Behavior Gap Radio 1378 | The Planner's Role- Facilitator, Not Calculator
Jan 27, 2026
A conversational look at a planner's role as facilitator rather than number cruncher. Uses an archaeology metaphor to show how meaning is uncovered, not installed. Presents the idea of guiding clients on a non-destinational hike toward meaning. Discusses using varied tools from excavators to fine brushes and treating models as tests, not creators, of meaning.
AI Snips
Chapters
Transcript
Planner As Facilitator, Not Installer
- Real financial planning uncovers a client's existing meaning rather than installing it for them.
- The planner's role is facilitation and excavation, not prescribing values or destinations.
Non-Destinational Guiding
- Carl describes
Models As Test Tools
- Meaning isn't produced by spreadsheets or calculators; they only create conditions to explore it.
- Models are useful precisely because we know they're wrong and can test assumptions against them.