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Don't Retire...Graduate!

One Point Better: Gender Differences, Money Histories, and How to Get a Little Better Every Day with the Chief Financial Mom

Apr 7, 2022
29:07

Welcome back to Don’t Retire... Graduate! Today’s guest is the most educated individual we know in this industry. Dr. Mary Bell Carlson is a financial behavioral expert who has worked with the government, military, and financial educational organizations, is an adjunct professor of financial planning, and is the founder of Chief Financial Moms. She’s here to talk about gender differences in personal finance, money histories, and how we can get just one point better every day.

In this episode we’ll talk about:

•The asset shift from baby boomer men to women that will be taking place over the next decade
•How women and men look at financial advice and manage money differently 
•The need for women in financial planning
•Personal financial literacy education and how to know if your school is teaching it
•Understanding your money history and starting conversations about it as a couple
•How you can get even half a point better each day

Visit dontretiregraduate.com for a full transcript of this episode.

Resources mentioned in this episode: 

https://checkyourschool.org/

https://www.jumpstart.org/

https://freeguide.chieffinancialmom.com/

 

About Mary Bell Carlson

Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade. From the bowels of the Pentagon to international audiences, Dr. Carlson has presented numerous financial seminars and worked on a variety of financial planning and education projects.

After getting married and having her two daughters, she started Chief Financial Mom.com, a personal finance education platform to help busy moms. Currently, she also works as adjunct faculty for the financial planning programs at both the University of Georgia and Texas Tech University.

ChiefFinancialMom.com

Facebook @ChiefFinancialMom 

Twitter @ChiefFinanceMom 

Instagram @ChiefFinancialMom 

YouTube Channel @Chief Financial Mom 

Linkedin @Mary Bell Carlson, Ph.D., CFP®, AFC® 

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