Hi Jan,

We’ve been talking about this for the past few weeks, and I am thrilled to see so many of you receiving your copies!

If you’ve had a chance to start reading, I’d be incredibly grateful if you could leave a quick review on Amazon or wherever you purchased your book. Your feedback not only helps others find the guidebook, but it also lets me know what’s resonating most with you.

The 3rd Edition of the Retirement Planning Guidebook is now available at your preferred book retailer!

This isn’t just another retirement book. It’s the most comprehensive resource I’ve put together to date, covering the full range of planning decisions you’ll face as you prepare for retirement. This updated edition has been refined for clarity and structure, making it easier to read and better suited as a long-term resource.

It’s designed to help you tackle the big retirement questions: 

  • How do I turn my savings into a sustainable income stream? 
  • When should I claim Social Security? 
  • How do I plan for taxes, Medicare, long-term care, and estate needs? 
  • And how do all these pieces fit together into one cohesive strategy? 

If you’ve been following Retirement Researcher for a while, you know we believe retirement planning isn’t one-size-fits-all. Your goals, preferences, and comfort with different strategies all matter. That’s why this guidebook reflects a more personalized approach backed by years of academic research.

It’s built around the RISA® (Retirement Income Style Awareness) framework, which helps you align your retirement income strategy with how you naturally think about risk, income, and flexibility. This isn’t about prescribing a single “right way” to retire. It’s about helping you make informed choices based on what suits you best.

Thanks for being part of the Retirement Researcher community and for your continued curiosity, engagement, and thoughtful questions throughout this launch. I hope this book serves you well in the months and years ahead.  

 
Warmly,
Wade Pfau, PhD, CFA, RICP
Founder of Retirement Researcher

 

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