People often think, "If I make a mistake, there's always a chance to go back and fix it." But when it comes to retirement planning, it may be too late to fix these mistakes. In this episode of the Retirement Education Hour, Kirk and Dr. Paul highlight which mistakes to avoid and how to fix mistakes you've already made, before it's too late.

In this episode of the Retirement Education Hour, Financial Instructors Kirk Cassidy and Michael Masserant stress that there are ways to gain control, but there are also mistakes we can make on our road to retirement.

In the episode of the Retirement Education Hour, Kirk and Dr. Paul define what it means to be a conservative investor, moderate-conservative investor, moderate investor, moderate-aggressive investor, and an aggressive investor.

People don't really understand what the risk label they've given themselves really means in terms of how much your portfolio could lose--and whether you need less risk, or more risk, to accomplish your goals.

In this episode of The Retirement Education Hour, Dr. Paul Metler, Psy.D. joins Kirk to share his insights on behavior and psychology and how they impact a person's sense of success and happiness throughout their retirement.

In this episode of the Retirement Education Hour, Kirk and Dr. Paul explain that so many people say, "It's not going to happen to me." But be careful! The data tells us that elder abuse is happening at an alarming rate - and it's a massive issue that's hitting people in their 50s, 60s and 70s.

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?

In the latest episode of the Retirement Education Hour, financial instructors Kirk Cassidy and Michael Masserant explore both "forced" and "unforced" errors as it applies to planning for retirement.

In the final episode of the year, Kirk and Dr. Paul discuss lessons we learned in 2023, and how to apply this knowledge to better help us going into 2024.

In this latest episode, Kirk and guest instructor Michael Masserant draw a distinction between the two types of financial advisors that exist today. And they share how you should know if you're working with the most appropriate advisor for the next phase of your life.

On this episode of the Retirement Education Hour, Kirk and Dr. Paul provide an overview of what you can expect when you attend one of our full 8-hour retirement courses.