Academy Open Enrollment

Now Enrolling

Planning Your Retirement

Reading, science, math, retirement?

Everything we learn in school is to prepare us to have successful career. And the ultimate reward for that career — retirement. Yet when we reach that time, we’re thrown into the deep-end without any education on what to do. The Retirement Researcher Academy is a curriculum on retirement theory taught by some of the most respected instructors in the industry.

Your Instructors

Bob French CFA

Wade Pfau Ph.D., CFA, RICP®

Alex Murguia Ph.D.

Your Campus

A little commute.

A lot of content.

Your campus is inside the academy learning platform. There you can do things like:

Take a new courses from your custom syllabus
Pick up where you left off on your last lesson
See when the next office hours are coming up
Interact with the rest of the student body in the forums
And so much more

Subjects We Cover

An education on wealth needs a wealth of content

Social Security

Medicare

Investing

Reliable Income
and Annuities

Distribution and
Tax Planning

Living in
Retirement

Tuition

Your investment in lifelong learning. Access exclusive courses and expert guidance to confidently master your retirement planning.

$899

per year

$99

per month

Student Success Stories

A fantastic, practical educational resource for navigating the complexities of retirement.

A great place to take a deep dive into the world of Financial Planning and learn the Academics of Investing.

I joined the Academy because I needed to enroll in Medicare and wanted to gain confidence by getting educated.

I really like to learn about retirement information! The academy has provided so much more than any other advisor!

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

Sit in on a Class

Here’s a real lesson from the academy to see just what to expect.

Frequently Asked Questions

Once I sign up for my membership, what happens?

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.

If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.

If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.

How long will it take to receive my email?

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

How do I cancel my subscription?

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.

Who is this for?

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.

Will I keep this price forever if I sign up now?

Yes, Retirement Researcher Academy member, you will keep your membership price, as long as you do not cancel.

Do I need this if I have an advisor?

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.

Can I get a refund on my membership subscription?

No, we are not offering refunds for membership subscriptions.

Can I join the membership site if I live outside the US?

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

Now Enrolling

Planning Your Retirement

Reading, science, math, retirement?

Your Instructors

Your Campus

A little commute.

A lot of content.

Subjects We Cover

Tuition

$899

$99

Student Success Stories

Sit in on a Class

Frequently Asked Questions

Course Catalog

Total Return

Risk Wrap

Time Segmentation

Income Protection

Creating Your Retirement Plan

Living in Retirement

Health in Retirement

Investment Deep Dive

Retirement Income Challenge