
Member Reviews

First, I will say this was a good book and I hope it finds a large audience. I think it is very appropriate for those considering seeking financial guidance as well as those offering it. The full title is "Emotionally Invested: Outsmart Your Anxiety for Fearless Retirement Planning".
The author Mary Clements Evans runs an office offering financial guidance and does a great job in describing various money personalities and how she works with them. She believes that many offering financial advice do not serve their clients as well as they could because they do not take the emotional and behavioral aspects into account while developing a financial plan.
Another important point she makes is that a Certified Financial Planner (CFP) has met rigorous educational and continuing education standards and must act as a fiduciary capacity for clients while those with titles such as financial planner or financial adviser are not required to meet similar standards

Unfortunately this book is not written for the average American household. The average American households income is $80k. This author is speaking of a single income of $100k-$300k yearly. She also spoke about $750k was not enough to survive on once retired. This entire book was depressing to read as an average American who does not make $300k a year. She spoke alot about not yelling or making her clients feel insufficient but she does this throughout the entire book. I do not recommend this book.

With simple writing and simple understanding of the human experience the author brings home money intelligence.
I know that sounds weird, but just read the book.
This book had me hooked with the two different types of people in the world, the Fear of Missing Out (the big spenders) and the people who were Fear of Running Out (FORO"s, which I am one). The author explained how to talk to people in each category, how to recognize one or the other in your self.
She gave practical advice on how to find a financial advisor, what to ask, and how to approach finding a financial advisor.
Here is what I truly loved about this book, the author didn't talk down, didn't over explain anything, she was very helpful, nice, and understanding. This is NOT your typical financial book.
This book should be read by every single couple when they first get married to really determine what your financial style is.
I will recommend this book to others!

Behavioral finance. Mary Clements Evans does a great job of showing the different type of money personalities and how to work with them and what is there to like about them and worry about them. There is also information about the stages of coming to grip to reality with finances when unexpected things happen.