3' - The One-Page Financial Plan

This excerpt from Carl Richards's The One-Page Financial Plan guides readers in creating a personalized financial strategy. It emphasizes identifying core values and aligning financial goals accordingly rather than focusing solely on investment strategies. The book stresses the importance of understanding current financial standing, budgeting for awareness, and making informed decisions about debt and insurance. It promotes a simple, adaptable plan that accounts for life's uncertainties and encourages readers to prioritize their values over chasing fleeting market trends. Finally, it advocates for working with a trustworthy financial advisor who prioritizes the client's best interests.

Om Podcasten

"Alchemy of Self" is a transformative process of personal growth, akin to how alchemists sought to turn base metals into gold. In a metaphorical sense, it refers to refining the human spirit, mind, and potential through self-discovery, learning, spiritual or psychological evolution, and/or working directly with a Teacher. In this series, famous and little-known texts about money, mind, and spirit are transformed into AI-based conversations that lead (you) the listener on your own inquiry. Listen carefully, let questions arise, and engage what you hear - now.