
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.

00:07:41
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

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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

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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