37 episodes

Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry.



This material is provided courtesy of Retirement Education Foundation and contains general information to help you understand basic financial and retirement planning strategies.

Throughout the presentation, we may generally discuss different financial vehicles; however, nothing  we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.

Our goal with this presentation is to expose you to ideas and financial vehicles that may help you work towards your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals.  All investments are subject to risk including the potential loss of principal.

This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Retirement Education Foundation and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Advisory services offered through Strategic Investment Advisors. An SEC Registered Investment Advisory Firm.

Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.

Retirement Education Hour Retirement Education Foundation

    • Education
    • 5.0 • 2 Ratings

Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry.



This material is provided courtesy of Retirement Education Foundation and contains general information to help you understand basic financial and retirement planning strategies.

Throughout the presentation, we may generally discuss different financial vehicles; however, nothing  we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.

Our goal with this presentation is to expose you to ideas and financial vehicles that may help you work towards your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals.  All investments are subject to risk including the potential loss of principal.

This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Retirement Education Foundation and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Advisory services offered through Strategic Investment Advisors. An SEC Registered Investment Advisory Firm.

Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.

    Your Investment Toolbox

    Your Investment Toolbox

    Kirk is joined by Financial Analyst Michael Masserant to discuss the ever-evolving variety of tools and investments available to build your retirement.

    • 47 min
    The Retirement Education Crash Course

    The Retirement Education Crash Course

    Kirk and Paul give a brief overview of what to expect in their 7-hour live classes.

    • 47 min
    Managing Your Emotions

    Managing Your Emotions

    Kirk and Paul explain how your evolving relationship with money in retirement can cause an emotional response.

    • 47 min
    "They Say"

    "They Say"

    Kirk and Paul dive into many myths, misconceptions, and half-truths that are prevelant and share ways to avoid them.

    • 47 min
    DIY Investing

    DIY Investing

    Kirk and Paul share the difficulties that come along with Do-It-Yourself investing.

    • 47 min
    The 6 Biggest Mistakes In Retirement

    The 6 Biggest Mistakes In Retirement

    Kirk and Paul share the 6 biggest mistakes most people make going into retirement.

    • 47 min

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