Dr. Mary Bell Carlson - Unlocking Financial Wellness: Key Lessons from Financial Therapy

Tune in to hear:

- What are some unique financial considerations for those with high-level government security clearances?

- What role does financial instability often play in cases of corporate and governmental espionage?

- Financial instability is often at the root of why people participate in espionage. What implications does this tendency have for the broader population?

- We often have very different subjective realities than our partners regarding personal finance. How can we better bridge this experience gap, and are there times when one party is just objectively in the wrong?

- How common are issues of “financial infidelity” in romantic or professional relationships?

- Should financial professionals act as more of a blank slate, making space for each client’s unique values, or should they lead with their own personal values?

- How can financial advisors take better note of their clients’ body language and appropriately use this information?

- What are some pragmatic steps advisors can take to take their client relationships to the next level?

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