This week we interviewed Dr. Derek Tharp from the University of Southern Maine and Lead Researcher with kitces.com on his research into Big Five personality traits and their affect on retirement satisfaction.
A Smart Financial Plan – Ep. 6 – Dr. Asebedo & Browning
This week we interviewed Dr. Sarah Asebedo & Dr. Chris Browning of Texas Tech University on their research into client psychology and portfolio withdrawal rates, and how a client’s psychological predisposition can make them more or less likely to follow financial planning guidance into prudent use of their life savings.
A Smart Financial Plan – Ep. 4 – Dr. Blain Pearson
On this episode of A Smart Financial Plan, we interview Dr. Blain Pearson, a new entrant to the world of doctoral research Personal Financial Planning, on his dissertation research. Dr. Pearson has come onto the scene of academic research with interesting and bold research questions, analyzing the impact of moving in retirement, the level of retiree happiness in coordination to …