Purchase Workshop

One Year Out: Steps to Ensure a Smooth Transition to Retirement

Hosted by Jason Rizkallah, CFP®, RICP®, ChFC®

In this workshop, we’ll explore what retirement truly means and looks like, the impact on your relationships, and the changes in self-identity many experience. Learn the importance of goal setting and how to assess your current situation to identify readiness and address any gaps. We’ll also cover the mechanics of retiring, including developing a distribution strategy, managing sequence of returns risk, healthcare and insurance needs, tax planning, and annuity decisions.
Purchase Workshop

Full Access only $99

Workshop Instructor

JASON RIZKALLAH, CFP®, RICP®
Full Bio

Bob French CFA

Full Bio

In this workshop Jason and Bob will detail:

  • Understand what retirement means and how it looks.
  • Learn the impact of retirement on family and social relationships.
  • Explore the changes in self-identity during retirement.
  • Master effective goal-setting strategies.
  • Assess your readiness for retirement and identify any gaps.
  • Understand the mechanics of retiring and putting your plan into action.
  • Develop a distribution strategy and manage sequence of returns risk.
  • Navigate healthcare, insurance needs, tax
Purchase Workshop

Full Access only $99

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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.

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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.

Frequently Asked Questions

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.

Jason Rizkallah joined McLean in 2019. With over a decade of experience advising clients through all aspects of their financial life, Jason specializes in holistic financial planning and prudent investment selection to help his clients achieve their long-term financial goals.  A strong believer in putting the client first, Jason embodies the philosophy that McLean values with all client relationships. Jason has been a practicing CFP since 2014. As a CFP, he ensures that his client’s interests are at the forefront of every interaction. At McLean, Jason will partner with you to create your financial plan, provide guidance on how to properly invest according to your specific risk tolerance and objectives, and ensure you are on track to achieve your financial and life goals.

Education

  • B.A. in Economics from the University of Maryland, College Park

Professional Designations and Associations

  • CERTIFIED FINANCIAL PLANNER™
  • Retirement Income Certified Professional®
  • FINRA/NASD Series 7 and 66
  • Maryland Insurance License
  • Member, University of Maryland, College Park Alumni Association

Greatest Professional Satisfaction

I am fortunate to be a part of a team of professionals whose mission, like mine, is to ensure individuals achieve a successful and fulfilling retirement.

Greatest Personal Satisfaction

My greatest satisfaction stems from being a father to my son. Watching him grow and experience the world is an amazing adventure, for him and me. In my spare time, I enjoy fishing and traveling. 

Bob is responsible for McLean’s investment strategy. In this role, he ensures that McLean stays at the cutting edge of financial innovation, and helps clients understand how to make the most of their investments within the broader framework of their retirement income plan.

Bob grew up around finance, and he started his career with Dimensional Fund Advisors. While there, he oversaw a data analysis program for financial advisors and helped them think through how to use data to illustrate their client discussions – including when not to use the numbers and focus on the intuition behind the numbers. Following Dimensional Fund Advisors, Bob joined inStream Solutions to help them develop one of the most complete financial planning analytics tools on the market.

Bob joined the McLean team to continue working to understand how investments fit in the broader retirement income paradigm, and to have a chance to work directly with clients to help them develop a more complete understanding of how everything fits together.

Bob grew up in Hanover, NH, and now lives in Portland, ME with his wife and two daughters.

Education

  • B.A. Government, Connecticut College

Professional Affiliations & Designations

  • Chartered Financial Analyst (CFA)

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

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How Do Bonds Work? Making Sense Of Bond Returns

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Managing Inflation In Your Retirement Income Plan

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Income Protection

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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Developing a Social Security Claiming Strategy Main Page

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Managing Inflation In Your Retirement Income Plan

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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

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Medicare Decisions and Health Expenses for Retirees 2024

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Long-Term Care Planning Main Page

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Developing a Social Security Claiming Strategy Main Page

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Understanding Retirement Expense Dynamics: Expense Categories and Risks

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Living in Retirement

The Vanishing Work – Retirement Threshold

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

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

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

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Housing Decisions for Retirement Main Page

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Non Financial Side of Retirement Main Page

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Health in Retirement

Long-Term Care Planning Main Page

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

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Medicare Decisions and Health Expenses for Retirees 2024

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

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Investment Deep Dive

Why The Markets Work Main Page

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Taming the Factor Zoo – Making Sense of Investment Risk Factors

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Designing Your Asset Allocation

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Sustainable Spending from Investments Main Page

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How Do Bonds Work? Making Sense Of Bond Returns

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Understanding and Using ESG Investments

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Factor Investing: Research and Practice Main Page

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Ongoing Investment Management Main Page

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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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