MTI033: Investing Priorities with Carl Richards


MTI033: Investing Priorities with Carl Richards

How do you set your investing priorities? This week’s guest is Carl Richards, the best-selling author of The Behavior Gap, joins us to talk about some of the concepts in his new book, The One-Page Financial Plan, and how they relate to investing.

Afterward, the panelists discuss some of their own strategies for creating investing priorities, and talk about some of the ideas in the Carl Richards book that weren’t mentioned during the main interview.

Topics Covered

Why you need to get clear on your financial priorities before you determine an investing plan.

The difference between systemic and unsystemic risk.

How to tell when you’ve stopped investing and are now speculating.


The Intelligent Investor by Benjamin Graham

The One-Page Financial Plan by Carl Richards

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists page.

Scroll to Top