Below are links to some research I have been involved with, articles I have written and presentations I have given relating to Financial Wellness and my perspective on it.
Research
Integrating Home Equity and Retirement Savings Through the “Rule of 30”
Presentations
Holistic Financial Wellness: Peter Neuwirth for the University of Manitoba
Exploring Money Mountaineering: Webinar for NAIFA
Retirement Planning: Legacy and More
HECM Presentation: Integrating Home Equity and Retirement Savings Through the “Rule of 30”
Holistic Financial Wellness Materials
The 6 Foundational Principles of Holistic Financial Wellness
WPBC Meeting: Financial Wellness
CCA Annual Meeting: Holistic Financial Wellness
Enrolled Actuaries Meeting: Financial Wellness
Book Reviews and Press
What’s Your Future Worth – Reviews
Money Mountaineering – Reviews
What’s Your Future Worth: Wealth Management’s 10 Best Business Books of 2015
Money Mountaineering: Wealth Management’s 12 Best Business Books of 2021 for Advisors
Additional Resources
Article by Steve Vernon FSA on How to “Pensionize” your IRA or 401(k)