In today's episode, we talk with Certified Financial Planner Mary Clements Evans, author of "Emotionally Invested". Mary shares her approachable, jargon-free insights on personal finance. We break down the emotional aspects of financial planning, focusing on the personalities that drive financial behaviors.
Mary also delves into her own experience of transitioning from corporate America to launching her own financial advisory firm at the age of 52. We discuss the importance of having a financial plan, understanding your cash flow needs, and creating a comfortable space for discussing often-intimidating financial topics. By the end of the episode, you'll be inspired to take control of your financial future while debunking many common myths related to financial planning. So grab a notebook and tune in—it’s time to keep what you earn!
What You'll hear in this episode:
[0:50] Meet the Expert: Mary Clements Evans
[2:25] Mary's Journey to Financial Planning
[5:35] Understanding Financial Designations
[14:00] Client Personalities: FOMO vs. FRO
[21:40] The Financial Therapy Session
[22:15] Promoting the YouTube Channel22:37 Couples and Financial Dynamics
[23:30] Women in Financial Meetings
[24:30] Solution-Focused Financial Advice
[26:50] Understanding Volatility and Risk
[30:25] The Importance of Financial Education
[37:40] Personal Financial Stories
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The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
