Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is a Succession Program Director at Value Growth Institute. Before her starting her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three award-winning books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Dr. Chien is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University.
The Courage to Keep Living Fully: Lessons from Lily’s Journey What the Science Says Retirement isn’t just a financial milestone. Instead, retirement is a psychological and relational transition. Research shows that continued engagement in novel,…
In this heartfelt article of Spending in Retirement, Dr. Chia-Li Chien, CFP®, shares her personal story of learning to invite her husband, TC, into the retirement planning conversation after 35 years of marriage.
When Dr. Chia-Li Chien’s husband told their financial planner his retirement plan in just one word, everything changed. Discover how fishing became a lesson in purpose, readiness, and joy, and how you can practice your own dream before you retire.
Retirement is often seen as the final chapter in one’s professional life, a time to relax and step back from the demands of a full-time career. But what if retirement could be more than just an end? What if it could be a new beginning, an opportunity to redefine what work and satisfaction mean to us?
Smart retirement planning involves cutting unnecessary costs, conquering debt, living within means, preparing for healthcare expenses, investing wisely, creating an emergency fund, and considering downsizing. This strategic approach ensures a financially secure and enjoyable retirement.
Dr. Chia-Li Chien’s insights from the “Maximizing Retirement Success: Beyond Assets and Liabilities” session. It underscores the significance of adopting a holistic approach to retirement planning, moving beyond traditional asset accumulation. Dr. Jane emphasizes the potential of underutilized assets like home equity and human capital while advocating for the strategic use of reverse mortgages. The session provides financial planners with advanced techniques to optimize retirement outcomes, particularly for pre-retirees and retirees.