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Wade D. Pfau, PhD, CFA, RICP(R) is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management. He also serves as a Research Fellow with the LIMRA Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional(R) (RICP(R)) designation program. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He is a contributor to Forbes, Advisor Perspectives, and an Expert Panelist for the Wall Street Journal. Wade is the author of four books in the Retirement Researcher Guide Series.
I also believe that individuals near retirement (or in the early stage of retirement) who are willing to put in the effort should use this guide. ELLIOTT RAPHAELSON, Chicago Tribune column (December 5, 2021) Although the sheer amount of granular detail the author brings to the subject can seem daunting, the clarity of his explanations will smoothly carry even financially illiterate readers along. A readable and invaluably thorough resource for understanding retirement finances. KIRKUS REVIEWS Anything Professor Pfau writes is worth reading and the Retirement Planning Guidebook stands near the top of the list. Founded on solid academics and knowledgeable real-world practicalities, as the preface says ""the book is designed to help readers navigate the key decisions needed for a successful retirement experience."" It delivers! This is a book that does not belong on a shelf but in the hands to be read by anyone serious about planning for their successful retirement. HAROLD EVENSKY, Founder, Evensky & Katz and retired Professor of Practice, Texas Tech University I spend my days considering ways to convince more Americans of the urgent need to start planning for retirement, and to include protection against the risks many overlook like outliving their money or market downturns at just the wrong time. With Retirement Planning Guidebook, my friend Dr. Wade Pfau has laid out a thorough process with suggested action steps to put the right plan in place to meet each person's specific needs to live the life they want in retirement. That includes protecting your savings, covering your basic needs, funding your desired lifestyle, but also finding happiness and purpose; all within a well-researched and thoughtful framework. In addition to reviewing and expanding the breadth of my own retirement planning after reading the book, I shared it with my adult children in the hope that they will listen to the straightforward advice of an expert like Wade, because someday I may depend on them for my financial (and mental) well-being! JEAN STATLER, CEO, Alliance for Lifetime Income
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