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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.
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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
Take a Campus Tour

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
Full Course Catalog

Tuition

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

$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!

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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

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.

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 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.

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.

Course Catalog

  • How Do Index Funds Work? Behind the Scenes of Index Funds
  • Women & Wealth: Lessons at Different Life Stages
  • Developing a Social Security Claiming Strategy
  • Designing Your Asset Allocation
  • Understanding Retirement Expense Dynamics: Risks and Responses
  • Medicare Decisions and Health Expenses for Retirees
  • Managing Inflation in Your Retirement Income Plan
  • Understanding Retirement Expense Dynamics: Expense Categories and Risks
  • Creating Tax-Efficiency for Retirement Income
  • Sustainable Spending From Investments
  • Love, Fear, and Denial: Why You Won’t Optimize Your Assets in Retirement
  • Retirement and Residential Real Estate
  • Taming the Factor Zoo – Making Sense of Investment Risk Factors
  • Long-Term Care Planning
  • Non-Financial Side of Retirement
  • Understanding Your Retirement Income Style
  • Ongoing Investment Management
  • Handling Reserves & Contingencies
  • Designing and Implementing Your Bond Ladder
  • Family Dynamics and Your Retirement Plan – At the Intersection of Love and Money
  • Annuities and Risk Pooling
  • Health Risk in Retirement: How to Think About It and What to Do About It
  • How to Create Your Retirement Income Plan
  • Understanding and Using ESG Investments
  • The Vanishing Work-Retirement Threshold
  • Finding the Right Balance on Retirement
  • How Do Bonds Work? Making Sense of Bond Returns
  • Understanding Reverse Mortgages in Retirement
  • Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan
  • How to Manage the Physical, Behavioral, and Mental Health Risks to Your Retirement
  • On Your Own in Retirement: Special Considerations for Singles, Divorcees, and Widows
  • Understanding and Interpreting Annuities and Annuity Contracts
  • Why the Markets Work
  • Understanding and Using Time Segmentation Strategies
  • Legacy and Incapacity Planning
  • Housing Decisions for Retirement
  • Factor Investing: Research and Practice
  • Portfolio Distribution Strategies
  • Optimizing Your Other Portfolio: Maximizing Returns From Your New Time Affluence in Retirement
  • Getting Started with Your Retirement Income Plan
  • Designing Your 401(k) Plan
  • Quantifying Retirement Goals and Assessing Your Preparedness with the Funded Ratio
  • Health Risk in Retirement: How to Think About It and What to Do About It

Total Return

How to Create Your Retirement Income Plan

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Designing Your Asset Allocation

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Sustainable Spending from Investments Main Page

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Ongoing Investment Management Main Page

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Why The Markets Work Main Page

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Risk Wrap

How to Create Your Retirement Income Plan

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Understanding and Interpreting Annuities and Annuity Contracts Main Page

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Annuities and Risk Pooling

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Designing Your Asset Allocation

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Sustainable Spending from Investments Main Page

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Time Segmentation

How to Create Your Retirement Income Plan

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Designing and Implementing Your Bond Ladder Main Page

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Understanding and Using Time Segmentation Strategies Main Page

View

How Do Bonds Work? Making Sense Of Bond Returns

View

Managing Inflation In Your Retirement Income Plan

View

Income Protection

How to Create Your Retirement Income Plan

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Understanding and Interpreting Annuities and Annuity Contracts Main Page

View

Annuities and Risk Pooling

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Developing a Social Security Claiming Strategy Main Page

View

Managing Inflation In Your Retirement Income Plan

View

Creating Your Retirement Plan

How to Create Your Retirement Income Plan

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

View

Medicare Decisions and Health Expenses for Retirees 2024

View

Long-Term Care Planning Main Page

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Developing a Social Security Claiming Strategy Main Page

View

Understanding Retirement Expense Dynamics: Expense Categories and Risks

View

Living in Retirement

The Vanishing Work – Retirement Threshold

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

View

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

View

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

View

Housing Decisions for Retirement Main Page

View

Non Financial Side of Retirement Main Page

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Health in Retirement

Long-Term Care Planning Main Page

View

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

View

Medicare Decisions and Health Expenses for Retirees 2024

View

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

View

Investment Deep Dive

Why The Markets Work Main Page

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Taming the Factor Zoo – Making Sense of Investment Risk Factors

View

Designing Your Asset Allocation

View

Sustainable Spending from Investments Main Page

View

How Do Bonds Work? Making Sense Of Bond Returns

View

Understanding and Using ESG Investments

View

Factor Investing: Research and Practice Main Page

View

Ongoing Investment Management Main Page

View

Finding the Right Balance on Rebalancing

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Retirement Income Challenge

RIC – DAY 1

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RIC – DAY 2

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RIC – DAY 3

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RIC – DAY 4

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