<p>In this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler discuss what you need to be thinking about BEFORE you begin planning for retirement. Questions you should ask include: What are your goals? What's your vision? What's your timeline? What are your resources? And what risks should you be planning for?</p>

In this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler discuss what you need to be thinking about BEFORE you begin planning for retirement. Questions you should ask include: What are your goals? What's your vision? What's your timeline? What are your resources? And what risks should you be planning for?

Ep. 196 - Pre-Planning Checklist

Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry.

Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity.

Education

Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry. Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity.

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Ep. 196 - Pre-Planning Checklist

Ep. 196 - Pre-Planning Checklist

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