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John Salter, Ph.D., CFP®, AIFA

John Salter, Ph.D., CFP®, AIFA

John Salter, PhD, CFP®, AIFA®, CFA, is an Associate Professor of Personal Financial Planning at Texas Tech University.

 

Passion/Expertise

John Salter teaches in the areas of retirement planning and portfolio management and his research interest is in the area of retirement planning and income management. His research interests include:

  • The role of reverse mortgages in retirement distribution management and cash management

  • The benefits of both retirement income planning and utilization of financial advisors

  • The transition of students into the financial planning profession

 

Position/Experience

Dr. Salter has been on the Texas Tech faculty since 2006. During this time he has taught numerous courses in the program and has been heavily involved in the administration of the program. Dr. Salter also serves as a wealth manager for Evensky & Katz Wealth Management in their Lubbock office.

 


 

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions - John Salter - YouTube clip View YouTube clips from recent Retirement Resource Center

webinars including John Salter, PhD, CFP®, AIFA®'s

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions .

 


 

Education/Awards

Dr. Salter received his PhD in Consumer Economics with a specialization in Personal Financial Planning from our own Personal Financial Planning program, and has also earned an MS in Personal Financial Planning, MBA, and BS in Chemical Engineering.

Dr. Salter served as director of the Personal Financial Planning program prior to the Department's transition to a department and currently as the director of undergraduate CFP Board-Registered programs. He has been recognized for his teaching and service multiple times in his career at Texas Tech. Dr. Salter also served as president and chairman of the Financial Planning Association's West Texas chapter.

 

 


 

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions - John Salter   - Retirement InSight and Trends article Read a summary transcript of John Salter, PhD, CFP®, AIFA®'s presentation Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions in the 3rd Qtr 2013 issue of "Retirement Insight and Trends".

 


 

Publications

  • Pfeiffer, Salter, & Evensky, The Benefits of a Cash Reserve Strategy in Retirement Distribution Planning. Journal of Financial Planning (2013)

  • Salter, Pfeiffer, & Evensky, Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions. Journal of Financial Planning (2012)

  • Salter, Hampton, Winchester, Katz & Evensky. Entry level financial planning practice analysis: Preparing students to hit the ground running,Financial Services Review (2011)

  • Salter, Harness, & Chatterjee, Value of financial advisors to retirees, Journal of Financial Services Professionals (2011).

  • Chatterjee, Salter, & Harness, Financial confidence among retirees: The role of financial advice and planning duration, Economics Bulletin (2011)

  • Salter, Harness & Chatterjee, How retirees pay for current and future long-term care expenses, Journal of Financial Services Professionals (2011)

  • Salter, Harness, & Chatterjee, Utilization of financial advisors by affluent retirees, Financial Services Review (2010)

 

John Salter, PhD, CFP®, AIFA®, PhD, CFP® – Disability Insurance Planning Expert - Retirement Speakers Bureau John Salter, PhD, CFP®, AIFA® is available to do presentations on a variety of topics for your retirement professional development group.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions- John Salter

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions- John Salter

1 hr CFP®, CRC®, PACE CE

Gain insight on how a reverse mortgage home equity line of credit can be used to increase the longevity of a retiree's investment portfolio and increase the chances of their savings lasting their lifetime.

$39.00
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