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Money Mountaineering at the University of Manitoba: 6 Principles of Holistic Financial Wellness

November 19, 2020 — Actuary and Author Peter Neuwirth spoke today at the University of Manitoba about the 6 Principles of Holistic Financial Wellness, based on his book Money Mountaineering: Use the Principles of Holistic Financial Wellness to Thrive in a Complex World.

This virtual Zoom event, hosted by Xikui Wang and the University of Manitoba, includes:

  • “Money Mountaineering” Intro: 22:57
  • Holistic Financial Wellness Principle #1: 25:53
  • HFW Principle #2: 29:12
  • HFW Principle #3: 31:34
  • HFW Principle #4: 34:49
  • HFW Principle #5: 36:22
  • HFW Principle #6: 39:04
  • Barbell Strategy Q&A: 47:03

Be sure to watch the presentation to learn all about Pete’s 6 Principles of Holistic Financial Wellness.

To book Pete to speak at your event: Contact Hope Katz Gibbs, director of communications hope@hopegibbs.com / 703-346-6975

About Actuary and Author Peter J. Neuwirth FSA, FCA: An actuary specializing in retirement plan issues, Pete is a 1979 graduate of Harvard College with a BA in Mathematics and Linguistics. After leaving Harvard, he went to work at Connecticut General Life Insurance, now CIGNA, and for the next 38 years, he worked continuously as an actuary holding significant leadership positions at a variety of firms around the country, including most of the major consulting firms (Aon, Hewitt Associates, Watson Wyatt, Towers Perrin and finally Towers Watson).

Additionally, he has spent 5 years as a chief actuary at a regional benefits consulting firm (Godwins), 7 years running a small actuarial firm (Coates Kenney), and one year in a large accounting firm (Price Waterhouse). At the end of 2016, he retired from Towers Watson to focus on writing and researching financial wellness issues.

Peter continues researching various financial wellness issues, including using home equity to generate retirement income. In 2018 he taught a graduate seminar on this subject for the actuarial science department at the University of California at Santa Barbara. He is currently associated with the Academy for Home Equity in Financial Planning at the University of Illinois.

In addition to his books “Money Mountaineering” and “What’s Your Future Worth?”, his research has been published in professional journals, including the Journal of Deferred Compensation, Contingencies, and Journal of Financial Planning. His articles have also been published in numerous online actuarial web publications. He is a frequent speaker at professional conferences such as the Conference of Consulting Actuaries, Enrolled Actuaries, and Western Pension and Benefits Conference. He is a Fellow of the Society of Actuaries and the Conference of Consulting Actuaries.

Contact Pete: