Joseph Goetz

College of Family and Consumer Sciences

Financial Planning, Housing and Consumer Economics

Associate Professor

Address:
204 Financial Planning Research Center (House B)
407 Sanford Dr.
Athens, GA 30602

E-Mail:

workOffice Phone: 706-542-2066

Fax: 706-583-0313

Education

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

Research

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.

Current Research

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. 

Teaching

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

Outreach

ASPIRE Clinic Faculty Supervisor & Advisory Committee Member

Awards

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

Editorial Appointments

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

Service

Organization Title Year(s) Service Type
Financial Therapy Association President 2013 National
The Ark Board member 2014 Regional

Publications

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.