
Carl Richards
Host and financial conversationalist. He is the host of 50 Fires: A Podcast About Money and Meaning.
Top 10 podcasts with Carl Richards
Ranked by the Snipd community

61 snips
Jul 11, 2024 • 46min
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
Client communication expert Carl Richards and Michael Kitces dive into impactful questions for deeper client connections, including childhood money memories and values. They discuss the power of probing questions to understand clients' perspectives and foster meaningful conversations about money across life stages.

40 snips
Oct 2, 2024 • 56min
Why Overthinking Will Ruin Your Marketing With Carl Richards
Carl Richards, a seasoned expert in ethical marketing for financial advisors, shares his insights on overcoming marketing failures and embracing authenticity. He discusses the crucial balance between experimentation and focused effort, advocating for a shift in mindset toward ethical practices. Listeners learn about simplifying marketing strategies, prioritizing quality client engagement, and designing intentional marketing frameworks. With personal anecdotes, Richards emphasizes the importance of clarity and integrity in building meaningful connections with clients.

38 snips
Jul 13, 2023 • 1h 19min
Why Do We Fear Being Ordinary? [Carl Richards]
Imagine your own funeral. Your friends are asked to describe you. And they say: “You know what? He / she lived a really ordinary life”. The thought of it makes me shiver. But why? Join Carl and I as we explore why we should celebrate being ordinary, why not everything has to be heroic and what it actually means if you say “I want my life to matter”.
Learn more about Carl:
Connect with Carl on Twitter
Connect with Carl on LinkedIn
Subscribe to Carl’s newsletter Behaviour Gap
Read Carl’s book The Behaviour Gap
Read Carl’s column in the New York Times
References from the show:
When Things Fall Apart by Pema Chodron
Rick Rubin talks to Anderson Cooper about his secret for success
Rick Rubin on the “On Being” Podcast
Everything is spiritual by Rob Bell
Essentialism by Greg McKeown
Join an upcoming group coaching cohort:
Are you looking to ask deep, introspective and provocative questions about your own life (with Khe and likeminded peers)
Apply today
THE MOST UNIQUE PRODUCTIVITY COURSE ON THE INTERNET
Supercharge your Productivity is the only course that connects the pursuit of productivity to life’s larger questions so you can design a system that works for you.
Enroll Now
BECOME A RADREADER:
📩 Join 45,000+ ambitious professionals for our weekly essays on productivity, money and career.
🐦 Twitter
🎥 TikTok
📸 Instagram
💼 LinkedIn
🌍 The Blog
ABOUT RADREADS
RadReads is an online education business that helps ambitious professionals lead more productive, examined and joyful lives. RadReads provides guides, coaching, and trainings to more than 45,000 high-performers to help them gain back free time, scale their impact, and make their little dent in the universe.
ABOUT KHE HY
Khe Hy is the founder of RadReads and father of two. Khe spent 15 years working on Wall Street and was one of the youngest Managing Directors at BlackRock. He's been called Oprah for Millennials by CNN and the Wall Street Guru by Bloomberg and his work has been featured in the Wall Street Journal, TedX, Business Insider, Barrons, Time Magazine and Quartz.

18 snips
Aug 29, 2024 • 1h 2min
WCI #382: The Behavior Gap with Carl Richards
Carl Richards, a Certified Financial Planner and influential author, discusses the 'behavior gap' that leads investors to make poor decisions. He emphasizes the importance of aligning financial strategies with personal values and navigating emotions that affect investing. Richards also sheds light on the shortcomings of the financial advisory industry, advocating for genuine communication and trust between advisors and clients. Additionally, he draws parallels between managing risks in finance and in activities like mountain climbing, urging a focus on experiences over material wealth.

10 snips
Mar 6, 2024 • 40min
Morgan Housel and Gretchen Housel Part 2: Why they never fight about money, why Morgan now only wants to fly business class, and how they’re talking to their kids about money
In this podcast episode, Carl Richards interviews Morgan and Gretchen Housel about their approach to money. They discuss the importance of distinguishing between wants and necessities, how they navigate money management in their relationship, and the influence of social circles on spending habits. The couple shares insights on living below their means, viewing money as a tool, and discussing money with their children.

9 snips
Aug 22, 2024 • 32min
Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
Carl Richards, a client communication expert renowned for his insights on financial planning, joins the discussion on effectively conveying the value of life planning. They explore how financial advisors can market their unique approach before investing in client meetings. The conversation highlights the importance of understanding clients' emotional needs and crafting exceptional experiences that foster positive referrals. They delve into niche marketing strategies for attracting ideal clients, emphasizing tailored conversations for those navigating significant life transitions.

7 snips
Oct 14, 2021 • 48min
Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use
In this episode, experienced advisor and author Carl Richards discusses why financial advisors struggle with marketing and offers tips for improvement. He also shares a step-by-step marketing project. Topics include fear of sharing work, building trust, finding a niche, overcoming fear, and taking action.

Aug 13, 2024 • 5min
1122 | The Generous Act of Attention
Carl Richards, a financial expert and author, dives into the profound concept of attention as a vital form of capital in building meaningful relationships. He reflects on insights from Simone Weil, emphasizing that offering genuine attention is one of the most generous things we can do for others. Richards also discusses how intentional focus on our relationships can enhance human connections, urging us to consider where we direct our attention in an increasingly distracted world.

May 2, 2024 • 39min
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
Client communication expert Carl Richards joins Michael Kitces to discuss transitioning from saying yes to opportunities to focusing on setting boundaries. They explore efficient task delegation, the evolution of decision-making in financial advising, building confidence as an advisor, and embracing 'I don't know' for personal growth.

Aug 8, 2024 • 29min
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
Carl Richards, a client communication expert renowned for his work on work-life balance, joins Michael Kitces to discuss challenges boutique practices face with rapid growth. They humorously reflect on a blue couch that symbolizes advisors' shared experiences. The conversation emphasizes the importance of intentionality in business design and aligning personal values with professional goals. They explore the trade-offs in various advisory practice models, encouraging listeners to choose the right problems for a fulfilling career and life.