for access to the course plus all past and future workshops
Have you ever wondered:
How can I make my portfolio more tax-efficient?
Am I using the right funds for this?
What's the right way to rebalance my portfolio?
Am I doing everything I should be for my portfolio?
How should I take my income in retirement?
These are not simple questions, but you CAN find the answers you need.
Investing is a process.
So much of the discussion around investing treats it as an event. You sit down one day and design your portfolio, and then you’re done. At least with the important stuff. But this is wrong. Investing isn’t an event – or even a series of events. It’s a process. An ongoing, iterative, process. And designing your portfolio is on the very first step in that process.
Our new course, The Systematic Portfolio Management Process, taught by Retirement Researcher’s Director of Investment Analysis, Bob French, CFA, starts after you’ve designed your portfolio, and will show you how to manage this ongoing process to make sure that you’ll have the best investment experience possible.
In this 6 week course, you'll receive:
Live weekly lectures walking you through everything you need to systematically manage your portfolio throughout your life
Live weekly Office Hours to ask any question that you might have, and get the answers that you need
Calculators and checklists
Below is a breakdown of what will be covered in each weekly lesson.
Tuesday, May 11th at 2:00 PM ET
Your asset allocation defines your investment portfolio's strategy. Designing an appropriate asset allocation, and learning how to adjust it over time as you change through life, will ensure that your portfolio will always be working to help you achieve your retirement income plan.
Risk Tolerance
Reviewing Your Allocation as Part of Your Broader Retirement Plan
Understanding Allocation Glide Paths
Tuesday, May 18th at 2:00 PM ET
The funds you use translate your asset allocation in practice. Understanding how to pick good funds to fit your allocation - and make sure they stay good - will allow you to have the investment experience that you are looking for.
The Fund Evaluation Process
Deciding Between Mutual Funds and ETFs
What to do with a Bad Fund
Tuesday, May 25th at 2:00 PM ET
Taxes are a fact of life. But by understanding how investment taxes work, you have the ability to manage your tax burden - both from a year to year and strategic perspective.
Tax Lot Accounting and Capital Gains Taxes
Tax Loss Harvesting
Roth Conversions
Tuesday, June 1st at 2:00 PM ET
Asset location is key to making your portfolio as tax efficient as possible. You'll learn how to structure your portfolio to improve your after tax returns.
Asset Location Basics
Understanding the Foreign Tax Credit
How to Assemble the Jigsaw Puzzle
Tuesday, June 8th at 2:00 PM ET
Rebalancing is one of the most basic parts of the investment process. But you need to pick the right approach for you, and make sure that you make the most of your rebalancing.
The Different Approaches to Rebalancing
Deciding How Often to Rebalance
How to Effectively Rebalance
Tuesday, June 15th at 2:00 PM ET
You're going to be living with your portfolio for a long time. The challenges that your portfolio faces will change over that period. Understanding how to deal with these changing needs is what will determine if your portfolio is able to help you have the retirement that you want.
Distribution Strategies
Incorporating Bond Ladders and Reliable Income
Dealing with a Changing Investment Environment
At the Academy, you'll receive:
Monthly new workshops with a dedicated Q&A session on that topic
Access to our book club
Financial planning office hour meet ups to discuss your specific concerns
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.
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.
Step 1. You will receive an email invoice, and a confirmation email with a link to log in for video recordings (after the lesson dates have passed).
Step 2. Attend the lessons live through GoToWebinar (Tuesdays), or catch the recordings after the fact.
Step 3. Attend the Q&A sessions live through GoToWebinar (Fridays), or catch the recordings after the fact.
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, as a Retirement Researcher Academy member, you will keep your annual membership price of $395, 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 purchasing the Academy membership or the Course.
If you decide to enroll into the Academy, you will be given a 7 day free trial. Your initial sign up fee of $1495 will be charged at the end of that 7 day trial. You may cancel free of charge anytime prior to the end of your 7 day trial by emailing your request to community@retirementresearcher.com.
Sadly, since Retirement Researcher is an RIA, our offers are only available for purchase by individuals in the United States.
