Behind The Research - Header

Behind The Research
A video series brought to you by the Journal of Financial Planning

Sit down with FPA Chief Communications Officer Ben Lewis as he speaks with lead authors to go behind the latest research from the Journal of Financial Planning. In these brief interviews, you’ll hear from the authors about what inspired this research—and how you can apply it to your work with clients.

Hear from the authors and then check out their work every month at fpajournal.org.

Behind The Research - Preston Cherry-thumb-1
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Behind The Research - Preston Cherry

Dr. Preston Cherry talks about the research titled Personality Traits & Annuity Adoption: Unlocking Behavioral Insights of Retirement Income Strategies.
Aug 1, 2025
Behind The Research - Megan McCoy-thumb
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00:05:44

Behind The Research - Megan McCoy

This month we go Behind the Research with Dr. Megan McCoy, Associate Professor of Personal Financial Planning at Kansas State University.
Sep 1, 2025
Behind The Research - Haley Burton-thumb-1
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00:06:59

Behind The Research - Haley Burton

Dr. Haley Burton discusses research she co-authored titled Navigating Fiduciary Duty in the Era of ESG Investing, Insights from Financial Advisers.
Oct 1, 2025
Behind the research luter
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00:07:06

Behind The Research - Sonya Lutter

Sonya is a co-author of Categorizing Financial Wellness Into Meaningful Quadrants. See the full research article in the November issue of the Journal of Financial Planning.
Nov 1, 2025
Behind the research grable
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00:08:24

Behind The Research - John Grable

John is one of the authors of the research featured in the January edition of the Journal of Financial Planning titled 'From Risk Tolerance to Portfolio Choice: Insights from a Targeted High-Income Sample'.
Jan 1, 2026
Behind the research heckman
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00:07:29

Behind the Research - Stu Heckman

This month we go Behind the Research with Dr. Stuart Heckman, PhD Program Director at Texas Tech University's School of Financial Planning. Check out the video here and read the full research piece in the February issue of the Journal of Financial Planning.
Feb 1, 2026
Behind the research kay
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00:06:56

Behind The Research - Sara Kay

Sara Kay is one of the authors of the research titled: Closing the Advice Gap: Technology Interactions in the Financial Capability Wellness Relationship. Watch the video here and read all about it in the March issue of the Journal of Financial Planning.
Mar 1, 2026
Behind the reseach Buckner
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00:05:54

Behind The Research - Mo Buckner

This month we go Behind the Research with Mo Buckner, a PhD. student at Kansas State University. Mo is one of the authors of The Unseen Adviser: How Cultural Dimensions Silently Shape Client Financial Goals & Behaviors, which will be featured in the April Issue of the Journal of Financial Planning.
Apr 1, 2026
Behind the research Vaissie
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00:13:20

Behind the Research - Mathieu Vaissie

Joining us this month for Behind The Research is Dr. Mathieu Vaissie, Partner & Head of Investment Research at Ginjer AM. Dr. Vaissie is the author of the research featured in the May issue of the Journal of Financial Planning titled Islamic Wealth Management and the Decumulation Problem: What is the Shariah Compliant Golden Rule?
May 1, 2026
Behind the research Nicolini
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00:12:32

Behind The Research - Gianni Nicolini

This month we continue the international flair as we go Behind The Research with Dr. Gianni Nicolini, a professor at the University of Rome Tor Vergata in Italy. Dr. Nicolini is one of the authors of Do Different Generative AI Tools Provide Different Financial Recommendations, the research featured in the June issue of the Journal of Financial Planning.
Jun 1, 2026
Behind the research Reiter
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00:09:40

Behind The Research - Miranda Reiter

Dr. Miranda Reiter, Assistant Professor in the School of Financial Planning at Texas Tech University, discusses her latest research AI Based Financial Advice: Who Is Interested?, which takes an in-depth look at who is willing to received financial advice from AI.
Jul 1, 2026
Behind The Research -gottlieb
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00:09:55

Behind The Research - Klaus Gottlieb

Mr. Gottlieb's research titled When Does a Charitable Remainder Unitrust Outperform: A Monte Carlo Multi-benchmark Suitability Framework, runs 10,000 simulated scenarios to stress test the CRTs against the real alternatives clients face.
Aug 1, 2026