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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.... more
FAQs about Retirement Education Hour:How many episodes does Retirement Education Hour have?The podcast currently has 132 episodes available.
September 29, 2023Ep. 189 - Ignorance is Bliss (but not when it comes to your retirement)In this episode, Lead Instructor Kirk Cassidy, and guest Instructor Michael Masserant mix things up and talk about retirement in a way that most people are not used to hearing. For example, after a 10-year bull run, many people are overconfident about their financial literacy. Just because you've done a great job saving, it doesn't mean your necessarily prepared for retirement....more48minPlay
September 15, 2023Ep. 188 - Exciting News!In this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler announce big news from the Retirement Education Foundation....more48minPlay
September 01, 2023Ep. 187 - What a True Retirement Plan Should HaveIn this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler explain some of the most important things every successful retirement plan needs to have. If you don't have these things, it's probably time for a second opinion....more48minPlay
August 18, 2023Ep. 186 - Questions that Need to be Asked in RetirementIn this episode, Kirk Cassidy and guest host Michael Masserant cover the essential questions that your advisor should be asking YOU. If they're not asking these questions, you might have a red flag....more48minPlay
August 04, 2023Ep. 185 - Avoiding the Biggest Retirement MistakesIn this episode of the Retirement Education Hour, Kirk and Dr. Paul explain that the number one mistake people make is underestimating the income they'll need in retirement, or underestimating the amount of income they can generate from what they've saved....more48minPlay
July 21, 2023Ep. 184 - Tax PlanningIn this episode of the Retirement Education Hour, Kirk and Dr. Paul explain how advanced tax planning will allow you to build what might be the most important lever that you can pull for a successful retirement....more48minPlay
July 14, 2023Ep. 183 - Women in Retirement, and Why it Matters to Men Too!In the latest episode of the Retirement Education Hour, Kirk and Dr. Paul address disturbing statistics around women and retirement--where we often see men who manage a household's financial aspects, and they leave their wives in a vulnerable position if they pass away first....more48minPlay
June 23, 2023Ep. 182 - Are we in a Recession?Major market events occur every four to seven years. In this episode of the Retirement Education Hour, Kirk and Dr. Paul discuss whether or not we're officially in a recession. And they answer three key questions:1. Are you prepared for the next major market event?2. How should you behave the next time a major market event happens?3. How do people actually behave when one occurs?...more48minPlay
June 01, 2023Ep. 181 - What you Don't Know can Hurt youThe financial services industry is not giving you all of the answers to maximize and be able to enjoy the best quality in retirement. Because no one is educating you on how to maximize your income, how to pay as little in taxes as possible and how to manage your behaviors during volatile times....more8minPlay
May 26, 2023Ep. 180 - Big Risk: Underspending in RetirementIn this episode of the Retirement Education Hour, Kirk and Dr. Paul explain how fear and uncertainty keep many people from spending what they should throughout their retirement years--and instead, they work longer than they need to, they spend less than they should and the allow short term events and politics drive their retirement decisions....more48minPlay
FAQs about Retirement Education Hour:How many episodes does Retirement Education Hour have?The podcast currently has 132 episodes available.