Tag: Personal Finance

‘Emotionally Invested’: A Fresh Take on Fearless Retirement Planning

‘Emotionally Invested’ by Mary Clements Evans. Photo: Barnes & Noble

Book Spotlight: Emotionally Invested by Mary Clements Evans

Emotionally Invested: Outsmart Your Anxiety for Fearless Retirement Planning by Mary Clements Evans is not your typical money book—it’s a self-help guide disguised as financial advice. Evans, a Certified Financial Planner, explores how our emotions, habits, and personal histories shape the way we handle money. Whether you’re a chronic saver, a guilt-ridden spender, or someone who avoids money talk altogether, this book offers a judgment-free path toward financial clarity and confidence. (The Authority Company, 2025)

✨ 2025 Global Book Awards Bronze Medalist in Business & Money

A Different Approach to Money

Most financial advisors rely on the “rational man” theory: give people enough information, and they’ll make rational decisions. But humans aren’t purely rational—emotions play a huge role in our financial choices.

When Mary Clements Evans, CFP®, CDFA, ABFP®, opened her financial services firm in 2008, she set out to create a no-judgment zone where clients could feel safe discussing money. She helped people discover their Money Why—the underlying reasons behind financial behaviors—and it transformed their relationship with money.

After nearly two decades of what she calls “financial therapy,” Evans wrote this book to share her most powerful lessons from working with over 500 individuals and families.

What You’ll Learn

Instead of stock tips or investment strategies, Emotionally Invested dives into the emotional drivers of financial decisions. Evans shows how uncovering your own (and your partner’s) Money Why is the first step toward lasting financial happiness.

She also shares practical solutions for overcoming money anxiety, working with financial professionals, and building confidence about retirement. Above all, she reminds readers: it’s never too late to improve your financial future.

Key Takeaways

  • In the 1970s, retirement planning shifted from employers and unions to individuals—a change Evans calls the “Big Sin.” The “Big Lie” was that planning and saving would be easy.
  • People generally fall into two categories: FOMO (Fear of Missing Out) or FORO (Fear of Running Out)—and each impacts financial choices differently.
  • Financial happiness means having enough to enjoy life today while still feeling secure about the future.
  • Couples should try scheduling a monthly money date night to make financial conversations easier.
  • Not all financial designations are created equal—some require rigorous training, while others are little more than paid credentials.
  • The best advisors aren’t just knowledgeable; they also have integrity, empathy, and strong people skills.

About the Author

Mary Clements Evans is the founder and president of Evans Wealth Strategies in Emmaus, Pennsylvania, and a Raymond James registered principal. She is a Certified Financial Planner, a Certified Divorce Financial Analyst, and an Accredited Behavioral Financial Professional.

With a BA in accounting from Temple University, Evans spent 25 years in corporate finance with Exide Battery, Goodall Rubber, Kellogg’s, and Rodale Publishing before launching her firm in 2008. An international speaker, she has been named to Raymond James’ Chairman’s Council for six consecutive years.

Why You Should Read Emotionally Invested

If money conversations leave you anxious or overwhelmed, this book will help you approach finances with clarity and confidence. It’s not about formulas and charts—it’s about creating a healthy, fearless relationship with money that supports the life you want now and in retirement.

📖 Ready to take control of your financial future?

  • Grab your copy of Emotionally Invested wherever books are sold.
  • Share this post with a friend, partner, or family member who could benefit from a fresh, compassionate approach to money.
  • Start your own “money date night” this month and put Evans’ advice into action.

Book review: ‘The Ultimate Guide to Power & Influence’ by Robert L. Dilenschneider

‘The Ultimate Guide to Power & Influence’ is the new book by Robert L. Dilenschneider. Photo: Amazon

Robert L. Dilenschneider started in public relations in 1967 in New York, shortly after receiving an MA in journalism from Ohio State University, and a BA from the University of Notre Dame. He formed The Dilenschneider Group in October, 1991. The Firm provides strategic advice and counsel to Fortune 500 companies and leading families and individuals around the world, with experience in fields ranging from mergers and acquisitions and crisis communications to marketing, government affairs and international media. Dilenschneider was with that organization for nearly 25 years. He is the author of “The Public Relations Handbook,” “The Critical First Years of Your Professional Life,” “50 Plus!: Critical Career Decisions for the Rest of Your Life,” and numerous other books on career and professional development. In his new book “The Ultimate Guide to Power & Influence: Everything You Need to Know,” he explains how technology and globalization have revolutionized the ways to both build and keep success—and tells readers that to accomplish your goals, you must not only gain power, but also apply it with proper wisdom. (Amazon, 2023)

