Who We Are
- The Retirement Finance Institute is a unit within The Sisu Advantage
- The Sisu Advantage is an IRS 501(c)3 non-profit educational organization (ID:81-2415611). Our vision is a world that is increasingly data-informed, whether applied to personal choices, organizational strategy, or public policy.
- , is a retired business school dean and emeritus professor of finance
What We Do
- The Institute is dedicated to helping individuals and families “own their retirement”
- As owner, you are responsible for retirement assessments, choices, and monitoring
- We offer resources for those intent on "Do-It-Yourself" (DIY) retirement planners, as well as guidance for those preferring to "outsource” planning or implementation
When We Started
- Jerry became interested in retirement finance at age 29, early in his academic career. He shared an office with an 80-something tenured professor who taught the subject -- and with the cot on which he took naps between classes. That professor seemed desperate to leverage tenure and keep his salary, students be damned. Jerry committed then to planning for life after university, a life of “rewirement”.
Where We Excel
- Jerry holds a doctorate from Ohio State with a focus on public finance, and a post- doctorate in statistical computing from Stanford. He retired in 2018 from USC, where he taught machine learning. He also worked in a startup during the early days of Silicon Valley and held a management position at a Fortune 500 firm.
- We offer a data-informed, pragmatic approach to thinking through your retirement.
Why You Might Care
- You may have had several restarts in the workforce; there are no do-overs in retirement.
- Most financial advisors specialize in accumulation of assets; retirement is just the opposite, decumulation, and that requires a "rewirement" of your mindset.
- Retirement advisors often are expensive, even while applying a one-size-fits-all approach.
- Strategic steps to successful retirement need not be mysterious; you can learn how to do it.
How You Can Benefit
- Use the extensive material we provide to better plan and execute your retirement.
- Take advantage of the special offers we make available in our "Resources" section.