Retirement Education Hour Retirement Education Foundation
-
- Education
-
Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry.
All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Strategic Investment Advisors, LLC, an SEC Registered Investment Advisory Firm. (Registration does not imply a certain level of skill or training.) Insurance products and services are offered through Senior Planning Advisors. Strategic Investment Advisors, LLC. and Senior Planning Advisors are affiliated companies.
-
Ep. 202 - Our Economy
In this episode of the Retirement Education Hour, financial instructors Kirk and Dr. Paul answer the following questions about our economy:
What do we need to know about the economy?
What state is it in?
How could it affect someone retiring today, or a year from now?
How do we plan accordingly when it comes to where the economy is sitting? -
Ep. 201 - Retirement Planning Mistakes
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.
-
Ep. 200 - Control
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.
-
Ep. 199 - Risk
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. -
Ep. 198 - The Psychology of Retirement
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.
-
Ep. 197 - Elder Abuse
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.