Ives Machiz PhD, MBA, CFP®

Ives Machiz PhD, MBA, CFP®Ives Machiz PhD, MBA, CFP®Ives Machiz PhD, MBA, CFP®

Ives Machiz PhD, MBA, CFP®

Ives Machiz PhD, MBA, CFP®Ives Machiz PhD, MBA, CFP®Ives Machiz PhD, MBA, CFP®
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Ives Machiz - Research and Publications

Research on the Web

Examining Anxiety as an Additional Antecedent to Trust and Commitment in Fi

2026

Machiz, I., McCoy, M., Wu, J., Rollins-Koons, A., & White, K. (In press). Examining anxiety as an additional antecedent to tarust and commitment in financial planning. Financial Planning Research Journal.

Resilient personality or financial resilience framework for coping with phy

2/2025

McCoy, M., Machiz, I., Johnson, P., White, K., Watkins, K., & Bennets, C. (2025).  Resilient personality or financial resilience framework for coping with physical and mental health during COVID-19 pandemic. Financial Services Review, 33(1), 67-85.

Dissertation: The relationship between financial education and downstream

5/2023

Machiz, I. M. (2023). The relationship between financial education and downstream financial health (Doctoral dissertation, Kansas State University).

The Science of Building Trust and Commitment in Financial Planning: Using S

12/2022

McCoy, M., Machiz, I., Harris, J., Lynn, C., Lawson, D., & Rollins-Koons, A. (2022). The Science of Building Trust and Commitment in Financial Planning: Using Structural Equation Modeling to Examine Antecedents to Trust and Commitment. Journal of Financial Planning, 35(12), 68-89.

An Application of Financial Resilience to Retirement Planning by Racial/Eth

5/2022

White, K. J., Ouyang, C., Machiz, I., McCoy, M., & Qi, J. (2022). An Application of Financial Resilience to Retirement Planning by Racial/Ethnic Status. The Journal of Retirement, 9(4), 31-45.

Exploring how developmental theories could shape the integration of financi

2021

Harris, J., Joseph, M., Machiz, I., & McCoy, M. (2021). Exploring how developmental theories could shape the integration of financial education into K-3rd grade curriculum. In Financialization, Financial Literacy, and Social Education(pp. 61-88). Routledge.

Utilizing What We Know About Tele-Mental Health in Tele-Financial Planning:

9/2020

Sensenig, D. J., Walsh, B., Machiz, I., Stanley, N., Russell, M., McCoy, M., & CET, P. (2020). Utilizing what we know about tele-mental health in tele-financial planning: a systematic literature review. Journal of Financial Planning, 33(9), 48-58.

NOTE - Some articles require a subscription, library access, or other credentials to access full text. Links to free versions given when available.

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