What subject are you most interested in?
Learn how to retire.
Get back to living!
Get unlimited access to hundreds of in-depth courses, workshops, live webinars, and more.
What's included in
your membership?
- Delve into hundreds of carefully curated Workshops
- Pick up where you left off - learn at your own pace
- Regular live Webinars from Wade Pfau Ph.D., CFA, RICP® and Alex Murguia Ph.D.
- Interact with the rest of the student body in the Forums
- Practical Tools to help you on your way, including calculators, worksheets, checklists etc.
- And so much more
Meet the industry leaders
guiding you all the way
“The goal is to help people make better retirement decisions by understanding the range of strategies available and how they relate to personal goals and comfort levels.”
— Wade Pfau, Retirement Planning Guidebook
Every aspect of retirement, covered
Social
Security
Medicare
Investing
Reliable
Income
Living in
retirement
Social
Security
Medicare
Investing
Reliable
Income
Living in
retirement
Learn your way
Workshops
Workshops Dive into focused, detailed sessions on key retirement topics. From tax planning to portfolio withdrawal strategies, our monthly workshops are created to help you go deeper and apply the research to your own situation
Video Library
Video Library Explore our full archive of Webinars that explore timely retirement topics, answer member questions, and bring the research to life. Watch past sessions whenever it fits your schedule.
Tools
Tools Put ideas into action using calculators, worksheets, checklists, and other practical planning tools. These interactive resources help you model scenarios, test ideas, and better understand how different strategies might fit your unique situation.
Forum
Forum Connect with other Academy members and Retirement Researcher experts in a private, members-only space. Ask questions, share insights, and learn from others who are working toward the same retirement goals.
On Demand Library
Yes
Yes
Access to Live Academy Events
Yes
Yes
Funded Ratio, PAY Rule Calculator, and our Library of Calculators and Downloadable Resources
Yes
Yes
Private Academy Discussion Group
Yes
Yes
Customized Learning Paths
Yes
Yes
Monthly Flexibility
Yes
Price Will Never Go Up
Yes
1 Week Free Trial
Yes
Standalone Planning Discounts
Yes
On Demand Library
Yes
Yes
Access to Live Academy Events
Yes
Yes
Funded Ratio, PAY Rule Calculator, and our Library of Calculators and Downloadable Resources
Yes
Yes
Private Academy Discussion Group
Yes
Yes
Customized Learning Paths
Yes
Yes
Monthly Flexibility
Yes
Price Will Never Go Up
Yes
1 Week Free Trial
Yes
Stand Alone Planning Discounts
Yes
Our members are saying:
“I have completed many of your courses and attended many webinars. The greatest effort was the Portfolio Management Course. I completed that course and created a document that will guide our plan, as well as those that will one day take over for me as the lead planner and implementor.”
“A great source of knowledge, insight and learning providing those planning for or executing in retirement the tools required to live their best retirement lives.”
“I describe the Academy as a top-notch, go-to place for learning about personal finance and long-term investing.”
Anonymous testimonial of actual Retirement Researcher Academy member 2025
Not sure what to expect?
Sit in on a class
Developing a Social Security Claiming Strategy
Long Term Care Planning
Understanding Reverse Mortgages
Creating Tax-Efficiency for Retirement Income
Medicare Decisions and Health Expenses for Retirees
One Year Out: Steps to Ensure a Smooth Transition to Retirement
Simply hoping
your retirement
will work out is
not a strategy.
You’ve worked hard getting to this point, you owe it to your future self to make sure you maximize your ability to create a stable retirement plan in retirement. Transitioning your portfolio for retirement income requires a different way of doing things.
