Dr. Mary Bell Carlson - The Lessons of Financial Therapy
Podcast |
Standard Deviations with Dr. Daniel Crosby
Publisher |
Dr. Daniel Crosby
Media Type |
audio
Podknife tags |
Interview, 
Investing, 
Personal Finance, 
Psychology, 
Science & Medicine
Categories Via RSS |
Education
Publication Date |
Dec 09, 2021
Episode Duration |
00:45:05

Tune in to hear:

- What are some unique financial considerations for those with high-level government security clearances?

- What role does financial instability often play in cases of corporate and governmental espionage?

- Financial instability is often at the root of why people participate in espionage. What implications does this tendency have for the broader population?

- We often have very different subjective realities than our partners regarding personal finance. How can we better bridge this experience gap, and are there times when one party is just objectively in the wrong?

- How common are issues of “financial infidelity” in romantic or professional relationships?

- Should financial professionals act as more of a blank slate, making space for each client’s unique values, or should they lead with their own personal values?

- How can financial advisors take better note of their clients’ body language and appropriately use this information?

- What are some pragmatic steps advisors can take to take their client relationships to the next level?

https://chieffinancialmom.com

Compliance Code: 3025-OAS-12/1/2021

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Mary Bell Carlson. Dr. Carlson earned both her master’s degree (Texas Tech University) and Ph.D. (Kansas State University) in personal financial planning with an emphasis in financial therapy. She currently teaches at the University of Georgia in the financial planning program. She has also earned her Certified Financial Planner® and Accredited Financial Counselor® designations. She travels all over the world speaking to a variety of audiences on personal finance topics and how to have a healthy relationship with money.

Tune in to hear:

- What are some unique financial considerations for those with high-level government security clearances?

- What role does financial instability often play in cases of corporate and governmental espionage?

- Financial instability is often at the root of why people participate in espionage. What implications does this tendency have for the broader population?

- We often have very different subjective realities than our partners regarding personal finance. How can we better bridge this experience gap, and are there times when one party is just objectively in the wrong?

- How common are issues of “financial infidelity” in romantic or professional relationships?

- Should financial professionals act as more of a blank slate, making space for each client’s unique values, or should they lead with their own personal values?

- How can financial advisors take better note of their clients’ body language and appropriately use this information?

- What are some pragmatic steps advisors can take to take their client relationships to the next level?

https://chieffinancialmom.com

Compliance Code: 3025-OAS-12/1/2021

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