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Cover of The One-Page Financial Plan
Book Summary · 21 min

The One-Page Financial Plan

By Carl Richards

This episode reveals how simplifying your financial approach to align with your deepest values can cut through complexity and reduce anxiety.

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Book Summary
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21 min
An excerpt

“This episode reveals how simplifying your financial approach to align with your deepest values can cut through complexity and reduce anxiety.”

— Carl Richards, The One-Page Financial Plan

What it is about

Financial planning, simplicity, values, decision-making

Who it is for

If you've ever felt overwhelmed by financial complexity or unsure how to align your money with your deepest life goals, this will feel familiar a clear, actionable path forward.

The author

Carl Richards, a certified financial planner and New York Times columnist, has a rare gift for cutting through financial jargon to reveal the simple, human truths behind our money decisions.

About the author

Carl Richards

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