If you haven’t heard, geek is the new chic in retirement planning. We are self professed retirement geeks and we like it that way!
- We love the math and science of retirement and use it as a basis for everything we do.
- Like other geeks, we’re also technology savvy and tuned in to the cutting edge tools of our trade. Our analysis and strategies are powered by sophisticated and specialized retirement planning software that allows us to make data-driven decisions (vs. best guesses or gut feel).
- We’re obsessed with research and educating ourselves and our clients and demystifying retirement for you.
- And yes, we’re bookworms…we read everything about retirement and enjoy challenging the extreme biases we often hear in the industry.
- We battle big marketing machines that make some overstated claims which just confuse people even more.
- And, we’re a lot like the characters on the show, The Big Bang Theory…definitely geeky, but friendly, passionate and fun to work with.
- Even our dog Nala is a geek!
Here’s a list of some of the industry academics, researchers and economists we base on our content and advice on:
Moshe Milevsky, PhD, Professor of finance at York University a leading authority on the intersection of wealth management, financial mathematics and insurance
Michael Finke, PhD, Chief Academic Officer at The American College of Financial Services
David Blanchett, PhD, CFA, CFP, Head or retirement research at Morningstar and thought leader in the fields of wealth management and retirement
Jack Guttentag, PhD, Professor emeritus of finance at the University of Pennsylvania and Consumer advocate
Wade Pfau, PhD, Professor of Retirement Income in the PhD in Financial and Retirement Planning program at The American College of Financial Services
Larry Kotlikoff, PhD, Professor of Economics at Boston University
Michael Kitces, CFP, CLU, ChFC, RHU, REBC & CASL, Financial planner, commentator, speaker, blogger, and educator.
“Our ultimate goal is to empower you with objectivity and knowledge. We then patiently work with you to build and implement an impervious retirement plan with strategies designed just for you.”
-Brian Saranovitz, Retirement Geek & Your Retirement Advisor co-founder
Many of our students and prospects who become clients are shocked to find out “what they didn’t know about what they didn’t know” about retirement planning and the necessary steps to take toward a better retirement outcome…simply because they haven’t had the right team guiding the way.
As a fiduciary serving your best interests, we search, analyze, test and implement strategies that will allow you to grow, protect and distribute your nest egg in the most sustainable manner possible.
You’ll most often find us staring out from behind a black pair of glasses pouring over the latest retirement research…
or sharing this research in a planning session with someone like you.
And just because we’re building a better retirement plan for you, doesn’t mean you’re headed for a rocking chair. The right plan means that you can jump off the office chair, stop working like a dog and live a work-optional lifestyle. We call this finding your financial freedom date.
We’re committed to helping you know enough, get enough, keep enough and have enough of the stuff that’s important to you…now and in the future. We’re ready to build a mathematically sound and research-backed retirement plan for you. Geek’s promise.
Life is Good. Retirement is Better. Start Planning Your Dream.
We Know Retirement
Retirement Happens…
Start Your Plan Today
Yes, I want to access the online Am I Ready? retirement kit.
Our online retirement readiness kit provides: how to guides, videos and retirement calculators. We’re here if you have any questions or would like any number of assessments.
