fears.” “If money were a person, it would be an earnest but disappointed golden retriever.” “What if you’re not bad with money—what if you’re just giving it jobs it can’t do?” “Spend the money: on experiences with people you love.” Connect with Carl Richards: Website: behaviorgap.com https://www.linkedin.com/in/thinkingcarl/ https://x.com/behaviorgap https://www.instagram.com/behaviorgap Book: Your Money: Reimagining Wealth in Simple Sketches (available October 21) The link to pre-order Carl's book on Amazon, or folks can head to their favorite local bookstore The link to place a bulk order of Carl's book. Listeners can save an additional 5% by using the code YourMoney5 at checkout.   Follow Libertas on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.net/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter/X: https://x.com/LibertasWM TikTok: https://www.tiktok.com/@libertaswealthmanagement YouTube: https://www.youtube.com/@libertaswealth MORE Podcast Title The Retirement Fiduciary Podcast
Podcast Description Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.MORE Host Adam D Koos
Guest Carl Richards
Producer/Network Adam D. Koós, CFP®, CMT®, CEPA
Email ****@libertaswealth.com
Apple Rating 5.0/5 Avg Length 35 min Format Medium form Get Email Contact

3. How to Clarify Your Goals and Redefine Success with Carl Richards (Ep. 15)

Follow Play Oct 16, 2025 29:28
Website Apple Spotify
About Episode What if your financial goals aren’t really financial at all? In this deeply reflective episode of Transition Talks, host Josh Ackerman welcomes acclaimed author and visual thinker Carl Richards to unpack the real purpose of money. Known for his iconic “napkin sketches,” Carl shares stories, metaphors, and mindset shifts that challenge how we think about … Read More Read More MORE Podcast Title Transition Talks: Business Exit & Retirement Strategies
Podcast Description Welcome to Transition Talks: Business Exit & Retirement Strategies with your host, Josh Ackerman. This podcast was designed exclusively for business owners contemplating the pivotal step of selling or transitioning their business. Josh, is a seasoned financial planner with a passion for guiding entrepreneurs through significant life changes. In this podcast, he will share invaluable insights, stories, and strategies to help you navigate the intricate process of passing the torch.MORE Guest Carl Richards
Producer/Network Josh Ackerman
Avg Length 34 min Format Medium form Get Email Contact

4. Money, Life, and Meaning with Carl Richards

Follow Play Oct 15, 2025 24:26
Website Apple
About Episode In this episode of the Retirement IQ Podcast, host John Stregger welcomes renowned financial planner, author, and New York Times columnist Carl Richards to explore the powerful connection between money and life. Carl, famously known as the “Sketch Guy”, shares how his simple illustrations make complex financial concepts easy to understand. Discover why financial planning should align with your life goals, and the importance of having open, honest money conversations within families. Packed with practical wisdom and inspiring stories, this episode will help you rethink wealth, reduce financial stress, and create a retirement that supports true joy and fulfillment.  MORE Podcast Title Retirement IQ
Podcast Description Retirement IQ is the podcast designed to help you thrive before and during your retirement years. Hosted by retirement wealth coach John Stregger , each episode tackles the real questions facing people in their 50s and 60s - how to turn savings into income, when to take CPP, how to reduce taxes, and how to build a financial plan that’s as solid as blueprints for a home. With over 25 years of experience guiding clients, John shares practical insights, proven strategies, and conversations with experts to help you make smart decisions with your money and create the retirement lifestyle you’ve dreamed of.MORE Guest Carl Richards
Avg Length 12 min Format Short form Get Email Contact

