Purchase Workshop
Workshop:
Quantifying Retirement Goals and Assessing Your Preparedness with the Funded Ratio
Hosted by Wade Pfau, PhD, CFA, RICP – Founder of Retirement Researcher.
There are a lot of moving pieces in even the simplest of financial plans. But they all start from the same place – deciding on your retirement goals. Deciding how much you want to spend throughout your retirement provides the foundation for everything else in your plan. But we often do not have specific goals in mind, and this severely limits our ability to plan effectively. When you have specific goals you give yourself the ability to create an overall plan that is targeted at meeting those goals. And you can assess whether you are on track to meet those goals.
In this workshop we will walk through how to determine what you are likely to want to spend in retirement – and how that might change through time. We’ll also dig into the Funded Ratio analysis and how this approach can help you understand where you stand relative to your retirement goals.
Purchase access to our latest workshop,
Or join the Retirement Researcher Academy for access to all upcoming workshops
Join today or Purchase this Workshop!
Annual
Subscription
(all workshops)
First year membership $1495
Renew at $395 annually
Access to thisworkshop only
(Quantifying Retirement Goals and Assessing Your Preparedness with the Funded Ratio)
Pay $295 one-time fee
EnrollAnd 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.
Join UsFrequently Asked Questions:
Once I sign up for my membership, what happens?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. Your initial fee will be charged at the end of your 7 day trial and your renewal date will be charged annually after that.
If you decide to sign up for our membership, you will have a 7 day FREE trial before you are charged the initial fee. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
How long will it take to receive my email?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 !
How do I cancel my subscription?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.
Who is this for?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.
Will I keep this price forever if I sign up now?Yes, Retirement Researcher Academy member, you will keep your annual membership price, as long as you do not cancel.
Do I need this if I have an advisor?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.
Can I get a refund on my membership subscription?No, we are not offering refunds for membership subscriptions.
Can I join the membership site if I live outside the US?Sadly, the membership site is only available for purchase by individuals in the United States.
The information being provided is strictly as a courtesy. When you link to any of these websites provided here you are leaving this site. RetirementResearcher.com make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving RetirementResearcher.com and assume total responsibility and risk for your use of the sites you are linking to.
