Behavior Gap Radio

1374 | What is Real Financial Planning

Jan 21, 2026
Dive into the intriguing world of financial planning, where meaning takes center stage over money. Discover the concept of 'real financial planning' and why it’s more than just numbers. Carl emphasizes the importance of aligning your resources with what truly matters in life. He tackles the baggage that comes with labels and highlights financial planning as a unique lens for exploring deeper values. Don’t miss the insights on how your capital can reflect your priorities!
Ask episode
AI Snips
Chapters
Transcript
ANECDOTE

University Lecture Sparked Specificity

  • Carl Richards was lecturing at a university and got requests to be more specific.
  • That prompted him to plan a short series of episodes to get explicit about financial planning.
INSIGHT

Call It What Helps You Talk About It

  • Labels for this planning approach are imperfect but necessary.
  • Carl Richards chooses 'real financial planning' as a convenient moniker despite its baggage.
INSIGHT

Meaning, Not Money, Is The Output

  • Real financial planning measures meaning, not money.
  • Carl Richards says money is merely a tool to live a more meaningful life.
Get the Snipd Podcast app to discover more snips from this episode
Get the app