Benjamin Felix

The guest that we talk about all this stuff with is Michael Kothakoda.

He's got his PhD in personal financial planning.

He's also a CFP and his work really bridges academic research with financial planning practice.

He's also a lecturer at Columbia University's wealth management program.

He was previously the head of research at the CFP board in the US.

That's like the issuing body for the CFP.

in the US where he actually built the research department.

He also oversaw the financial planning review and developed the financial planning index.

His PhD is from Kansas State University, which is the top or one of the top financial planning PhD programs in the world.

There's not a whole ton of those programs, but K-State is...

up there with the best of them.

He also has a master's in predictive analytics from Northwestern University, which is pretty cool.

Very qualified, nerdy guy.

He's published a ton of papers in financial planning journals.

He is the CEO of Wolf Bridge Wealth, which is a Durham, North Carolina based financial planning firm that he founded in 2008.

Sounds like he keeps a pretty small number of clients.

He mentions that during our conversation, but it's still pretty cool.

Yeah.

So I think that's a pretty good overview of Michael and warning to listeners.

It's a very nerdy episode, but I think there are a lot of good financial planning takeaways that stem from the nerdy discussion about the model.