5. 13: Talking Your Money with Carl Richards

Follow Play Oct 15, 2025 20:08
Website Apple Spotify
About Episode In this episode with talk with former financial advisor, author, and speakerCarl Richards to discuss his upcoming book release, Your Money. Carl describes YourMoney as being “not a personal finance book but a conversation grenade.” The book includes 101 of Carl’s sketches, some from his time writing for the New YorkTimes and many new ones as well. We talk about a few of my personal favourites from the book.‍   Carl Richard Bio: Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just card stock and a Sharpie. The column ran weekly for a decade. This journey began when Carl applied for what he thought was a job as a “security guard,” only to find out the ad actually said “securities.” That slight misstep sparked a lifelong dedication to reshaping how we think about money. Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financial and investment events worldwide—from Australia to South Africa, the UK, and major economic centers across Europe, Canada, and the United States. His bestsellers, The Behavior Gap and The One-Page Financial Plan, have been translated into over ten languages and continue to resonate globally. Through his daily podcast, Behavior Gap Radio, which now has over 1,000 episodes and over one million downloads, Carl shares new perspectives on aligning our resources with what truly matters. His latest audio project, 50 Fires, backed by executive producers Chip and Joanna Gaines, explores the intersections of money and meaning with guests like Pete Holmes, David Whyte, Krista Tippett, and his favorite guest by far, his wife, Cori. Carl founded The Society of Advice, a community of financial planners dedicated to the craft of advice. They gather for a monthly online workshop and frequent retreats in Park City, Utah. In 2025, Carl will release a new book that, true to form, will be unlike anything seen in the personal finance section—and you better believe there will be sketches (97 of them, to be exact). When he’s not exploring ideas about money, Carl, a Wilderness First Responder, can be found navigating Utah’s high mountain ridges on foot, skis, or bike. Married to Cori since 1995, they have four kids, whom they consider their best friends. Link to Carl's new book: Indigo / ‍Amazon More about Carl: https://behaviorgap.com/about/MORE Podcast Title The Retire Ready Podcast
Podcast Description Giving Canadians everything they need to be ready for retirement
Host Scott Sather
Guest Carl Richards
Producer/Network Scott Sather
Email ****@awakenwealth.ca
Apple Rating 5.0/5Facebook 303Twitter 75 Avg Length 16 min Format Short form Get Email Contact

6. From Numbers to Meaning When Building Your Retirement Plan with Carl..

Follow Play Oct 15, 2025 38:06
Website Apple Spotify YouTube
About Episode Please rate and review The Long-Term investor in your favorite podcast app. -----  Author and illustrator Carl Richards joins the show to discuss his new book Your Money and the real conversations we should be having about finances. If you’ve ever wondered how to stop worrying about money and start using it intentionally, this conversation will leave you thinking differently about every dollar you spend. Listen now and learn: ► Why most people avoid the money conversations that matter most ► How to align your use of capital with what’s genuinely important to you ► The power of micro actions and why small steps compound into lasting change.  ► A simple mindset shift that can transform financial stress into confidence and clarity   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (02:23) The Conversations We Avoid About Money (04:16) Why Facts Don’t Fix Feelings  (06:00) Simplifying on the Far Side of Complexity (10:13) Aligning Your Use of Capital with What’s Important  (14:31)Financial Planning Is About Being Less Wrong Tomorrow  (18:22) The Illusion of Certainty and the End of History  (23:55) The “Presenting Problem” and What Clients Really Value  (27:42) How to Start Better Money Conversations at Home  (35:36) Micro Actions: Tiny Habits That Compound  (38:59) The Worry List: Nothing Is Helped by Worry  (41:22) Practicing Gratitude and Redefining “Enough”    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here. MORE Podcast Title The Long Term Investor
Podcast Description We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of "Making Money Simple," Peter Lazaroff distills complex financial matters into easily digestible lessons. If you're ready to get a clear plan for your investments and personal finances, you're in the right place.MORE Host Peter Lazaroff
Guest Carl Richards
Producer/Network Peter Lazaroff
Email ****@plancorp.com
Apple Rating 4.8/5Facebook 298Twitter 176Instagram 361 Avg Length 26 min Format Medium form Get Email Contact

