#47 | The One Page Financial Plan | The Rock/Star Advocate

Suz is a mindset coach for music industry professionals looking to gain clarity on their goals & find a better work/life balance.





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#47 | Book Review: The One Page Financial Plan

Acknowledgment over judgment.

Overwhelmed when thinking about finances? Suz breaks down her experience reading The One Page Financial Plan by Carl Richards, sharing her biggest takeaways.

When we can break things down into simple, black and white figures we can make better decisions and reduce our anxiety around money and the power we let it have over us. This book helped me realize that I’m not too dumb or too inexperienced with finances to be able to have control over where my money goes and why.

Key Highlights

  • How I came across this book
  • What Financial Management has in common with Time Management
  • How you can create your own One Page Plan
  • Why doodles help
  • The trap of comparison paralysis


  • Theme music brought to you by DC-based Indie/Pop band Sub-Radio
  • More podcast episodes can be found here
  • You can download a copy of the episode’s transcript here
  • Grab Carl Richard’s The One Page Financial Plan here
  • Learn more from Carl Richards on his website Behavior Gap here
  • Look at what Carl Richard’s own One Page Plan looks like here
  • Follow Carl on Instagram @BehaviorGap

Download this template to create your own One Page Financial Plan based on Carl Richard’s practices!

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