A Smart Financial Plan – Ep. 4 – Dr. Blain Pearson

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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 …

A Smart Financial Plan – Ep. 3 – Dr. Sonya Lutter

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On this episode of A Smart Financial Plan, we interview Dr. Sonya Lutter on her research, “Love and money: Reducing stress and improving couple happiness.” Dr. Lutter is a well known expert in the field of both family therapy and financial psychology, and she explains how a system of exercises that can be facilitated by a financial planner or therapist …

A Smart Financial Plan – Ep. 2 – Dr. Megan McCoy & Dr. Kenneth White

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On this episode of A Smart Financial Plan, we interview Dr.’s Megan McCoy and Kenneth White on their research, “Investigating the financial over-confidence of student athletes”. Unsurprisingly, athletes are generally confident people, but this study found surprising links to student athletes and their sense of financial efficacy. By studying more than just the ticket-selling athletes in football and basketball, the …

A Smart Financial Plan – Ep. 1 – Dr. Meghaan Lurtz

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For our “pilot” episode of A Smart Financial Plan, we’ve invited Dr. Meghaan Lurtz to discuss her research, “Exploring Relationships Between Technology Use and Time Spent in the Financial Planning Process”. This study was part of a larger study conducted by the research team with Kitces.com and had some particularly interesting and surprising findings around how the use of financial …