BAM Intelligence

Financial Planning 101: How To Get Paid Incredibly Well For Being Lazy

Identify your values, get clear about where you are today, move toward your goals. Carl Richards chats with AAII’s Charles Rotblut about putting money in context and his latest book, “The One-Page Financial Plan.”

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Carl Richards

The BAM ALLIANCE

Carl Richards is the creator of the weekly Sketch Guy column in The New York Times and is a columnist for Morningstar Advisor. Carl has also been featured in The Wall Street Journal, Financial Planning, Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. His simple but meaningful sketches served as the foundation for his first book, “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.”

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