Emotionally Invested
Outsmart Your Anxiety for Fearless Retirement Planning
by Mary Clements Evans
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Pub Date Mar 25 2025 | Archive Date Mar 25 2025
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Description
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®, CDFA, ABFS opened her financial services firm in 2008, she began experimenting with a completely different way of interacting with clients. Her intent was to create an environment where people would never feel judged or guilty about money decisions. And her practice grew phenomenally. She helped clients identify and understand their Money Why―the underlying reasons behind their financial actions―and things finally made sense to them.
After nearly two decades of “financial therapy,” as she calls it, she’s written this book. It’s aimed at individuals and couples who feel frustrated and overwhelmed by money and have a hard time talking about it. But instead of telling you what stocks or mutual funds to buy, this book contains her most important observations from working with five hundred individuals and families. Chief among them is the different Money Whys people bring to the table, how they subconsciously affect financial decisions and, most important, how to identify yours (and your partner’s). Knowing your Money Why is the first step to achieving financial happiness now and in retirement.
Advance Praise
"Financial happiness stems less from numbers and investing jargon and more from understanding fears of missing out or running out. In Emotionally Invested, Mary Evans offers entertaining and insightful financial therapy to convert your ‘Money Whys’ into becoming money wise.”
― Gregory Karp
Veteran business journalist and author of Living Rich by Spending Smart and The 1-2-3 Money Plan
"Emotionally Invested dives into the emotions behind financial decisions, revealing how emotions shape our relationship with money in ways we often overlook. Through relatable stories and practical insights, it highlights the importance of understanding emotional triggers to make sound financial choices. It is a must read for anyone looking to gain control over their finances and financial happiness by first understanding themselves.”
― Marilyn Bauer
Retired IBM manager
"Emotionally Invested is a creative and easy read. Entertaining, informative, and thought-provoking. A subject most of us try to avoid ... but know we can’t.”
― Jack Peters
CEO, JR Peters Inc.
Featured Reviews
Mike M, Media/Journalist
There are many books out there about financial investments, but none that I am aware of that discuss the emotional investment that needs to be made for a venture's success. This book will change that.
Reviewer 186721
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.
Jennifer J, Reviewer
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!
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