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One Page Financial Plans and Cocktail Napkins - Interview with Carl Richards

One Page Financial Plans and Cocktail Napkins - Interview with Carl Richards

Update: 2015-04-08

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#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

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One Page Financial Plans and Cocktail Napkins - Interview with Carl Richards

One Page Financial Plans and Cocktail Napkins - Interview with Carl Richards

2015-04-0844:46

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One Page Financial Plans and Cocktail Napkins - Interview with Carl Richards

One Page Financial Plans and Cocktail Napkins - Interview with Carl Richards

Steve Stewart, Carl Richards