MAY 2024: Financial Wellness and Well-being



The Mindful Adviser: Integrating Polyvagal Theory and Neuroception for Financial Success

By Geoffrey VanderPal, Ph.D., D.B.A., CFP®, CLU, CTP, CSCP, SHRM-CP/SCP, PMP, and Dr. Randy Brazie, M.D., SEP

Planners can support healthy well-being for themselves and their clients.

Click HERE to access the DIGITAL EDITION



Help Is on the Way: Strategies to Overcome Seven Common Limiting Beliefs to Run a Better Firm

By J.J. Peller; Jessica Colston, PCC; and Greg Opitz
Planners may get in their own way when it comes to professional development and firm growth. Take time to reflect on how your internal monologue might be stopping you from achieving your goals.


Forward Thinking

Help Clients Achieve Serenity and Stability

By Riley Saunders, CFP®

Lead Article

Measuring Financial Well-Being: Creative Metrics for a Customized Approach

By Brittany Brinckerhoff

My Career Path

Lauryn Williams, CFP®, on Making Your Own Way

By Landon Warmund, CFP®, CSLP

Planner Poll

The FPA Community Weighs in on the Best Methods for Educating Clients

Planning a STUDY GROUP?  Check out suggested questions and other resources to make your study group a success! 



Aging, Health, and the Dynamic Nature of Financial Wellness

By Chris Heye, Ph.D.
Financial wellness is a process, not a static state. Planners need to be ready to help clients through varying states of wellness throughout their lives.

Succession Planning

Six Reasons Why Succession Planning Is So Hard for RIAs and How to Overcome Such Barriers

By Richard Chen, J.D.
Succession planning requires thoughtfulness and deliberation. Planners should take it slow.

Psychology of Financial Planning

Why Advisers Need the Humanity of Money

By Preston D. Cherry, Ph.D., AFC, CFT-I, CFP®
What constitutes value is subjective, and planners must consider clients’ emotional needs to provide it.


LLMs Can’t Be Trusted for Financial Advice

By Gary Smith
While AI can provide authoritative-sounding responses to financial questions, the arithmetic used is often incorrect or ignores major factors. This can lead to worrisome recommendations that an experienced planner would know not to propose.

Earn one CFP CE® credit by reading this month's Journal and access past exams for additional credits.  



Meditating on Money

By Danielle Andrus


A Wrecking Ball and a Key: Sustaining the Profession by Nurturing Aspiring Planners


Unhappy Retirees, Tax Refunds Used for Insurance, Medicare vs. Non-Medicare Spending

Stat Bank


Stevyn Guinnip Discusses How Financial Wellness and Health Are Intertwined


Upcoming Research


Comparative Perspectives on Virtual Financial Planning: Similarities and Differences between Planner and Client’s Assessments of Virtual Client Meetings

By Nathan Collier, CFP®, AIF; Jason N. Anderson, CFP®, CPA; Darin Carroll, CFP®, BFA, AAMS; and Megan McCoy, Ph.D., LMFT, AFC, CFT-I
Planners and clients have differing opinions on how effective remote meetings are. It’s important to note that their confidence lies in different aspects of virtual sessions.

Click HERE to access Journal of Financial Planning ARCHIVES

Digital Edition

Page through the latest digital edition online or through the FPA Publications app with archive access back 10+ years.