7. How Identity Shapes Money Decisions with Carl Richards

Follow Play Sep 26, 2025 1:01:27
Website Apple Spotify
About Episode Carl Richards is a Certified Public Planner™ and the director of investor education for the BAM Alliance, which serves over 130 independent wealth management firms nationwide. He is widely recognized as the creator of the popular Sketch Guy column in The New York Times, a columnist for Morningstar Advisor, and the author of The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. Beyond his financial expertise, Carl’s simple sketches have been featured in art shows globally and make complex financial concepts easy to understand, empowering individuals to make informed decisions.  In this episode, Carl leads an exploration of the intersection of money, identity, and self-actualization. By delving into the psychology behind how people define themselves, he explains how professionals and clients can adopt intentional “forcing functions” to align their behaviors with their aspirations. From investing with purpose to navigating misaligned, aspirational regret, Carl provides practical and philosophical wisdom on becoming the person you strive to be—both for your clients and yourself. He also shares ideas about his new book, Your Money: Reimagining Wealth Through Simple Sketches.  MORE Podcast Title Heart of Advice Podcast, Presented by eMoney
Podcast Description The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal. The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.MORE Guest Carl Richards
Producer/Network eMoney
Apple Rating 5.0/5 Avg Length 45 min Format Long form Get Email Contact

8. Noticing What Matters: Carl Richards on Life, Money, and Meaning

Follow Play Sep 23, 2025 49:46
Website Apple
About Episode Carl Richards never set out to become the “Sketch Guy” for the New York Times. In fact, he thought he was applying to be a security guard when he stumbled into a job in securities. From that mix-up to the simple whiteboard sketches that eventually changed how we talk about money, Carl’s story is one of beautiful accidents, paying attention, and following the sparks that make life meaningful. In this conversation, Carl shares his first memories of money, his winding (and often accidental) path, and how his restless, “always in trouble” energy as a kid evolved into a career built on curiosity and creativity. He reflects on how the mountains quite literally saved his life, why he now thinks of his work as an adventure journal, and how hosting a women’s retreat became one of the most rewarding things he’s ever done. It’s a reminder to notice what matters, lean into authenticity, and never give up on the dream of doing life your way. Episode Highlights How answering the wrong ad led Carl into financial services — and the serendipity that shaped his career. The first whiteboard sketch that sparked a global body of work on money and behavior. Why Carl describes his work as an “adventure journal” rather than self-help. Growing up “always in trouble” — and how he’s learned to embrace the right kind of trouble. How the mountains have been a refuge and even a lifesaver throughout his life. How Carl juggles multiple projects, retreats, and writing by learning to say no — even to things he loves. The decision to sell his firm after realizing it had become an anchor instead of a safety net — and what it teaches about updating goals and dreams. The role of authenticity in our lives and this profession. Why intentionally creating space for women and underrepresented voices makes the industry stronger and more interesting. The power of noticing small sparks of joy and following them. Carl’s reminder not to give up on your dream, even if it doesn’t fit the mold. His newest book of 101 sketches, and the mission behind it: helping more people talk about money in ways that matter. MORE Podcast Title Her Life, Her Practice, Her Way
Podcast Description The "Her Life, Her Practice, Her Way" podcast—was created for female financial advisors who want more than just success on paper. It’s for those of us who care deeply about our clients, our families, and ourselves, and who are looking for real connection, support, and inspiration as we navigate the complexities of life and work. What You’ll Find Here: Stories of women building financial advisory practices on their own terms Honest conversations about challenges, growth, and fulfillment Practical insights from women who are redefining success A supportive community of like-minded, exceptional female advisors I believe that we do our best work—and live our best lives—when we honor our values, trust our instincts, and leverage our unique strengths. This is a space where we can explore what that looks like together. Whether you’re new to the profession, evolving your practice, or simply seeking a little more ease and joy in your day-to-day, you’re so welcome here. Let’s build something meaningful—together. 👉 Join the Community by subscribing on the podcast website: www.herlifeherpracticeherway.com 👉 Learn More About Coaching by contacting Tara on the Contact page of www.herlifeherpracticeherway.comMORE Guest Carl Richards
Apple Rating 5.0/5 Avg Length 61 min Format Long form Get Email Contact

