EP: 015 An Intro to Financial Biases w/ Mary Bell Carlson

EP: 015 An Intro to Financial Biases w/ Mary Bell Carlson
Dr. Mary Bell Carlson

Dr. Mary Bell Carlson, CFP®, AFC®, is a financial behavior expert, well-known speaker, podcaster, and storyteller and I was excited to have the chance to talk to her about her work around Financial Biases.

You can check out the full conversation on YouTube here...

And as usual you can listen on places like Spotify, Apple Podcasts and many other podcast platforms.

We had a really wide ranging conversation in which we cover... 

  • Mary's extremely unique career thus far.   Having spent time in Washington D.C. working with the Pentagon and lobbying Congress on behalf of the Financial Planning Association, Mary gives us a behind the scenes look at the role of the federal government and the impact it can have on financial decision making and financial behavior. 
  • We talk about what Financial Biases are and how they appear in our daily lives. 
  • She helps us understand ourselves better and gives us a lesson in Heuristics, or the "short cuts" our bodies use to help us make decisions. 

And much more...



  • Mary loves to spend time in prayer, reflecting on the things she is grateful for in her life and reading to her children.