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Emotionally Invested: Outsmart Your Anxiety for Fearless Retirement Planning

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2025 Global Book Awards Bronze Medalist in Business & Money

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(R), CDFA, ABFP(R) opened her financial services firm in 2008, she began experimenting with a completely different way of ...