Feb 15, 2019
In this episode you can listen to the second half of my interview with Carl Richards for his new Talking About Money workshop.
The goal of Carl’s Talking About Money workshop is to give people the tools and confidence necessary to have conversations about money that don’t end up in arguments. Too often, our money discussions cause stress and distress as we don't appreciate that money is emotional and evokes all kinds of feelings.
In the five workshop modules, Carl explores the ground rules for successful money conversations, how to start the conversation, the importance of listening, a process to follow and how to get started.
He interviewed four experts in this field, including me! Carl wanted to include my perspective because he understood that my somewhat different approach to retirement planning is grounded in listening, understanding and asking the right questions.
He has kindly allowed me to share this part of his Talking About Money workshop on my Retirement Café Podcast.
For those of you who don’t know Carl Richards, you may be familiar with his most famous work. Through his simple sketches, Carl makes complex financial concepts easy to understand. Otherwise known as The Sketch Guy, his column has appeared weekly in the New York Times since 2010.
Carl is also a Certified Financial Planner, an author and a frequent keynote speaker at financial planning conferences around the world.
This episode, episode 14, is the second of a two-part series giving you a sneak preview of what to expect from the workshop.