New Planner Podcast

Ep #11: Finding Your True Passion In Financial Planning with Mary Carlson


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Mary Carlson is a speaker, author, professor, and blogger for Chief Financial Mom. Today Mary joins the show to share why she pursued a career in financial planning, as well as why she thinks it is the perfect career for working mothers. She also opens up about her education progression, explaining why she pursued a Ph.D. and how she fell in love with the financial counseling aspect of financial planning.

Listen in as she gives examples of how she had to hustle to get her start in politics before changing careers. You will learn what happened earlier in her career that caused her to feel like she was being held back, her strategies for always keeping the door open for new opportunities, and her thoughts on the future of the financial planning profession.

You can find show notes and more information by clicking here: https://bit.ly/3fveuEC

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New Planner PodcastBy Caleb Brown

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