Approaching Financial Planning in New Ways

Published: Aug. 18, 2020, 11 a.m.

Dr. Mary Bell Carlson is a Certified Financial Planner\u2122, founder of personal finance blog Chief Financial Mom, and a \u201cfull-time mom, part-time professor,\u201d as she calls it. Here, she joins Hannah to talk about the umbrella of professions under financial planning and how to define success for each planner.