WhealthChat has been developed in collaboration with financial planning and medical experts including Tony Weiner, MD, Director, Outpatient Geriatric Psychiatry, Massachusetts General Hospital (MGH), Edward "Ned" Hallowell, MD, psychiatrist and New York Times bestselling author.
Schedule a Call or DemoWhealthChat creator Chris Heye, PhD, is a technology entrepreneur who writes, researches, and speaks on subjects that reside at the intersection of health, personal finance, and longevity.
Recent Interviews
Selected Publications
The Risks That Financial Professionals Are Not Pricing into Client Portfolios, Journal of Financial Planning: July 2025
Can AI Agents Improve Financial Decisions and Conversations?, Journal of Financial Planning: May 2025
Longevity, Ageism, and Cognitive Decline, Journal of Financial Planning: September 2024
Why Are So Many People Bad at Planning for Retirement?, Journal of Financial Planning: July 2024
Aging, Health, and the Dynamic Nature of Financial Wellness, Journal of Financial Planning: May 2024
What AI Means for Clients’ Health, Journal of Financial Planning: February 2024
Cognitive Decline And Desirability Of Protected Income, Retirement Income Institute: December 2023
Race, Gender, Wealth, and the Barriers to Successful Longevity, Journal of Financial Planning: November 2023
Why Longevity Planning Also Matters for Younger Clients, Journal of Financial Planning: August 2023
A Model for Proactive Health Event Planning and Response, Journal of Financial Planning: February 2023
The Three Most Important Trends in Wealth Management, Journal of Financial Planning: November 2022
Examining the Prevalence of Diminished Capacity, Journal of Financial Planning: August 2022
Aging, Cognitive Decline, And Financial Decision-Making (Literature Review), Retirement Income Institute: May 2022
How to Have Successful Client Conversations About Finances, Health, and Memory Loss, Journal of Financial Planning: December 2021
The Importance of Managing Life-Stage Risks for an Aging Population, Journal of Financial Planning: September 2021
Cognitive Overload: How to Protect Older Adults From Diminished Financial Decision-Making Capacity, Innovation in Aging: February 2021
Introducing a Hierarchy of Financial Wellness, Journal of Financial Planning: September 2020
Health and Aging Planning in a Post-Pandemic World, Journal of Financial Planning: July 2020
Understand Client Actions and Expectations with Risk Assessment Tools, Journal of Financial Planning: December 2019
Use Technology to Serve and Protect Older Clients, Journal of Financial Planning: September 2019
Cognitive Function As A Proxy Of Financial Decision Making In Older Primary Care Adults, Alzheimer's & Dementia: August 2017
© Copyright Whealthcare Planning LLC and Whealthcare Solutions Inc. 2025