A Smart Financial Plan – Ep. 10 – Dr.’s Tharp, Lurtz, & Mielitz

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This week I interviewed Dr.’s Derek Tharp, Meghaan Lurtz, and Kate Mielitz on their research into the gender pay gap in financial services, specifically those for financial planners and advisors. Their research was incredibly well done, but because of its subject matter, has incurred a decent level of controversy. In this interview, the researchers do an incredible job of detailing …

A Smart Financial Plan – Ep. 9 – Dr. Kenneth White

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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 …

What have we learned?

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Well, first of all, it’s good to be back; I missed opining at everyone for a whole two weeks! Now down to business: I promised that I would share with you what I learned in the two-week Personal Financial Planning summer intensive as part of my Ph.D. program. Simply put, it’s this question: “What have we learned?” You see, Personal …