Join the

Retirement

Researcher

Academy

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:

  • Monthly new workshops with a dedicated Q&A session on that topic, plus our archive of past workshops
  • Financial planning office hours to discuss your specific concerns
  • Private Academy forums
  • Downloadable resource files with over 40 implementation plans and calculators to help you make more informed retirement decisions
  • A book club relating to important topics for achieving a successful and satisfying retirement
  • Quarterly live investment committee review meetings
  • On-demand webinar archive
  • Discounted access to our "done for you planning" service

Get started

today

$1,495

For the first year

$395

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
Learn More >
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:

  • Keeping up with the latest financial planning research
  • If your retirement plan fits how you approach retirement
  • Whether you are “forgetting” something in your plan
  • Ensuring that you are making good choices with Social Security and Medicare
  • ow you can make your retirement plan as tax efficient as possible
  • ow you can make your retirement plan as tax efficient as possible
  • How you can make your retirement plan as tax efficient as possible

We make it easy for you by:

  • Researching and curating the best financial planning practices in an easy to understandable format and in accordance with your retirement income style
  • Providing frequent opportunities for discussion among our members through various workshops and Q&A formats.
  • Creating downloadable and easy to understand resources (e.g., calculators) tailor-made to practical retirement income issues.
  • Allowing you to see how your situation compares to similar like-minded Academy members in our Portfolio Hot Seat

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 community@retirementresearcher.com !

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

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.