Carl Richards
About Carl Richards
“It was a joy to have Carl. Seriously, he crushed it (I am already a big fan). He is a great presenter and made himself very available afterwards. I ended up chatting with him for 30 minutes after the presentation was over.”
Speech topics
Your Money: Reimagining Wealth Through Simple Sketches
In this keynote, Carl Richards—creator of The New York Times “Sketch Guy” column and a trusted voice in the financial planning world for over 25 years—delivers a transformational experience. Drawing on hundreds of keynote events, thousands of conversations with real people, and the most powerful insights from his new book, Carl weaves live sketching, storytelling, and human truth into an unforgettable session. This isn’t about performance or products…it’s about the emotional side of money, and the real work of advice. The audience will walk away not just inspired, but equipped with language, metaphors, and frameworks to help clients make better decisions and have the conversations that truly matter.
Speaking videos
Books by Carl Richards
“Your Money Reimagining Wealth in Simple Sketches” (2025)
Your Money Reimagining Wealth in Simple Sketches
“The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money” (2024)
Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon-the distance between what we should do and what we actually do-"the behavior gap." Using simple drawings to explain the gap, he found that once people understood it, they started doing much better. Richards's way with words and images has attracted a loyal following to his blog posts for The New York Times, appearances on National Public Radio, and his columns and lectures. His book will teach you how to rethink all kinds of situations where your perfectly natural instincts (for safety or success) can cost you money and peace of mind.
“The One-Page Financial Plan: A Simple Way to Be Smart About Your Money” (2015)
Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once, they’ve begged, “Just tell me what to do.” It’s no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don’t have time to make sense of all the information available. They don’t just want good advice, they want the best advice—so rather than do the “wrong thing,” they do nothing. Their 401(k) and bank statements pile up, unexamined or maybe even unopened. What they don’t realize is that bad calls about money aren’t failures; they’re just what happens when emotional creatures have to make decisions about the future with limited information. What I tell them is that we need to scrap striving for perfection and instead commit to a process of guessing and making adjustments when things go off track. Of course we’re going to make the best guesses we can—but we’re not going to obsess over getting them exactly right. The fact is, in a single page you can prioritize what you really want in life and figure out how to get there. That’s because a great financial plan has nothing to do with what the markets are doing, what your real estate agent is pitching, or the hot stock your brother-in-law told you about. It has everything to do with what’s most important to you. By now you may be wondering, “What about the details? How much do I need to invest each year, and how do I allocate it? How much life insurance do I need?” Don’t worry: I’ll cover those topics and many more, sharing strategies that will take the complexity out of them. The most important thing is getting clarity about the big picture so you can cope with the unexpected. Maybe you’ll lose the job you thought was secure; you’ll take a financial risk that doesn’t pan out; you’ll have twins when you were only budgeting for one. In other words: Life will happen. But no matter what happens, this book will help you bridge the gap between where you are now and where you want to go.
At a glanceCarl Richards
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