Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “real work” in our profession, the beauty of simplicity, and why we need to focus on understanding problems rather than offering solutions.
We get to regularly speak with diverse financial planners who hail from all corners of the United States. This week, we were lucky to talk with Kate Holmes, global advocate, CFP®, international speaker, and podcast host about what financial planning looks like worldwide.
This week, we welcomed back Roger Whitney, award-winning podcaster and CFP® who serves retirees. We talked about the three phases of his retirement planning experience, as well as the Retirement Answer Man podcast and his membership community, Rock Retirement Club.
The doctor is in! We welcomed financial psychologist and CFP® Dr. Brad Klontz back for another episode of YAFPNW. This time, we discussed the power of communication and emotion, money scripts, and using social media to spread the truth about money.