Retirement Education Hour
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.
Episodes
Most retirement plans focus on returns—but the real threats come from blind spots. In this episode, we break down the four major risks that can derail retirement if left unaddressed:
Market risk – How early losses and withdrawals can devastate even strong portfolios.
Long-term care risk – The financial and emotional impact of unexpected care needs.
Spousal risk – Why taxes often go up when a spouse passes away.
Financial elder abus...
In this episode of the Retirement Education Hour, Kirk and Dr. Paul dig further into the recently passed One Big Beautiful Bill, which affects retirement age individuals to a greater degree. They focus specifically to taxes and how the OBBB will impact what you have to pay to the Federal government.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retirement Edu...
In this episode of the Retirement Education Hour, Kirk and Dr. Paul explain that most of the people consuming our content and attending our courses are men. And this is a problem. But as Gen X approaches retirement age, we know that women are going to be more engaged in the planning process.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retirement Education F...
Recorded right after the One Big Beautiful Bill was signed into law, Financial Instructors Kirk and Michael explain that the only thing constant is change. Once again, we are seeing changes in the one thing that could affect you most in retirement. And that is taxes.
After a decade of record-setting gains, many 50-somethings felt untouchable—until the market’s recent whiplash erased that comfort overnight. In this episode of the Retirement Education Hour, Financial Instructors Kirk and Michael pull back the curtain on what really happened, how overconfidence crept in, and the mindset shift every near-retiree needs before the next swing hits.
Register for one of our almost Master's level advanced...
In this episode of the Retirement Education Hour, Kirk and Dr. Paul address why it's so hard for people (especially men!) to raise their hands and say, "I need help!"
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This info...
It is vital that we understand where to get true control in retirement. In this episode of the Retirement Education Hour, Financial Instructors Kirk and Michael describe the disconnect between the things that people believe are driving control versus what ACTUALLY produces the outcome we all want—Freedom.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retireme...
In this episode of the Retirement Education Hour, Kirk and Dr. Paul explain that most of the people consuming our content and attending our courses are men. And this is a problem. But as Gen X approaches retirement age, we know that women are going to be more engaged in the planning process.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retirement Education F...
After a decade of record-setting gains, many 50-somethings felt untouchable—until the market’s recent whiplash erased that comfort overnight. In this episode of the Retirement Education Hour, Financial Instructors Kirk and Michael pull back the curtain on what really happened, how overconfidence crept in, and the mindset shift every near-retiree needs before the next swing hits.
Register for one of our almost Master's level adva...
"I want an A+ retirement, not just a passing grade. What are the steps I need to take to get there?" In this episode of the Retirement Education Hour, Kirk and Financial Instructor Michael explain that retirement shouldn't be graded like a pass/fail college course. People judge if they've had a successful retirement based on whether or not they outlive their money. But that's not the appropriate way to approac...
Market volatility is on everyone's mind right now. In this episode of the Retirement Education Hour, Kirk and Michael address this question you may be asking: "How do I make the right moves given all the emotion I'm feeling right now?"Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/Retirement Education Foundation is a Fiscally Sponsored Progr...
Market volatility is on everyone's mind right now. In this episode of the Retirement Education Hour, Kirk and Michael address this question you may be asking: "How do I make the right moves given all the emotion I'm feeling right now?"
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retirement Education Foundation is a Fiscally Sponsored Progr...
In this episode of the Retirement Education Hour, Kirk and Dr. Paul answer the question, "How do we begin to manage this idea of market volatility?" They explain that, on average since 1980, we have had intra-year drawdowns of 13 to 14%. And this year, we haven't even gotten to this average drawdown—yet people are still panicking.
Register for one of our almost Master's level advanced retirement courses: https://re...
There are questions that you and your advisor should be asking when you talk. On this episode of the Retirement Education Hour, Kirk and Dr. Paul focus on the questions that the advisor should be asking you. And if they're not asking the right questions, this might be a red flag that may be a reason to search for a different team. The types of questions an advisor asks says a lot about who they are and what they do.
Register for...
There's an idea out there that we will each get to choose our retirement date. But that's not always the case. In this episode of the Retirement Education Hour, Kirk and Dr. Paul recognize that only 40 percent of people get to pick when they retire. What about the other 60 percent?
There's an idea out there that we will each get to choose our retirement date. But that's not always the case. In this episode of the Retirement Education Hour, Kirk and Dr. Paul recognize that only 40 percent of people get to pick when they retire. What about the other 60 percent?
As we enter into 2025, now is a good time to look back to last year and explore some of the lessons we learned in 2024. In this episode of the Retirement Education Hour, Kirk and Michael point out that we don't always get to choose when we retire. In fact, over two-thirds of people are forced to retire earlier than they originally planned.
As we enter into 2025, now is a good time to look back to last year and explore some of the lessons we learned in 2024. In this episode of the Retirement Education Hour, Kirk and Michael point out that we don't always get to choose when we retire. In fact, over two-thirds of people are forced to retire earlier than they originally planned.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/ Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.
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