EP: 015 An Intro to Financial Biases w/ Mary Bell Carlson

Modern Financial Wellness

Dr. Mary Bell Carlson, CFP®, AFC®, is a financial behavior expert, well-known speaker, podcaster, and storyteller and I was excited to have the chance to talk to her about her work around Financial Biases.
We had a really wide ranging conversation in which we cover...

• Mary's extremely unique career thus far. Having spent time in Washington D.C. working with the Pentagon and lobbying Congress on behalf of the Financial Planning Association, Mary gives us a behind the scenes look at the role of the federal government and the impact it can have on financial decision making and financial behavior.
• We talk about what Financial Biases are and how they appear in our daily lives.
• She helps us understand ourselves better and gives us a lesson in Heuristics, or the "short cuts" our bodies use to help us make decisions.

And much more...
READ + LISTEN + LEARN:

• "The Book of Forgiving", By Desmond and Mpho Tutu
• "The Bomber Mafia", By Malcolm Gladwell
• "Long Walk to Freedom: The Autobiography of Nelson Mandela"

WELLBEING:

• Mary loves to spend time in prayer, reflecting on the things she is grateful for in her life and reading to her children.

FIND HER AT:

• https://keynote.financial/mary-carlson/

ABOUT ME:
My name is Jim Grace and I am a CFP®️ (Certified Financial Planner) and the Director of Wealth Management at Silver Pine Capital, LLC. (www.silverpinecapital.com) a registered investment advisory firm in Medfield, Massachusetts. ​
In my spare time I host a podcast and write about Financial Wellness & Wellbeing. Check out some of my other work @ www.ModernFinancialWellness.com. On the website I try to unpack each episode a little further and also spotlight any other resources I think might be helpful to anyone trying to feel better about their finances.
https://www.instagram.com/modernfinancialwellness/