Emotionally Invested with Mary Clements Evans

In this episode of The Authority Company Podcast, Joe chats with Mary Clements Evans, a seasoned financial advisor and author of Emotionally Invested: Outsmart Your Anxiety for Fearless Retirement Planning. Mary shares her journey from growing up in a financially struggling household to becoming a successful financial advisor, helping clients navigate the emotional complexities of money management. She introduces her concepts of FOMO (Fear of Missing Out) and FORO (Fear of Running Out), explaining how these emotional drivers influence financial decisions. Mary also delves into the history of pensions, the complexities of modern finance, and common mistakes people make when planning for retirement. With a blend of personal anecdotes and professional insights, Mary offers practical advice for anyone looking to take control of their financial future. Tune in to learn how to outsmart your financial anxieties and plan for a fearless retirement.

MARY CLEMENTS EVANS, CFP®, CDFA®, ABFS®, is the founder and president of Evans Wealth Strategies in Emmaus, Pennsylvania and a registered principal with Raymond James. She specializes in helping individuals and couples overcome their fear, anxiety and guilt about money so they can achieve financial happiness now and in retirement.

Mary earned a BA in accounting from Temple University and spent 25 years in corporate finance with Exide Battery, Goodall Rubber, Kellogg’s and Rodale Publishing before starting her firm in 2008. She is an international speaker and has been named to Raymond James’s Chairman’s Council for six consecutive years.