In RRU, you'll find all the educational resources you need to create a rewarding retirement.

• Retirement Master Class Our flagship educational offering, this course will teach you how to implement our agile planning approach and create your own retirement plan of record.

  Take all the incredible ideas you have for your retirement out of your head and transform them into an actionable, financially sound plan that will have you over-the-moon excited about the next chapter of your life.

• Resource Center The central hub for decision trees, checklists, charts and other written resources covering topics from business planning to taxes and Social Security. Over 90 educational documents are available at your fingertips.

• Decision Pods These mini-courses are designed to help you think through some of the major decisions of retirement in an organized way.

RRC membership includes access to software tools, checklists, and other online resources valued at over $2,800/year.

MoneyGuideElite℠ is an interactive planning solution from the makers of MoneyGuidePro® that enables you to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. Access to this advisor-only software is generally unavailable to retail customers.

YNAB is an award-winning budgeting app that empowers you to spend on the things that are important to you. It's a game-changer for managing your finances, and it’s customized with our very own RRC templates.

Guided Agile Retirement Management walks you through time-sensitive items you'll want to address each quarter as you plan to rock your retirement. Our proprietary Agile Retirement Management process not only helps you create a plan but shows you how to adjust it as your life unfolds. This isn't just retirement planning; it's retirement doing.

Retirement Income Style Awareness Survey (RISA) helps you discover the retirement income strategy that best resonates with your personality and priorities, using the assessment tool developed by industry leader Dr. Wade Pfau of Retirement Researcher.

Everplans® legacy planning software gives RRC members peace of mind that everything important in their life is organized once and for all. It provides guides, resources and a platform so you can create a plan that contains everything your loved ones will need if something happens to you.

Heroic goal-setting & personal development app provides specific, actionable steps to becoming the best version of yourself. RRC members receive lifetime access to the widely-praised app.

RRC Private Podcast covers you when you can't attend a live meetup or need an extra listen to digest a nugget of wisdom. Stream the meetup replay audio on your favorite podcast player.

Chat with the team in the clubhouse or watch for live and local meetups with Roger and the rest of the gang.

Roger Whitney, CFP® CIMA® CPWA® RMA® Club President

Tracy Austin Director & Community Activator

Nichole Mills Sergeant-at-Arms and Awesome Sidekick

Tanya Nichols, CFP® Adjunct Faculty

Andy Panko, CFP®, RICP®, EA Adjunct Faculty

Kevin Lyles, JD CRPC® CRC® Retirement Coach and Head of Education 

Mark Ross, RLA, MBA, CPLC, ACC The Kind Provocateur

Kevin Sebesta, MBA, CRPC™, FIRE RetireMentor

Bobby DuBois, M.D., PhD. Principal Energy Enthusiast

Our Annual RRC Roundup is the preeminent conference for retirees. Held over a weekend each fall, the Roundup features keynote speakers and small group discussions focused on retirement. It’s a great place to meet other members in person and share experiences while learning from RRC coaches and expert guests. Many a friendship has been made during the Roundup!

Local Meetups - We travel to different areas of the country a few times a year to offer area members a chance to gather for fellowship and topical discussion. Some of the places we’ve met: San Diego CA, Washington D.C., Dallas TX, Minneapolis MN, Columbus OH, Nashville TN, New Brunswick NJ, Denver CO, and at The Villages in Florida.

Online Meetups - We offer online meetups for our members throughout the year to teach or facilitate discussion around a wide range of topics pertinent to retirees and those with retirement on the horizon. Some recent meetups include discussions on taxes, solo retirement, budgeting, setting up your retirement paycheck, and life expectancy. Also, we have AMAs with Roger (ask him anything!) as well as regular, non-specific chats (where you can discuss whatever’s on your mind).

Not only does our annual RRC Roundup feature guest speakers, but we also have experts drop in from time to time for online meetups. Here are a few of them:

Taylor Schulte, CFP® Define Financial

Wade Pfau, PhD Retirement Researcher

Danielle K. Roberts Boomer Benefits

Joe Saul-Sehy The Stacking Benjamins podcast

Christine Benz Morningstar

Jim Saulnier & Chris Stein The Retirement & IRA Show

Veronica McCain Savvy Retirement Coach

Devin Carroll The Devin Carrol Show

Fritz Gilbert The Retirement Manifesto

We leverage Mighty Networks to provide an easy-to-navigate forum for discussion, event postings, courses, and more. Only Rock Retirement Club members have access to content posted in our Clubhouse. No ads, no selling, no trolls, no politics.