204 Financial Planning Research Center (House B)
407 Sanford Dr.
Athens, GA 30602
workOffice Phone: 706-542-2066
|Degree||Field of Study||Institution||Graduation|
|Ph.D.||Cons. Economics/Financial Planning||Texas Tech University||2006|
|M.S.||Personal Financial Planning||Texas Tech University||2003|
|M.A.||Psychology/Fin. Counseling||Texas Tech University||2003|
|B.A.||Psychology||University of Missouri||1996|
My research focuses on financial planning performance and financial therapy; more specifically, within the context of financial planning, I examine the fiduciary standard of care, investment risk tolerance, and pedagogical techniques.
I am currently invovled in three primary research projects. First, using a primary dataset, I'm investigating the implications of the fiduciary standard on the investment advice process. Second, I'm developing a research proposal (and associated grant proposal) to examine the effectiveness of different theoretically-based financial counseling intervention models. Third, I recently co-authored a grant proposal to develop and implement evaluation for the financial education programming in the U.S. Army and U.S. Navy.
FHCE 4250 & 6250: Practice Management in Financial Planning
FHCE 5200 & 7200: Financial Counseling and Communication
FHCE 7205: Clinical Practicum in Financial Planning
FHCE 5250 & 7250: Financial Plan Development (Capstone)
FHCE 8900: Seminar in Financial Therapy & Behavioral Economics
ASPIRE Clinic Faculty Supervisor & Advisory Committee Member
|Award Name||Awarded By||Year Awarded|
|Financial Counselor of the Year Award||Association of Financial Counseling and Planning Education||2013|
|Richard B. Russell Excellence in Undergraduate Teaching Award||University of Georgia||2012|
|Robert O. Herrmann Outstanding Dissertation Award||American Council on Consumer Interests||2007|
|Position||Name of Journal||Year(s)|
|Editorial Board Member||Journal of Financial Planning||2014-Present|
|Editorial Board Member||Journal of Personal Finance||2012-Present|
|Editorial Board Member||Journal of Financial Therapy||2011-Present|
|Editorial Board Member||Journal of Financial Counseling and Planning||2010-Present|
|Financial Therapy Association||President||2013||National|
|The Ark||Board member||2014||Regional|
Gale, J., Goetz, J., & Britt, S. (2012). Ten considerations for the development of the financial therapy profession. Journal of Financial Therapy, 3(2), 1-18.
Chatterjee, S., Palmer, L., & Goetz, J. (2012). Individual wealth accumulation: Why does dining together as a family matter? Applied Economics Research Bulletin, 8(1), 1-22.
Goetz, J., & Palmer, L. (2012). Content and Delivery in Financial Education. In D. C. Durband & S. Britt (Eds.), Student Financial Literacy: Campus-Based Program Development (pp. 65-78). Springer.
Britt, S. & Goetz, J. (2012). Financial Education Program Partnerships. In D. C. Durband & S. Britt (Eds.), Student Financial Literacy: Campus-Based Program Development. Springer.
Mancini, D. & Geotz, J. (2012). Understanding the effect of emotion on financial behaviors and tips when providing financial education to survivors. Survivor Outreach Services, United States Army.
Goetz, J., Cude, B., Nielsen, R., Chatterjee, S., & Mimura, Y. (2011). College-based personal finance education: Student interest in three delivery methods. Journal of Financial Counseling and Planning, 22(1), 27-42.
Kim, J., Gale, J., Goetz, J., & Bermúdez, J. M. (2011). Relational financial therapy: An innovative and collaborative treatment approach. Contemporary Family Therapy, 33(3), 229-241.
Goetz, J., Durband, D. B., Halley, R., & Davis, K. (2011). A peer-based financial planning and education service program: An innovative pedagogic approach. Journal of College Teaching & Learning, 8(4), 7-14.
Goetz, J., Zhu, D., Hampton, V., Chatterjee, S., & Salter, J. (2011). Integration of professional certification examinations with the financial planning curriculum: Increasing efficiency, motivation, and professional success. American Journal of Business Education, 4(3), 35-46.
Chatterjee, S., Palmer, L., & Goetz, J. (2011). Sustainable withdrawal rates of retirees: Is the recent economic crisis a cause for concern? International Journal of Economics and Finance, 3(1), 17-22.
Goetz, J., Gilliam, J., & Grable, J. (2011). Inter-observer risk-tolerance agreement between husbands and wives. Journal of Business and Economics Research. 9(2), 17-26.