Author Archive
Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert, is the founder of Behavioral Research Associates, LLC. Passion/Expertise Jodi DiCenzo, CFA, CPA, has over 25 years of experience in consulting financial service firms and brings a practical approach to applying academic behavioral research in real world contexts to help optimize individuals’ financial outcomes. Jodi also provides guidance […]
Continue Reading →Tags: applied behavioral research, Behavioral finance, consumer financial decision making, EBRI Defined Contribution Research Task Force, Jodi DiCenzo, LLC, PhD, PricewaterhouseCoopers, Rehavioral Research Associates, Retirement Plan Services, Shlomo Benartzi, Strong Financial Corporation
Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching
Leave a Comment (0) →Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC, is President of Planning For Life, a holistic life transition, life planning and retirement education company. Passion/Expertise: Better known as “Shags,” Steven is dedicated to providing lifelong learning for adults of any age and at any life stage through his one-on-one meetings, small-group workshops, and distance-learning […]
Continue Reading →Dr. William Reichenstein, CFA, is an expert in Social Security strategies. Passion/Expertise Dr. Reichenstein’s research advocates calculating an individual’s after-tax asset allocation that compares after-tax fund across savings vehicles (e.g., 401(k), Roth IRA, and taxable accounts). His research has implications for the asset allocation decision and tax-efficient withdrawal strategies in retirement, and his recent work […]
Continue Reading →Tags: allocation decision and tax-efficient withdrawal strategies, Baylor University, Dr. William Reichenstein, Inc., Powers Chair in Investment Management, Social Security, Social Security benefits, Social Security Solutions
Posted in: PROVIDE Retirement Income, Retirement Distributions, Social Security
Leave a Comment (0) →John Salter, PhD, CFP®, AIFA®, CFA, is an Associate Professor of Personal Financial Planning at Texas Tech University. Passion/Expertise John Salter teaches in the areas of retirement planning and portfolio management and his research interest is in the area of retirement planning and income management. His research interests include: The role of reverse mortgages in […]
Continue Reading →Carol Bogosian, ASA, EA, MAAA, President of CAB Consulting, is an expert in retirement risk. Passion/Expertise: Carol has over 30 years of experience as an actuary providing advice on defined benefit and defined contribution pension plans and retirement planning issues. Her current interests are in improving financial education and literacy in the U.S. Position/Experience: Carol […]
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