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Most retirement plans focus on returns—but the real threats come from blind spots. In this episode, we break down the four major risks that can derail retirement if left unaddressed:
Market risk – How early losses and withdrawals can devastate even strong portfolios.
Long-term care risk – The financial and emotional impact of unexpected care needs.
Spousal risk – Why taxes often go up when a spouse passes away.
Financial elder abuse – The growing threat few retirees see coming.
Learn how integrated planning—not products—can help protect against all four.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered tax, legal or investment advice. Kirk Cassidy and Dr. Paul Metler are financial advisor, but Retirement Education Foundation does not offer financial services.
By Retirement Education Foundation4.4
1212 ratings
Most retirement plans focus on returns—but the real threats come from blind spots. In this episode, we break down the four major risks that can derail retirement if left unaddressed:
Market risk – How early losses and withdrawals can devastate even strong portfolios.
Long-term care risk – The financial and emotional impact of unexpected care needs.
Spousal risk – Why taxes often go up when a spouse passes away.
Financial elder abuse – The growing threat few retirees see coming.
Learn how integrated planning—not products—can help protect against all four.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered tax, legal or investment advice. Kirk Cassidy and Dr. Paul Metler are financial advisor, but Retirement Education Foundation does not offer financial services.

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