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Your starting point for financial education, where you are in the driver’s seat.

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We’re Here To Answer Questions Like:

Do I have enough saved to afford retirement?

What is the 4% rule?

What is the appropriate mix of stocks and bonds in retirement?

When should I start Social Security benefits?

What is the difference between fixed and variable annuities?

How much will I want to spend in retirement?

These are challenging questions.
Now is the time to find the answers.

Simply hoping

things work out is

not a strategy.

You’ve spent 30 years 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.

We have listened to you.

We’re are excited to share with you our Retirement Researcher Academy to help guide you on your retirement income journey!
We’re are excited to share with you our Retirement Researcher Academy to help guide you on your retirement income journey!

Come in for the content.
Stay for the community!

We’re are excited to share with you our Retirement Researcher Academy to help guide you on your retirement income journey!

At the Academy, you'll receive:

Get started



For the first year


Annual fee

Knowledgeable. Personable.

People are finding it more and more difficult to figure out how to plan for retirement – how to save while working and how to convert their savings into sustainable income for the rest of their lives. To be sure, making the right decisions is an exceedingly complicated task, but it is not impossible.

Retirement Researcher exists to help guide you along the path to a successful and sustainable retirement by providing modern, sound academic research, in the manner that helps you learn best.

Bob French CFA
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Wade Pfau Ph.D., CFA, RICP®
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Alex Murguia Ph.D.
Learn More >

How much of your time would it take you to organize, synthesize, and continually curate all of this information?

How much would it cost you to hire a professional to do it for you?

Retirement Researcher Academy provides the best of both of these worlds and then some because over time you will also be able to piggy-back off of the community of Retirement Researchers that are also part of the Academy.

You no longer have to worry about:

We make it easy for you by:

The delivery of financial advice is changing
We are at its forefront.

Advisors can be great resources, but they are not for everyone. You need access to financial advice on your own terms and at your own pace. The Academy gives you the resources and flexibility to give you the information you need in the way that works for you.
Joining the Retirement Researcher community is a great way to develop, maintain, and engage in your retirement income plan by yourself, with a helping hand, and with a community of other like-minded folks.

Frequently asked questions

Step 1. You will receive an email invoice, and a confirmation email with a link to log in.

Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.

Step 3. This is a subscription product, so you will be automatically billed at your next billing interval. Your initial fee will be charged at the end of your 7 day trial and your renewal date will be charged annually after that.

If you decide to sign up for our membership, you will have a 7 day FREE trial before you are charged the initial fee. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at !

You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at

Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
Yes, Retirement Researcher Academy member, you will keep your annual membership price, as long as you do not cancel.

What you learn as a member of the Retirement Researcher Academy can help you act as your own second opinion to ensure that your advisor is providing sound recommendations and implementing those recommendations appropriately. This will give you even more Peace of Mind that you are on the right path.

No, we are not offering refunds for membership subscriptions.

Sadly, the membership site is only available for purchase by individuals in the United States.