Enroll Now

Campus Tour

The Retirement Researcher Academy’s virtual campus is your launchpad to everything the academy has to offer!
Enroll Now

Workshops

Monthly deep dive Workshop and dedicated Q&A Session with more than 40 workshops including:
  • Creating Tax Efficiency For Retirement
  • Managing Inflation in Your Retirement Income Plan
  • How to Create Your retirement Income Plan
  • Developing a Social Security Claiming Strategy
  • Designing Your Asset Allocation
  • Medicare Decisions and Health Expenses for Retirees
  • Finding the Right Balance on Retiring

Office Hours

Monthly Group Office Hour to answer your questions

  • You can submit questions in advance or join the conversation live via video or audio. It’s a great opportunity to get clarity, explore ideas, and connect with others navigating similar retirement decisions.

Quarterly Investment Review

Designed to help you understand the process of effectively evaluating the investments you are using in your own portfolio.

Your Syllabus

Your syllabus guides you on your path and makes sure you have the information that you need.

Downloadable Tools

Our wealth of Downloadable Tools for your retirement Planning

  • Including the RISA, Funded Ratio Analysis, PAY Rule Calculator, and Tax Efficient Retirement Investing Resource Pack
  • 10 other downloadable calculators
  • 33 Flowcharts
  • 24 Checklists
  • 12 Worksheets

Video Library

Video Library with recordings of all of our Academy sessions (including slides) as well all of our public webinars

Forums

Forums / community of like minded retirement researchers

Access to instructors to ask your questions!

Wade Pfau Ph.D., CFA, RICP®
Alex Murguia Ph.D.

Tuition

Your investment in lifelong learning. Access exclusive courses and expert guidance to confidently master your retirement planning.

Annual

$899

per year
Select

Monthly

$99

per month

Select

On Demand Library

Yes

Yes

Access to Live Academy Events

Yes

Yes

Funded Ratio, PAY Rule Calculator, and our Library of Calculators and Downloadable Resources

Yes

Yes

Private Academy Discussion Group

Yes

Yes

Customized Learning Paths

Yes

Yes

Monthly Flexibility

Yes

Price Will Never Go Up

Yes

1 Week Free Trial

Yes

Stand Alone Planning Discounts

Yes

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 date 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 immediately. 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.