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About the Author: Alex Murguia, Ph.D.


Alex is CEO of Retirement Researcher. He also serves as the managing principal for McLean Asset Management. In addition to his management responsibilities, he is one of the primary contributors to our content.

He has published numerous articles in the leading peer reviewed journals in the financial planning industry and is a frequent speaker at many of the financial planning profession’s leading conferences. In

addition, he has been quoted in the New York Times, the Wall Street Journal, InvestmentNews, and various other industry publications regarding his thoughts on the industry, practice management, and retirement income planning.

He also founded inStream Solutions. A leading retirement financial planning software company used by some of the nation’s largest financial advisory firms.

Alex graduated with a Ph.D. from The George Washington University.

Our team of researchers and practitioners have outlined 7 financial challenges unique to retirees that must be taken into account when planning for retirement.

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