9. Your Money, Your Life: Insights with Carl Richards

Follow Play Sep 15, 2025 37:09
Website Apple Spotify
About Episode In this episode of The Canadian Retirement Roadmap Podcast, Patrick sits down with Carl Richards — CFP®, bestselling author, and creator of the long-running Sketch Guy column in The New York Times. Carl’s new book, Your Money: Reimagining Wealth in Simple Sketches, explores our relationship with money in ways that are thought-provoking, emotional, and refreshingly human. Together, Patrick and Carl dive into several sketches from the new book, discussing: ✅ Why money = feelings ✅ The true meaning of real financial planning ✅ Why boring investments often outperform ✅ Why sometimes, you just need to spend the money ✅ How to live an “alpine style life” with less stuff and more meaning ✅ And how to embrace the reality that things change   ? Giveaway: Want a chance to win a copy of Carl’s new book? Enter here → www.bayswaterwealth.ca/podcast   ? Get Carl’s book on Amazon: https://a.co/d/hV9EoyP   Chapters: 00:00 Introduction and Guest Welcome 02:28 Carl Richards' Background and New Book 06:08 The Emotional Side of Money 08:57 Real Financial Planning 13:34 Investment Discipline and Practical Advice 17:56 The Purpose of Money 18:37 Spending Money for Happiness 21:16 Financial Planning and Spending 22:36 Portfolio Management Insights 25:47 The Alpine Style Life 28:56 Embracing Change 33:03 Final Thoughts and Reflections ? Don’t miss future episodes of The Canadian Retirement Roadmap Podcast! Subscribe here on YouTube and explore past episodes + free resources → www.bayswaterwealth.ca/podcast ? Website: www.bayswaterwealth.ca ? LinkedIn: https://www.linkedin.com/in/patrick-briscoe/ ? Instagram: https://www.instagram.com/bayswaterwealth/ ? Want to connect? Book a free 15-minute introductory call (phone or video) → https://bayswaterbookings.ca/prospective-step-1/   ? Connect with Carl: LinkedIn: https://www.linkedin.com/in/thinkingcarl/ X: https://x.com/behaviorgap Instagram: https://instagram.com/behaviorgap YouTube:  @behaviorgap  ⚠️ Disclaimer: The information shared in this video is for educational purposes only and is not tailored financial advice. Every individual’s situation is unique — please consult with a qualified financial planner before making decisions about your personal finances. MORE Podcast Title The Canadian Retirement Roadmap
Podcast Description The Canadian Retirement Roadmap is your monthly 30-minute guide to navigating the journey to and through a secure, fulfilling retirement. Presented by Patrick Briscoe of Bayswater Wealth Management, this podcast delivers expert insights on the latest financial news, practical advice on financial planning, and strategies tailored to help Canadians achieve their retirement dreams. Whether you’re just starting to save or fine-tuning your retirement plan, Patrick’s straightforward and relatable approach will help you take control of your financial future with confidence.MORE Host Patrick Briscoe
Guest Carl Richards
Producer/Network Patrick Briscoe
Email ****@gmail.com
Avg Length 21 min Format Medium form Get Email Contact

10. EP 92: The Power of Conversation: Carl Richards on Money, Meaning, and Behavior

Follow Play Jul 23, 2025 35:19
Website Apple Spotify
About Episode In this episode, Dale welcomes a very special guest—Carl Richards of The Behavior Gap. Known for his New York Times column and iconic financial sketches, Carl shares the story behind his new book, Your Money: Reimagining Wealth Through 101 Simple Sketches. Together, Dale and Carl explore the emotional and behavioral side of money, the illusion of financial certainty, and the importance of starting meaningful conversations around values, goals, and financial decisions. This isn’t just about spreadsheets—it’s about the human experience of wealth. ? Get the Friends of Carl excerpt: hello@behaviorgap.com ? Preorder Carl’s book: https://www.amazon.com/Your-Money-Reimagining-Wealth-Sketches/dp/1804091715 Carl Richards Social Links: https://instagram.com/behaviorgap https://www.linkedin.com/in/thinkingcarl/ https://x.com/behaviorgapMORE Podcast Title The Financial Purpose Podcast
Podcast Description Straight talk about aligning your financial purpose to Business, Money, and Investing.
Guest Carl Richards
Producer/Network Dale Shafer II, CFP®, CBEC®, APMA®
Apple Rating 5.0/5 Avg Length 38 min Format Medium form Get Email Contact

11. Carl Richards: Over Your Head (And Right Where You Belong)

Follow Play Jul 22, 2025 36:10
Website Apple Spotify
About Episode Carl Richards has spent decades translating financial complexity into simple truths—sketched with a Sharpie, delivered with soul. But what happens when the conversation slows down enough to surprise even him? In this episode, Carl and Kris sit down to explore five themes from his new book Your Money—Reimagining Wealth In Simple Sketches.  But what unfolds is more than a book discussion. It’s a vulnerable, layered dialogue about pausing before reacting, raising thoughtful kids in a noisy world, redefining success, and living inside your own enough. Whether you’re a planner, a parent, a seeker, or someone just trying to navigate money with intention—this one’s for you. MORE Podcast Title Finance On The Fringes
Podcast Description Finance On The Fringes is for those who don’t follow the herd—and don’t intend to start now. To be on the fringes means standing at the edge of convention, just outside the noise of mainstream finance. It’s often seen as a marginal place—but here, it’s where the most powerful strategies begin. You’re not swayed by popular opinion. You don’t need flashy trends. Maybe you just haven’t found a financial path that feels like yours—or a way to make your money actually serve your life. Start here.MORE Guest Carl Richards
Producer/Network Finance On The Fringes with Kristine Boelte
Avg Length 58 min Format Long form Get Email Contact

