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内容由Peter Lazaroff提供。所有播客内容(包括剧集、图形和播客描述)均由 Peter Lazaroff 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Carl Richards On What Real Financial Advice Means (Rewind) (EP.153)

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Manage episode 419556083 series 3280613
内容由Peter Lazaroff提供。所有播客内容(包括剧集、图形和播客描述)均由 Peter Lazaroff 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.

Listen now and learn:

  • How investors fall victim to the behavior gap

  • What it means to do real financial planning

  • The best way to avoid “The Big Mistake”

To see the original show notes, YouTube interview, and resources visit this page: EP 100: What Real Financial Advice Means with Carl Richards.

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

TIMESTAMPS:

(04:30) What is the Behavior Gap?

(07:45) Why Investors Get Distracted

(11:05) What Investors Need When Markets Are Scary

(17:30) Real Financial Planning

(24:30) Getting Ahead vs. Having Enough

(30:00) The Value of a Real Financial Advisor

  continue reading

141集单集

Artwork
icon分享
 
Manage episode 419556083 series 3280613
内容由Peter Lazaroff提供。所有播客内容(包括剧集、图形和播客描述)均由 Peter Lazaroff 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.

Listen now and learn:

  • How investors fall victim to the behavior gap

  • What it means to do real financial planning

  • The best way to avoid “The Big Mistake”

To see the original show notes, YouTube interview, and resources visit this page: EP 100: What Real Financial Advice Means with Carl Richards.

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

TIMESTAMPS:

(04:30) What is the Behavior Gap?

(07:45) Why Investors Get Distracted

(11:05) What Investors Need When Markets Are Scary

(17:30) Real Financial Planning

(24:30) Getting Ahead vs. Having Enough

(30:00) The Value of a Real Financial Advisor

  continue reading

141集单集

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