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

Workshop Title ThumbnailsHow to manage the physical, behavioral and mental health risks to your retirement

Hosted by Guest presenter, Chris Heye, PhD.

The greatest threat to the retirement security of most adults is not a recession, stock market correction, or inflation. It’s their health. In this workshop, I will provide an overview of the health- and longevity-related threats to retirement security, including approaches to identifying, managing, and mitigating those risks. Special attention will be given to the risks posed by cognitive decline and diminished financial decision-making capacity.


Chris Heye, PhD, is the CEO and Founder of Whealthcare Solutions, Inc. and Whealthcare Planning LLC. Dr Heye is a technology entrepreneur, writer, researcher, and speaker on subjects that reside at the intersection of physical, behavioral, and mental health and financial wellbeing. After confronting dementia in his own family and witnessing elder financial abuse in friends, he decided not enough was being done to protect older adults. He helped to design and manage a clinical study conducted at the Massachusetts General Hospital that investigated the behavioral and cognitive underpinnings of sound financial decision-making. The results of that study serve as the foundation for the first of its kind cloud-based application that enables adults and their families to more effectively identify, manage, and mitigate health and longevity-related financial risks.

Dr Heye is a regular columnist for the Journal of Financial Planning and is a Research Fellow at the Alliance for Lifetime Income. He received his BA from Wesleyan University and PhD from the Massachusetts Institute of Technology (MIT), where he also completed a post-doctoral program at the MIT Industrial Performance Center.

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And did we mention our staff?

Wade Pfau, Ph.D., Alex Murguia, Ph.D., and Bob French CFA® represent some of the leading minds in the industry.

What makes them unique, however, is not their ability to lead the research agenda for the financial planning profession (Wade Pfau), create a leading financial planning software platform for the industry (Bob), or blend the best of academic research and practical application within a wealth management firm (Alex)...


...What makes Wade, Alex, and Bob unique is their ability to distill the best that the science of financial planning has to offer and to present it to you in a very approachable and friendly manner.

Kind of like what your favorite teacher would do back in high school or college.

This is their passion.

And did we mention our staff?

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.

This is their passion.

You no longer have to worry about:

Keeping up with the latest financial planning research

Understanding how new tax laws (or any other laws) affect your plan

How current investment markets may affect your portfolio

How to navigate the financial professional landscape

Doing something markedly different from other people in your situation

Which assets to prioritize so you can appropriately budget time for each one.

The order of operations in completing each component of an asset to eliminate confusion.

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.

Benchmarking your situation to other similar like-minded Retirement Researchers in our members-only forum.

While there is always room for an advisor, we also believe that individuals like to access financial advice differently and at their own pace.

The delivery of financial advice is changing,
and we are at its forefront.

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.

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