About Us - WhealthBot

WhealthBot has been developed in collaboration with financial planning and medical experts including Tony Weiner, MD, Director, Outpatient Geriatric Psychiatry, Massachusetts General Hospital (MGH), Edward "Ned" Hallowell, MD, psychiatrist and New York Times bestselling author.

WhealthBot creator Chris Heye, PhD, is a technology entrepreneur who writes, researches, and speaks on subjects that reside at the intersection of health, personal finance, and longevity.

Recent Interviews

Selected Publications

What AI Means for Clients’ Health, Journal of Financial Planning: February 2024

The Three Most Important Trends in Wealth Management, Journal of Financial Planning: November 2022

Examining the Prevalence of Diminished Capacity, Journal of Financial Planning: August 2022

Cognitive Function As A Proxy Of Financial Decision Making In Older Primary Care Adults, Alzheimer's & Dementia: August 2017

Introducing a Hierarchy of Financial Wellness, Journal of Financial Planning: September 2020

Cognitive Overload: How to Protect Older Adults From Diminished Financial Decision-Making Capacity, Innovation in Aging: February 2021

A Model for Proactive Health Event Planning and Response, Journal of Financial Planning: February 2023

Why Longevity Planning Also Matters for Younger Clients, Journal of Financial Planning: August 2023

Health and Aging Planning in a Post-Pandemic World, Journal of Financial Planning: July 2020

The Importance of Managing Life-Stage Risks for an Aging Population, Journal of Financial Planning: September 2021

How to Have Successful Client Conversations About Finances, Health, and Memory Loss, Journal of Financial Planning: September 2021

Race, Gender, Wealth, and the Barriers to Successful Longevity, Journal of Financial Planning: November 2023

Aging, Health, and the Dynamic Nature of Financial Wellness, Journal of Financial Planning: May 2024

Why Are So Many People Bad at Planning for Retirement?, Journal of Financial Planning: July 2024