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A Smart Financial Plan

A Smart Financial Plan

De: MY Wealth Planners
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A Smart Financial Plan is a podcast where we interview leading Financial Planning researchers on the latest and greatest in Financial Planning research, to help you grow as a financial planner and deliver the best financial advice to your clients.© 2021 MY Wealth Planners Economía
Episodios
  • A Smart Financial Plan - Ep. 9 - Dr. Kenneth White

    A Smart Financial Plan - Ep. 9 - Dr. Kenneth White
    Apr 28 2021

    This week we interviewed Dr. Kenneth White from the University of Georgia on his research into the Relative Income Hypothesis and how it relates to the financial stress experienced by black college students in the United States. We cover some interesting findings around the cause of this financial stress, and advice financial planners can give to their clients to help their children mitigate or overcome financial stress while attending college.
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    37 m
  • A Smart Financial Plan - Ep. 8 - Dr. Preston Cherry

    A Smart Financial Plan - Ep. 8 - Dr. Preston Cherry
    Apr 14 2021

    This week we interviewed Dr. Preston Cherry from the University of Wisconsin Green Bay on his research into Big Five personality traits and their effect on the use of risk management tools such as life, disability, and long-term care insurance.
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    42 m
  • A Smart Financial Plan - Ep. 7 - Dr. Derek Tharp

    A Smart Financial Plan - Ep. 7 - Dr. Derek Tharp
    Mar 31 2021

    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.
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    34 m
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