Eric T. Ludwig,
Ph.D., CFP®, RICP®
Author, researcher, and retirement income expert helping consumers and financial advisors navigate the most complex phase of financial life.
- Author, The Retirement Specialist (March 2026)
- Host, The Financial Insights Show
- Associate Professor of Retirement Income, The American College of Financial Services
- Director, Center for Retirement Income & RICP Program
- CEO, Stockbridge Private Wealth Management
New Book
The Retirement Specialist
Available March 1, 2026The skills required to build wealth are fundamentally different from the expertise needed to make it last 30+ years in retirement. This book shows you how to recognize when your needs have evolved beyond your advisor’s expertise, and how to find a qualified retirement income specialist.
Written for pre-retirees and recent retirees with $1M+ in investable assets.
Podcast & Video
The Financial Insights Show
AI-powered insights from real advisor-client conversations. Co-hosted with Liam Hanlon from Jump.ai, each episode uncovers what’s actually happening in financial planning practice.
Retirement Planning in Volatile Markets
with Jamie Hopkins, CEO of Bryn Mawr Wealth
How advisors can guide clients through market uncertainty while staying focused on long-term retirement income strategies.
Tax Policy Proposals and Impacts
with Sophia Duffy, JD
Breaking down how current tax policy proposals could reshape retirement planning strategies for advisors and their clients.
Secrets of Sound Investing
with Meb Faber, CEO of Cambria Investments
Evidence-based investing principles and how they apply to retirement portfolio construction.
About
Researcher. Advisor. Educator.
Eric Ludwig is co-founder and CEO of Stockbridge Private Wealth Management, serving affluent clients approaching and throughout retirement. He is also Associate Professor of Retirement Income and Director of both the Center for Retirement Income and the RICP program at The American College of Financial Services, where he oversees the professional education of over 12,000 financial advisors in retirement income strategies.
His published research spans retirement well-being, income strategy, investor behavior, and artificial intelligence in financial services, appearing in journals including Financial Planning Review, Finance Research Letters, Journal of Financial Planning, and others. He partners with leading asset management and insurance companies on applied retirement research and serves on advisory boards at the intersection of financial planning and technology.
A frequent speaker at major industry conferences and Fortune 500 financial services firms, Eric has presented at events hosted by the CFP Board, Financial Planning Association, AFCPE, and NAPFA, among others. His commentary has been featured in The Wall Street Journal, Forbes, Barron’s, Kiplinger, Newsweek, and numerous other national outlets.
Before entering financial services, Eric was a commercial airline pilot. He holds a Ph.D. in Personal Financial Planning from Kansas State University, a master’s degree from the University of Colorado, and a bachelor’s degree from Embry-Riddle Aeronautical University.
Research
Current Research Focus
Applied research at the intersection of retirement planning, behavioral finance, and technology. Open to industry partnerships and collaborative projects.
AI and Financial Capability
Designing interventions that use artificial intelligence to improve not just financial knowledge, but the confidence and ability to act on it.
Investor Behavior
Moving beyond risk-tolerance questionnaires to understand how personality, socialization, and timely education predict and improve investor decisions.
Retirement Preparedness
Improving retirement readiness through behavioral segmentation, income planning strategies, and understanding the psychology of decumulation.
In the Press
Media & Speaking
Regular commentary on retirement planning, investor behavior, and AI in financial services for national publications. Available for media inquiries and speaking engagements.
Recognition
AFCPE Outstanding Research to Practice Award, sponsored by NEFE
WealthManagement.com “Wealthie” Award, Best Industry Research Provider
CFP Board Best Paper in Financial Planning Practice
Let’s Connect
Media inquiries, speaking requests, research partnerships, and client consultations.