Book Review & Discussion : The One-Page Financial Plan

Vr 30. april 2021 om 19:00 - 22:00

Online Event

In this event, you’ll learn


Which question to ask yourself first, before making any financial decisions
How you can lay out your financial future on one simple balance sheet
Why rules of thumb aren’t a good fit to help you save money
How approaching your investments like a scientist will make you more money
Who you should talk to first about your finances


About the Author


Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States. He is the creator of the weekly Sketch Guy column in the The New York Times, and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl’s art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson’s Gallery in New York, The Shultz Museum, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.

Overview


A Simple Way to Be Smart About Your Money

Earning money has become an inescapable pursuit, with no end in sight.
To help you better organize your resources, Carl devised a plan of activities that you must undertake in order to enjoy life thoroughly.
Our summary gives a preview of the financial plan and all its features.

As soon as we leave college, the money-mania transforms from a part-time job into 24/7 obsession. Even though most of us hate to admit it, we are all part of the same system.

Paying off your mortgage, providing good healthcare and education for you and your children, are only a few of the responsibilities one can think of.

All of these liquid assets must be pointed towards monthly liabilities in order for the person to stay on track – but, that’s easier said than done.

At the end of the month, if there’s nothing left in your bank account, you need a change of pace and plan.

Every journey starts with the first step, and investors know best that without proper planning, every endeavor is doomed to fail.

What is the deal about money? Do you want our advice? – Don’t skip town, when things are about to get serious!

Answer this question, examine your needs, test your capabilities and perhaps you’ll be able to turn the useless into useful.

In reality, money is just an exchange paper without real value, which reflects your status in the society.

Not only that finances give us a sense of independence and secure our future, but these assets also help us to understand our role in these hypocritic processes.

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