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Published by Forbes Books
Distributed by Simon & Schuster
Table of Contents
About The Book
2025 Global Book Awards Bronze Medalist in Business & Money
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, ABFP® 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.
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, ABFP® 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.
Product Details
- Publisher: Forbes Books (March 25, 2025)
- Length: 232 pages
- ISBN13: 9798887506845
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Raves and Reviews
“Emotionally Invested… deliver[s] a life-transforming journey for readers who want to understand their relationship with money and experience deeper levels of financial freedom.”—The Book Commentary
“Anyone who is about to retire or is planning their retirement should have this book on their shelf. Emotionally Invested covers the various aspects of life that influence your financial decision-making and provides helpful tools and strategies to ensure you have a solid nest egg post-retirement to live the life you want… Highly recommended!”
— Readers’ Favorite
"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.
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