Qualitative research on retirement planning consulting services – customer and consultant perspectives

Asebedo, S. D., Wilmarth, M. J., Seay, M. C., Archuleta, K., Brase, G. L., & MacDonald, M. (2019). Personality and Saving Behavior Among Older Adults. Journal of Consumer Affairs, 53(2), 488–519. https://doi.org/10.1111/joca.12199

Berry, J., Karlan, D., & Pradhan, M. (2018). The Impact of Financial Education for Youth in Ghana. World Development, 102, 71–89. https://doi.org/10.1016/j.worlddev.2017.09.011

Beshears, J., Choi, J. J., Laibson, D., Madrian, B. C., & Milkman, K. L. (2015). The effect of providing peer information on retirement savings decisions. The Journal of Finance, 70(3), 1161–1201. https://doi.org/10.1111/jofi.12258

Boddy, C. R. (2016). Sample size for qualitative research. Qualitative Market Research: An International Journal, 19(4), 426–432. https://doi.org/10.1108/QMR-06-2016-0053

Boisclair, D., Lusardi, A., & Michaud, P.-C. (2017). Financial literacy and retirement planning in Canada. Journal of Pension Economics & Finance, 16(3), 277–296. https://doi.org/10.1017/S1474747215000311

Clark, S., Paul, M., Aryeetey, R., & Marquis, G. (2018). An assets-based approach to promoting girls’ financial literacy, savings, and education. Journal of Adolescence, 68, 94–104. https://doi.org/10.1016/j.adolescence.2018.07.010

Froidevaux, A., Hirschi, A., & Wang, M. (2016). The role of mattering as an overlooked key challenge in retirement planning and adjustment. Journal of Vocational Behavior, 94, 57–69. https://doi.org/10.1016/j.jvb.2016.02.016

Giang, L. T., & Nguyen, T. D. (2022). An empirical investigation on subjective financial well-being and life satisfaction of older adults in Vietnam. Corvinus Journal of Sociology and Social Policy, 13(1). https://doi.org/10.14267/CJSSP.2022.1.2

Kim, J. E., & Moen, P. (2001). Moving into retirement: Preparation and transitions in late midlife. In Handbook of Midlife Development (pp. 487–527). John Wiley & Sons, Inc.

Ghadwan, A. S., Wan Ahmad, W. M., & Hisham Hanifa, M. (2023). Financial planning for retirement: The moderating role of government policy. SAGE Open, 13(2),1-15. https://doi.org/10.1177/21582440231181300

Muratore, A. M., & Earl, J. K. (2015). Improving retirement outcomes: The role of resources, pre-retirement planning and transition characteristics. Ageing & Society, 35(10), 2100–2140. https://doi.org/10.1177/0164027508330718

Newton, C., Corones, S., Irving, K., & Thomas, D. (2015). The value of financial planning advice: Process and outcome effects on consumer well-being [Time 1 and 2 survey summary results]. Queensland University of Technology.

Nguyen, D. T., & Nguyen, D. T. (2022). Retirement planning activities: Cases of preschool and primary school teachers in Hanam province. Journal of Finance – Marketing, 67(1), 112–126. https://doi.org/10.52932/jfm.vi67.245

Noone, J. H., Stephens, C., & Alpass, F. M. (2009). Preretirement planning and well-being in later life: A prospective study. Research on Aging, 31(3), 295–317. https://doi.org/10.1177/0164027508330718

Petkoska, J., & Earl, J. K. (2009). Understanding the influence of demographic and psychological variables on retirement planning. Psychology and Aging, 24(1), 245–251. https://doi.org/10.1037/a0014096Strauss, A., & Corbin, J. (1994). Grounded theory methodology: An overview. In Handbook of qualitative research (pp. 273–285). Sage Publications, Inc.

Strauss, B. G., Anselm. (2017). Discovery of Grounded Theory: Strategies for Qualitative Research (pp. 45–79). Routledge.