Better Financial Education
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Thought Experiment The Third Paradigm – An Evidence-Based Path for Financial Planning’s Next Paradigm SRRN.pdf
Thought Experiment: The Third Paradigm – An Evidence-Based Path for Financial Planning’s Next Paradigm _ LinkedIn.pdf
7a Lifetime Expected Income Breakeven Comparison between SPIAs and Managed Portfolios JFP Apr 2014.pdf
5a An Age-Based, Three-Dimensional Distribution Model Incorporating Sequence and Longevity Risks JFP Mar 2012.pdf
4a Probability-of-Failure-Based Decision Rules to Manage Sequence Risk in Retirement JFP Nov 2011.pdf
Is It Allocation_ Or Is It Time Frame_ What’s More Important (When it Comes to Retirement Income)_ _ LinkedIn.pdf
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Organization / Workplace
Better Financial EducationLocation
Rocklin, CA United StatesOccupation
MBA, Registered Investment Adviser, Certified Financial Planner™ | Owner: Better Financial Education (Retired)Industry
Finance / Banking / Insurance
About
As an MBA and retired Registered Investment Adviser and CERTIFIED FINANCIAL PLANNER™ Practitioner, I helped people get ready for a successful retirement ... to and then through retirement where money outlives you, not the other way. Based on my own, and others, peer-reviewed and published academic research (papers in documents here too). I'm also the author of Wealth Odyssey, a book about financial planning that goes beyond personal finances as just numbers. My retirement planning research is peer reviewed and published in the Journal of Financial Planning.