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Mathew Greenwald, Ph.D.

Mathew Greenwald, Ph.D.

Mathew Greenwald, PhD, President and CEO of Greenwald and Associates, is a recognized financial and research expert with more than 30 years of experience in financial services and market research.

 

Passion/Expertise

Mathew is passionate about research involving the financial services industry, particularly about issues related to retirement savings and retirement income. With the Employee Benefit Research Institute, Matt helped to establish the Retirement Confidence Survey, the longest-running annual benchmarking study examining workers’ and retirees’ retirement attitudes.

 

Position/Experience

Mathew founded Greenwald & Associates in 1985. Today, in addition to providing strategic direction for the company, Matt plays an active role designing and analyzing survey research and conducting focus groups with consumers and financial professionals.

 


 

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald and  Carol Bogosian   - YouTube clip View YouTube clips from recent Retirement Resource Center

webinars including Mathew Greenwald's

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups.

 


 

Presentations

Mathew is frequently asked to speak at forums and conferences hosted by a variety of organizations, including LIMRA, ACLI, RIIA and a number of the country’s biggest life insurance and financial services companies.

 


 

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald - Retirement InSight and Trends The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald and  Carol Bogosian   - Retirement InSight and Trends article Read summary transcripts of Greenwald's presentations The Decision to Retire and Post-Retirement Financial Strategies in the 2nd Qtr 2013 issue and How Middle Income Retirees Plan For and Manage Their Risks, Assets & Spending Decisions in the 2nd Qtr 2016 issue of "Retirement Insight and Trends".

 


 

Publications

Mathew has written many articles concerning the demographic changes brought on by the Baby Boom generation, the value of annuitization, and changes in the financial attitudes and behaviors of the American public.

 

 

Mathew Greenwald, PhD, President and CEO of Greenwald and Associates, Retirement research expert - Retirement Speakers Bureau Mathew Greenwald is available to do presentations on a variety of topics for your retirement professional development or consumer events.

 

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
A New Model for Retirement Education and Counseling - Willett, Helman, Greenwald

A New Model for Retirement Education and Counseling - Willett, Helman, Greenwald

1.5 hrs CRC® CE

Explore how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.

$39.00
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

1 hr CFP®, CRC®, PACE CE

Gain insight into the most common financial shocks experienced by those who have been retired for at least 15 years, and how they handled those financial shocks.

$39.00
InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- 2016 2nd Qtr free newsletter features Greenwald on Middle Income Retirement, Timmermann on the Aging Brain, and Habib on Retirement Income Sustainability
$0.00
Misperceptions and Management of Retirement Risks - Carol Bogosian

Misperceptions and Management of Retirement Risks - Carol Bogosian

1 hr CFP®, CFP®, PACE CE

Gain insight into how to help employees and clients better understand, prepare for and manage their retirement risks based on fifteen years of research conducted by the Society of Actuaries.

$39.00
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

1 hr CFP®, CRC®, PACE CE

It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement.

$39.00
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