Emotionally Invested: Outsmart Your Anxiety for Fearless Retirement Planning

Most money advisors abide by the “rational man” theory. If you give people enough info, they’ll make a highly rational decision. That’s insane! We are human beings; we are never purely rational. Emotions play a huge role in everything we do. In other words, we are emotionally invested.

When Mary Clements Evans CFP®, CDFA, ABFP® opened her financial services firm in 2008, she began experimenting with a completely different way of inte...