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Retirement Income Challenge

Use the navigation menu to the left to view the recordings of the Retirement Income Challenge. Homework items can be found on each respective page. You can also review our emails throughout the week for more detail.

Feel free to join our Facebook Group, Retirement Researcher Basecamp, to join our ongoing discussion with other Challenge participants and fellow Retirement Researchers. For questions and comments, you can reach us at community@retirementresearcher.com.

 

Please note, access to the Challenge items will expire for all non-Academy members on Monday, August 2nd. We recommend you save/download copies of all your homework items prior to this date!

Challenge Progress

Mark your progress by clicking the checkmark at the bottom of each page once all items have been completed.

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's Syllabus

Retirement Income Challenge

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Retirement Income Challenge Day 1
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Retirement Income Challenge Day 2
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Retirement Income Challenge Day 3
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Retirement Income Challenge Day 4
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Sustainable Spending From Investments

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Favorites

Total Return

How to Create Your Retirement Income Plan

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

Ongoing Investment Management Main Page

Why The Markets Work Main Page

Risk Wrap

How to Create Your Retirement Income Plan

Understanding and Interpreting Annuities and Annuity Contracts Main Page

Annuities and Risk Pooling

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

Time Segmentation

How to Create Your Retirement Income Plan

Designing and Implementing Your Bond Ladder Main Page

Understanding and Using Time Segmentation Strategies Main Page

How Do Bonds Work? Making Sense Of Bond Returns

Managing Inflation In Your Retirement Income Plan

Income Protection

How to Create Your Retirement Income Plan

Understanding and Interpreting Annuities and Annuity Contracts Main Page

Annuities and Risk Pooling

Developing a Social Security Claiming Strategy Main Page

Managing Inflation In Your Retirement Income Plan

Creating Your Retirement Plan

How to Create Your Retirement Income Plan

Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan

Medicare Decisions and Health Expenses for Retirees 2023

Long-Term Care Planning Main Page

Developing a Social Security Claiming Strategy Main Page

Understanding Retirement Expense Dynamics: Expense Categories and Risks

Living in Retirement

The Vanishing Work – Retirement Threshold

On Your Own in Retirement: Special Considerations for Singles, Divorcees and Widows

Family Dynamics and Your Retirement Plan – At the Intersection of Love and Money

Optimizing Your Other Portfolio: Maximizing Returns from Your New Time Affluence in Retirement

Housing Decisions for Retirement Main Page

Non Financial Side of Retirement Main Page

Health in Retirement

Long-Term Care Planning Main Page

How to Manage the Physical, Behavioral, and Mental Health Risks to Your Retirement

Medicare Decisions and Health Expenses for Retirees 2023

Health Risk in Retirement: How to Think About It and What to Do About It

Investment Deep Dive

Why The Markets Work Main Page

Taming the Factor Zoo – Making Sense of Investment Risk Factors

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

How Do Bonds Work? Making Sense Of Bond Returns

Understanding and Using ESG Investments

Factor Investing: Research and Practice Main Page

Ongoing Investment Management Main Page

Finding the Right Balance on Rebalancing

Retirement Income Challenge

Retirement Income Challenge Day 1

Retirement Income Challenge Day 2

Retirement Income Challenge Day 3

Retirement Income Challenge Day 4