Carl Richards - How to Make and Keep Financial Goals

Standard Deviations with Dr. Daniel Crosby

תוכן מסופק על ידי Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

3y ago 51:06

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Tune in to hear:

- Carl Richards speaks about serving real financial advisors. This of course presupposes the existence of fake financial advisors, so what’s the difference between a real financial advisor and a fake financial advisors?

- What practical advice can help one avoid a financial advisor that doesn’t have your best interests at heart?

- How do we help clients articulate powerful goals that are salient and motivating without failing prey to this trip of false precision?

- How do we begin to see ourselves as we truly are, allowing us to become better financial advisors?

- We have a tendency as a culture to always move the goalpost on what is enough - what can we do to cultivate a spirit of knowing when we have enough?

- How might we look at asset classes like cryptocurrencies and NFTs through a behavioral finance lens

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