CPA Trendlines Podcasts Carl Richards: The Lie of “Enough” | Holistic Guide
Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.
Full show notes here
With Rory Henry CFP®, BFA™
For CPA Trendlines
The Holistic Guide to Wealth Management
When advisors think about financial planning, numbers, projections, and optimization strategies are what typically come to mind. But in a recent podcast conversation with me, Carl Richards challenged that assumption, arguing that the real work of planning begins with having a meaningful dialogue about money.
As Richards described his latest book, Your Money: Reimagining Wealth in 101 Simple Sketches, the goal is not to provide answers, but to spark better questions. “The book is just a means to an end,” Richards said. “What I care about is that it starts [better] conversations about money.”