Chris Heye, PhD Publications
Chris is a technology entrepreneur who researches, writes, and speaks on subjects that reside at the intersection of health, personal finance, and longevity.
Selected Publications
2025
- AI, Financial Planning, and Diversity
- Journal of Financial Planning — November 2025
- 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
2024
- 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
2023
- 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
2022
- 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
2021
- 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
2020
- 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
2019
- 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
2017
- Cognitive Function As A Proxy Of Financial Decision Making In Older Primary Care Adults
- Alzheimer's & Dementia — August 2017
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