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Record W4414145565 · doi:10.1111/joca.70025

Factors and Determinants of Financial Behaviors That Undermine Financial Well‐Being: A Qualitative Study

2025· article· en· W4414145565 on OpenAlexaff
Tania Morris, Lamine Kamano, Vicky Therrien

Bibliographic record

VenueJournal of Consumer Affairs · 2025
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicFinancial Literacy, Pension, Retirement Analysis
Canadian institutionsUniversité de Moncton
Fundersnot available
KeywordsSociocultural evolutionQualitative researchGovernment (linguistics)Strategic financial managementCognitionTheory of planned behaviorOriginalityFinancial modelingSocial cognitive theory

Abstract

fetched live from OpenAlex

ABSTRACT This paper aims to identify the factors, their determinants, and indicators contributing to financial behaviors that may be detrimental to people's financial well‐being. A qualitative methodology was employed, involving financial professionals and members of the general population. The theory of planned behavior was inductively used as an analytical framework. The results suggest that detrimental financial behaviors are shaped by (1) attitudes such as financial apprehension, rigid financial mindsets, and lack of awareness; (2) social influences including relational pressure, sociocultural norms, geographic context, social media, and marketing; (3) perceived behavioral control factors such as limited knowledge, environmental conditions, financial ecosystem, and insufficient education; and (4) ingrained financial habits, including avoidance, cognitive biases, overconsumption, and lifestyle orientation. The originality of this research lies in the new insights it offers into the cognitive and psychological processes shaping financial behaviors. The findings interest stakeholders such as government bodies, financial education developers, researchers, and regulators.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.009
metaresearch head score (Gemma)0.014
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Qualitative · Consensus signal: Qualitative
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.012
Threshold uncertainty score0.050

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0090.014
Meta-epidemiology (narrow)0.0000.001
Meta-epidemiology (broad)0.0010.000
Bibliometrics0.0010.001
Science and technology studies0.0060.005
Scholarly communication0.0020.003
Open science0.0010.003
Research integrity0.0010.002
Insufficient payload (model declined to judge)0.0030.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.028
GPT teacher head0.309
Teacher spread0.281 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designQualitative
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations1
Published2025
Admission routes1
Has abstractyes

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