12. Reimagining Wealth Through Simple Sketches with Carl Richards

Follow Play Jun 17, 2025 30:59
Website Apple Spotify
About Episode In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Carl Richards—a celebrated author, sketch artist, and financial behavior keynote speaker—to the show. Known for his long-running New York Times column and his iconic “simple sketches” that distill complex money issues into clear, visual insights, Carl pulls back the curtain on his journey from financial professional to internationally sought-after thought leader. Whether you’re a financial advisor looking to inspire your clients, or an event planner hoping to land a powerful keynote, this episode provides an in-depth, behind-the-scenes look at what makes Carl’s work and presentations truly unforgettable. The conversation spans from Carl’s quirky and humble beginnings (think: grocery store talks and launching T-shirts into crowds) to his thoughts on the not-so-comfortable moniker of “thought leader.” Carl opens up about the philosophy that drives his keynotes and writing, discussing why his new book—Your Money: Reimagining Wealth Through Simple Sketches—was designed not just as a book but as a spark for deeper, ongoing money conversations. Mary and Carl dig into the real heart of what makes great financial events resonate with advisors, clients, and even the “non-interested spouses” in the room. Carl also shares how his global travels have shaped his perspective on money, human connection, and the stories we tell ourselves about both. Meet Carl Richards Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just card stock and a Sharpie. The column ran weekly for a decade. This journey began when Carl applied for what he thought was a job as a “security guard,” only to find out the ad actually said “securities.” That slight misstep sparked a lifelong dedication to reshaping how we think about money. Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financial and investment events worldwide—from Australia to South Africa, the UK, and major economic centers across Europe, Canada, and the United States. His bestsellers, The Behavior Gap and The One-Page Financial Plan, have been translated into over ten languages and continue to resonate globally. Through his daily podcast, Behavior Gap Radio, which now has over 1,000 episodes and over one million downloads, Carl shares new perspectives on aligning our resources with what truly matters. His latest audio project, 50 Fires, backed by executive producers Chip and Joanna Gaines, explores the intersections of money and meaning with guests like Pete Holmes, David Whyte, Krista Tippett, and his favorite guest by far, his wife, Cori. Carl founded The Society of Advice, a community of financial planners dedicated to the craft of advice. They gather for a monthly online workshop and frequent retreats in Park City, Utah. In 2025, Carl will release a new book that, true to form, will be unlike anything seen in the personal finance section—and you better believe there will be sketches (97 of them, to be exact). When he’s not exploring ideas about money, Carl, a Wilderness First Responder, can be found navigating Utah’s high mountain ridges on foot, skis, or bike. Married to Cori since 1995, they have four kids, whom they consider their best friends. Key Takeaways: There’s No Straight Path to Speaking Success: Carl’s journey to the stage was anything but linear. From failed in-store talks with zero attendees to playful stunts like tossing T-shirts at conferences, he emphasizes that “there’s nothing about my career people should try to follow exactly.” His story is a reminder that embracing originality, risk, and failure builds authenticity and resilience—the very qualities that make a speaker... MORE Podcast Title Financial Behavior Thought Leaders
Podcast Description What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where we represent the best financial thought leaders and speakers in the industry. Every day, financial advisors, event organizers, and industry professionals are searching for dynamic speakers to educate, inspire, and engage their audiences—but how do you find the perfect one? That’s where this podcast comes in. Every other week, I sit down with top financial speakers to uncover their journey, explore their most powerful keynotes, and give you a front-row seat to the stories that make their talks unforgettable. You’ll hear insider insights, a preview of their message, and even a behind-the-scenes look at what it’s really like to work with them. Listen every other week for conversations around: Financial Behavior & Psychology Money decisions aren’t just logical—they’re deeply emotional and psychological. We explore the behavioral biases, habits, and mindsets that shape financial choices, helping financial professionals better understand both their clients and themselves. From the latest research in behavioral finance to practical applications in advising, we uncover how psychology influences money and how to reshape financial behaviors for better outcomes. Financial Wellness True financial success goes beyond wealth—it’s about overall well-being. This podcast dives into holistic financial wellness, addressing not just numbers but stress, confidence, and long-term security. We discuss strategies to help clients achieve balance in their financial lives while ensuring advisors have the tools to promote sustainable financial health. Emotional Intelligence & Resiliency Financial professionals face unique pressures, from emotional client interactions to regulatory demands. We focus on resilience, stress management, and mental well-being, offering insights on how to thrive in a high-pressure industry while maintaining personal fulfillment and balance. Communication We dive into communication strategies that build trust, foster engagement, and help financial professionals navigate difficult money conversations. Whether it's coaching clients through emotional decisions or refining your storytelling skills, we explore ways to make financial discussions more impactful. Practice Management Running a successful financial practice requires more than technical expertise. We discuss best practices for growing and managing a financial advisory business, from operational efficiency to client experience. Whether you're looking to improve workflows, scale your firm, or enhance client relationships, we provide insights to help you build a thriving, sustainable practice. Marketing & Technology for Financial Advisors From digital branding and content marketing to fintech innovations and AI-driven client insights, we provide practical ways to modernize and grow your advisory practice. Whether you’re planning a client event, booking a major conference keynote, or just want to learn from some of the brightest minds in financial services, Financial Behavior Thought Leaders is your all-access pass to the best in the business. Subscribe now and join me as we go beyond the podium to meet the voices shaping the future of financial thought leadership.MORE Guest Carl Richards
Avg Length 27 min Format Medium form Get Email Contact

