Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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One Page Financial Plans and Cocktail Napkins - Interview with Carl Richards
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Manage episode 113114107 series 30339
Content provided by Steve Stewart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Stewart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
#182: Carl Richards was a ditch-digger, fell into a securities job, became a Certified Financial Planner, then became the Sketch Guy at the New York Times by drawing financial concepts on paper napkins. He released his second book, the One Page Financial Plan, and shares with us his journey from ditch-digger to NYTimes writer. For a more complete list of notes with pictures and links, go to
…
continue reading
201 episodes
MP3•Episode home
Manage episode 113114107 series 30339
Content provided by Steve Stewart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Stewart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
#182: Carl Richards was a ditch-digger, fell into a securities job, became a Certified Financial Planner, then became the Sketch Guy at the New York Times by drawing financial concepts on paper napkins. He released his second book, the One Page Financial Plan, and shares with us his journey from ditch-digger to NYTimes writer. For a more complete list of notes with pictures and links, go to
…
continue reading
201 episodes
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