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A Smart Financial Plan – Ep. 8 – Dr. Preston Cherry

Daniel Yerger April 14, 2021 Leave a Comment

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.

big fivecherrydisability insurancefinancial planninginsurancelife insurancelong term care insurancerisk management

A Smart Financial Plan – Ep. 7 – Dr. Derek Tharp

Daniel Yerger March 31, 2021 Leave a Comment

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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