Retirement Education Hour

Retirement Education Foundation
  • 4.7 (10)
  • EDUCATION
  • UPDATED SEMIWEEKLY
Retirement Education Hour

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.

  1. NOV 22

    Ep. 215 - Filter the Noise

    Do you feel like everything is just a little louder than normal? If you're getting ready to retire, you'd probably say, "Absolutely." There's a lot of information on all things retirement, and sometimes it can be overwhelming. On this episode of the Retirement Education Hour, Kirk and Dr. Paul explain how to filter out all of this noise.

    41 min

  2. NOV 6

    Ep. 214 - Fear and Anxiety in Retirement

    People experience significant stress as they approach the end of their working years. It's a huge change to transition from working to retirement, but we don't want to allow fear and anxiety to have a front seat in your retirement plan. In this episode of the Retirement Education Hour, Kirk and Dr. Paul show how to keep those negative feelings at bay.

    42 min

  3. OCT 25

    Ep. 213 - Take Back your Retirement

    In this episode of the Retirement Education Hour, Kirk and Dr. Paul talk about investing in your future, and they discuss options to get in control. They explain the importance of getting the right type of education so you can be empowered to find the right people to help you.

    41 min

  4. SEP 30

    Bonus video episode: Ep. 212 - How to Manage a Recession in Retirement

    In this episode of the Retirement Education Hour, Kirk and Dr. Paul discuss the economy and what could happen if there's a recession. Markets go up and down—and sometimes, they REALLY go down. If someone is getting close to retirement, or if they're in retirement, what should they be thinking about, and how do they even begin to plan for something like this?

    49 min

  5. SEP 26

    Ep. 212 - How to Manage a Recession in Retirement

    In this episode of the Retirement Education Hour, Kirk and Dr. Paul discuss the economy and what could happen if there's a recession. Markets go up and down—and sometimes, they REALLY go down. If someone is getting close to retirement, or if they're in retirement, what should they be thinking about, and how do they even begin to plan for something like this?

    40 min

  6. SEP 10

    Bonus video episode: Ep. 211 - Real Risk Versus Perceived Risk in Retirement

    Bonus! Testing out a new video format for the Retirement Education Hour. In the latest episode of the Retirement Education Hour, Kirk and guest instructor Michael explain that there are real risks in retirement we have to acknowledge, but there are also perceived risks. It's a blurred line. There are a lot of risks that are real, but often used to manipulate people into making poor decisions, such as hiring the wrong advisor or buying the wrong products—doing things that don't produce the best outcomes.

    49 min

  7. AUG 30

    Ep. 211 - Real Risk Versus Perceived Risk in Retirement

    In the latest episode of the Retirement Education Hour, Kirk and guest instructor Michael explain that there are real risks in retirement we have to acknowledge, but there are also perceived risks. It's a blurred line. There are a lot of risks that are real, but often used to manipulate people into making poor decisions, such as hiring the wrong advisor or buying the wrong products—doing things that don't produce the best outcomes.

    42 min

  8. AUG 16

    Ep. 210 - Ignorance Isn't Bliss

    Ignorance isn't bliss, especially when it comes to retirement planning. You don't know what you don't know. As a follow up to an episode we released in September of 2023, Kirk and Dr. Paul stress the importance of having both spouses involved in the retirement planning process. Sometimes, one spouse isn't interested in being involved. It's the responsibility of the other spouse. But what happens if that other spouse passes away first. Now what do they do?

    41 min
See All (92)

Ratings & Reviews

4.7
out of 5
10 Ratings

About

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.

Information

  • Creator
    Retirement Education Foundation
  • Years Active
    2020 - 2024
  • Episodes
    92
  • Rating
    Clean
  • Copyright
    © Retirement Education Foundation
  • Show Website
    Retirement Education Hour

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