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

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/