Retirement Education Hour

"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 w...

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 Found...

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 Fou...

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 c...

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 the...

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.

In this episode of the Retirement Education Hour, Kirk and Dr. Paul explain how you may be getting mislead by what the so-called "experts" are telling you. How do you even determine who the real experts are, and why do they give you the advice they give. Is it meant to help you, or is it self-serving?

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.

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.

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.

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?

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?

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,...

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 thing...

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...

After teaching one of the Retirement Education Foundation's advanced retirement courses, our financial instructors often hear feedback like, "Wow - I can actually retire!" Quite often people already have what they need to get the retirement they want. In this episode of the Retirement Education Hour, Kirk and Dr. Paul stress that the less you spend in retirement, the more the financi...

Successful retirement doesn't happen by chance. And everyone in the financial services industry claims to have all of the answers. There's a lot of chatter and buzzwords out there promising the best strategies for retirement. It's everywhere. In this episode of the Retirement Education Hour, Kirk and Dr. Paul answer the questions: Which voices should you be listening to? And who do you...

In addition to creating the Retirement Education Hour podcast, instructors from the Retirement Education Foundation also produce The Rundown , a educational video series featuring timely information for making informed decisions in and approaching retirement. In this clip, Kirk and Michael describe behavioral finance, which is a study of economics. They explain four types of biases that consumers...

Who are you getting advice from when planning for retirement? In this episode of the Retirement Education Hour, Kirk and Dr. Paul explain that not all advisors are created equal. You've got to choose the right one for your situation and your stage in life.

In this special edition of the Retirement Education Hour, Kirk and Dr. Paul answer questions about retirement planning from people like you! We've pulled questions from people who have attended our courses—questions you might have asked yourself.