13. Simple Solutions For Successful Podcasting!

Follow Play Jun 15, 2025 39:56
Website Apple Spotify
About Episode Send us a text In this episode we chat with Carl Richards, who has spent more than 25 years behind the microphone, on radio and on stage, entertaining and influencing audiences world wide. He’s a 3x best selling author, TEDx Speaker and emcee, Podcast host and the founder and CEO of Carl Speaks and Podcast Solutions Made Made Simple. Carl gives practical advice and helps coaches, consultants and other subject matter experts become the authority by launching world class podcasts.  MORE Podcast Title Leverage Your Influence
Podcast Description We share inspiring stories about how podcasting helps you to leverage your influence, income, and impact. Whether you are thinking about launching a podcast, already have one and want to learn how to scale it, this is the show for you! MORE Guest Carl Richards
Apple Rating 5.0/5 Avg Length 31 min Format Medium form Get Email Contact

14. Human Behaviour & Financial Planning - With New York Times Columnist..

Follow Play Mar 12, 2024 58:35
Website Apple Spotify
About Episode In this episode of The Century Plan Sarah and Dennis are pleased to welcome their guest Carl Richards.   Carl is a US-based certified financial planner, joining the podcast from Park City Utah. Carl is the creator of the Sketch Guy column, which appeared weekly for a decade in the New York times. He's an international author and speaker, and his work has influenced financial planners across the globe.   During this episode, Carl shares his insights, knowledge, and experiences as a financial planner.  We learn about how Carl became a columnist and author with books including, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money and The One-Page Financial Plan: A Simple Way To Be Smart About Your Money. We learn more about the artwork at Yellowtail which includes favourite pieces from Carl's sketch collection.     Useful information Guest: Carl Richards Website: Books: The Behaviour Gap: Simple Ways to Stop Doing Dumb Things with Money The One-Page Financial Plan: A Simple Way To Be Smart About Your Money.   Host: Dennis Hall Dennis is a Chartered Financial Planner whose career spans 35 years, mostly in central London. After working for larger organisations (including a spell in Moscow) he founded Yellowtail in 2006 and later relocated the office to Exeter. Dennis's particular expertise lies in Lifestyle Financial Planning, helping busy successful people transitioning from working for a living to financial independence, allowing them to choose whether they work, retire, or something in-between. Dennis regularly writes for the trade press and the finance sectors of national newspapers and also has written a book on getting your financial affairs in order called "Who Will it Hurt When I Die" Host: Sarah Steele Sarah joined Yellowtail in 2017 having worked previously at Coutts Bank in Central London. Her role focused on clients in the sports and entertainment industry and, more recently, in private healthcare. In 2022, Sarah became Yellowtail's second Director and now looks after all the non-regulated aspects of the business. Sarah is particularly interested in the psychology of money and the interactions clients have with their financial planner. These interactions form the basis of many of the questions Sarah puts to Dennis on The Century Plan.   Contact us: sarah@yellowtail.co.uk MORE Podcast Title The Century Plan
Podcast Description Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall, on why your money needs to work harder, for longer.
Guest Carl Richards
Producer/Network Dennis Hall & Sarah Steele
Avg Length 40 min Format Long form Get Email Contact

15. Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor..

Follow Play Oct 14, 2021 48:07
Website Apple Spotify
About Episode Today I'm joined by Carl Richards. I know...you've heard Carl speak dozens of times, read his books, and used his drawings for years. But today's conversation is truly unique. We cover: Why financial advisors struggle to find success with their marketing What advisors can do to improve their marketing approach How to get over the fear of sharing your work in public Carl also shares step-by-step one of the most successful advisor marketing projects he's ever worked on. If you want to learn the tactics behind this proven marketing strategy + get over your fear of taking action, this episode is for you. ? Click Here for Show Notes & Resources Mentioned MORE Podcast Title Experiments in Advisor Marketing
Podcast Description Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box experts.MORE Guest Carl Richards
Producer/Network Taylor Schulte
Apple Rating 4.8/5 Avg Length 37 min Format Medium form Get Email Contact