--- title: JFP Behind the Research Video Library image: https://engage.financialplanningassociation.org/hubfs/Behind%20The%20Research%20-%20Header.png --- [![FPA Logo with register](https://engage.financialplanningassociation.org/hs-fs/hubfs/FPA%20Logo%20with%20register.png?width=99&height=87&name=FPA%20Logo%20with%20register.png "FPA Logo with register")](https://www.financialplanningassociation.org/) ![Behind The Research - Header](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20The%20Research%20-%20Header.png?width=2000&height=521&name=Behind%20The%20Research%20-%20Header.png "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](http://fpajournal.org). ![Behind The Research - Preston Cherry-thumb-1](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20The%20Research%20-%20Preston%20Cherry-thumb-1.webp?width=1920&height=1080&name=Behind%20The%20Research%20-%20Preston%20Cherry-thumb-1.webp) 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 ![Behind The Research - Megan McCoy-thumb](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20The%20Research%20-%20Megan%20McCoy-thumb.webp?width=1920&height=1080&name=Behind%20The%20Research%20-%20Megan%20McCoy-thumb.webp) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20The%20Research%20-%20Haley%20Burton-thumb-1.webp?width=1920&height=1080&name=Behind%20The%20Research%20-%20Haley%20Burton-thumb-1.webp) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20the%20research%20luter.webp?width=320&height=180&name=Behind%20the%20research%20luter.webp) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20the%20research%20grable.webp?width=320&height=180&name=Behind%20the%20research%20grable.webp) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20the%20research%20heckman.webp?width=320&height=180&name=Behind%20the%20research%20heckman.webp) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20the%20research%20kay.webp?width=320&height=180&name=Behind%20the%20research%20kay.webp) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20the%20reseach%20Buckner.webp?width=320&height=180&name=Behind%20the%20reseach%20Buckner.webp) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20the%20research%20Vaissie.jpg?width=1307&height=738&name=Behind%20the%20research%20Vaissie.jpg) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20the%20research%20Nicolini.jpg?width=1319&height=744&name=Behind%20the%20research%20Nicolini.jpg) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20the%20research%20Reiter.jpg?width=1310&height=736&name=Behind%20the%20research%20Reiter.jpg) Category 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](https://engage.financialplanningassociation.org/hs-fs/hubfs/Behind%20The%20Research%20-gottlieb.jpg?width=1306&height=725&name=Behind%20The%20Research%20-gottlieb.jpg) Category 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 Close Copyright © 2026 Financial Planning Association® (FPA®). 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