Non Financial Side of Retirement

Workshop Title ThumbnailsNon Financial side of retirement

Hosted by Wade Pfau, PhD, CFA, RICP - Founder of Retirement Researcher. and Kevin D Lyles, JD, CRPC®, Certified Retirement Coach


It is vitally important to consider the non-financial aspects for enjoying retirement. Many retirees become bored with retirement because they did not prepare themselves sufficiently to cope with all the free time available in this phase of life. Retirees need to identify their purpose and passion that will provide a reason to get out of bed each morning. How will you like to spend your days in retirement? Retirees may also consider their relationship with work, as it is possible to work in retirement, either part time or even full time and possibly even in a new field. Retirement can provide the financial independence to work because you desire to do so, even at a lower wage or as a volunteer. Being financially independent offers the opportunity to pursue and prioritize work and activities that create meaning and value instead of those that provide the largest paycheck. Continuing to work offers many benefits aside from the income, in terms of staying active and engaged with your communities. Retirees must also plan to ensure that their relationships and social connections remain strong to avoid social isolation. Strengthened relationships with spouses, other family members, and friends deserve your attention and preparation ahead of retirement. Finally, enjoying a healthy and active lifestyle is an important part of enjoying your days and improving your health. An active mind may also help limit the onset of cognitive difficulties. Retirees who plan for these non-financial aspects can be better prepared to manage the various trials and tribulations of retirement and to enjoy stronger life satisfaction. These are the issues that Wade Pfau and Kevin Lyles will be addressing in the workshop.

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(all workshops)

First year membership $1495
Renew at $395 annually


Access to this
workshop only
(Non Financial Side of Retirement)

Pay $295 one-time fee

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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