“The Ultimate Guide to Power & Influence” arms you with intellectual, technical, and moral weapons—tools needed to get and stay ahead in the increasingly competitive and ever-evolving business world. Acquiring both power and influence is crucial to advancing not only your personal interests, but also a more prosperous society at large. Drawing from current-day lessons and the wisdom of hundreds of drivers of change in all fields of business, this is the author’s latest guide to harnessing the universal principles for success. It provides anecdotes and insights on a wide range of keys to success, including how to seize opportunity amid crisis, manage your network, communicate effectively, and take full advantage of social media to bolster your image. The book is divided into 15 chapters, including Networking: You Have to Do It, Protect Yourself and Your Reputation, and The Inevitable Crisis: Know How To Handle It and Benefit. It begins in the first chapter by asking readers to get to know themselves because to be an effective leader, you have to understand yourself and your needs first because “Self awareness….is one of the pillars of emotional intelligence (along with empathy, self-management, and social skills) and must come first.” The first part centers around building your power and influence while the second part shows you how to keep that hard earned influence during inevitable times of crisis. At the end, there are notes listed by chapter and an index that makes it easy to search by topic.

Change is the overall theme in “The Ultimate Guide to Power & Influence.” The first two sentences in the Introduction immediately draw you in: “You have a choice. Keep doing what you did yesterday or adapt to a world that is changing everyday.” Indeed, the business world is constantly changing and we must adapt to keep up, especially in a post-COVID world. Robert Dilenschneider has the experience, knowledge, and authority to help readers acquire and amplify their power; from graduate students to corporate professionals. Despite the topic of business, the language is easy to understand and follow because it contains practical advice for career and personal life. He shares inspirational stories to highlight the point he is making because stories make more of an impact than facts and figures ever could. His books are helpful and relevant because he adjusts his message to reflect the changing times and everyone can benefit from his advice, and this one is no exception. Highlights include Chapter 2: Networking that stresses the importance of networking not only in your select filed of work, but also reaching out to contacts outside of your circle; and Chapter 7: The Right Way to Make Your Mistakes that teaches the right way to approach making mistakes: “With humility and perseverance, we move forward and improve” – lesson learned: the biggest mistake is failure to LEARN from our mistakes. “The Ultimate Guide to Power & Influence” is an extremely useful guide that helps readers navigate the ever changing landscape of business as well as their professional and private lives. It is a must read for readers interested in business, economic, and ethics for personal and professional development.

“If there are absolutely no mistakes in a company, then no one is taking a risk, and innovation will atrophy.”

*The author received a copy of this book for an honest review. The views and opinions expressed here belong solely to her.

Rating: 4 out of 5.

Upcoming book release: ‘Something Major: The New Playbook for Women at Work’ by Randi Braun

Randi Braun’s ‘Something Major: The New Playbook for Women at Work’ will be released March 1, 2023. Photo: Amazon

Randi Braun is an expert at empowering women who have demanding jobs and bold ambitions. As a certified executive coach and the CEO of the women’s leadership firm Something Major, she helps women thrive. In her women’s leadership book “Something Major: The New Playbook for Women at Work,” Braun infuses conversations with life-changing ideas, advancing women leaders one wildly entertaining story at a time. A sought-after thought leader and speaker, Braun’s insights have been featured in The Washington Post, Forbes, and Parents Magazine, and others. Braun has coached women around the globe and partnered with more than 50 organizations across diverse sectors, including the Fortune 500, healthcare, start-ups, Big Law, public relations, entertainment, trade associations, government, non-profits, and others. The book will be released March 1, 2023 and is available for pre-order from Amazon. (Randi Braun, 2023)

“Something Major: The New Playbook for Women at Work” – The book gives Braun’s highly sought-after expertise a more accessible reach, and addresses the real reason why women are not happy at work, and how they can positively turn things around. It includes the true stories of women leaders. Relatable and fresh, it is backed by research and filled with actionable takeaways, as well as dashes of humor.

“Every woman wants to believe she is on the precipice of something major, and this book gives you the tools to get yourself there. Randi Braun has created a fun and practical way forward for women who are looking to channel their inner badass, crack the leadership code and soar!” – Jen Mormile, Chief Business Officer of Condé Nast

“The ideas in my book are meaty, but trust me, it is also a very entertaining read. I include tactical tools so women can make career moves that matter, while also increasing their confidence and overall fulfillment. But I do it conversationally. It’s like we’re sitting down, chatting over coffee and unraveling life-changing strategies together.” – Randi Braun

Braun notes that millions of women have left the workforce, and progress creating meaningful diversity at the highest levels of leadership and on corporate boards is moving too slowly. “The gender pay gap is increasing, and so are women’s levels of burnout. Our system is broken and our old playbook is outdated. That’s why I have written a new playbook to help women thrive— not just survive—as our workplace cultures evolve, even if they’re not evolving quickly enough.”

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