Retirement Education Hour

There's a difference between information and knowledge. A lot of people have information, but most in the financial services industry who provide advice and services around retirement—well, they have a lot of information, and they love to share it—but few of them have the real knowledge to provide the help based around the information that they're sharing.

In this episode of the Retirement Education Hour, Kirk and Dr. Paul discuss the bad, the worst, and the ugly of actively managed mutual funds. So many people out there own them, but most don't really know what they are, or how they can put their retirements at risk.

In this episode of the Retirement Education Hour, Kirk and Dr. Paul lift the curtain behind perceptions the financial industry tries to create. Everyone is really saying the same things. How do you translate what they're saying and understand what they're actually doing? Here are some of the things they say—and the things they don't say—and the motivating factors behind what they'r...

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?

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.

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.

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 r...

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.

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.

In this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler discuss what you need to be thinking about BEFORE you begin planning for retirement. Questions you should ask include: What are your goals? What's your vision? What's your timeline? What are your resources? And what risks should you be planning for?

In the latest episode of the Retirement Education Hour, financial instructors Kirk Cassidy and Michael Masserant explore both "forced" and "unforced" errors as it applies to planning for retirement.

In the final episode of the year, Kirk and Dr. Paul discuss lessons we learned in 2023, and how to apply this knowledge to better help us going into 2024.

In this latest episode, Kirk and guest instructor Michael Masserant draw a distinction between the two types of financial advisors that exist today. And they share how you should know if you're working with the most appropriate advisor for the next phase of your life.

On this episode of the Retirement Education Hour, Kirk and Dr. Paul provide an overview of what you can expect when you attend one of our full 8-hour retirement courses.

On this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler reflect on things in life that are out of control. But there's good news! Today they highlight things you can control, especially as it relates to retiring successfully in this world of chaos.

Segment 3 of Episode 190 shows the interview questions you should ask a potential financial advisor--and how their responses will tell you if you've found the right fit.

In this episode of the Retirement Education Hour, Kirk and Dr. Paul want you to ask "Who is going to help you get to and through retirement? Who is going to be your financial Guru, your guide and your retirement planner?"

In this episode, Lead Instructor Kirk Cassidy, and guest Instructor Michael Masserant mix things up and talk about retirement in a way that most people are not used to hearing. For example, after a 10-year bull run, many people are overconfident about their financial literacy. Just because you've done a great job saving, it doesn't mean your necessarily prepared for retirement.

In this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler announce big news from the Retirement Education Foundation.

In this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler explain some of the most important things every successful retirement plan needs to have. If you don't have these things, it's probably time for a second opinion.

In this episode, Kirk Cassidy and guest host Michael Masserant cover the essential questions that your advisor should be asking YOU. If they're not asking these questions, you might have a red flag.

In this episode of the Retirement Education Hour, Kirk and Dr. Paul explain that the number one mistake people make is underestimating the income they'll need in retirement, or underestimating the amount of income they can generate from what they've saved.

In this episode of the Retirement Education Hour, Kirk and Dr. Paul explain how advanced tax planning will allow you to build what might be the most important lever that you can pull for a successful retirement.

In the latest episode of the Retirement Education Hour, Kirk and Dr. Paul address disturbing statistics around women and retirement--where we often see men who manage a household's financial aspects, and they leave their wives in a vulnerable position if they pass away first.

Major market events occur every four to seven years. In this episode of the Retirement Education Hour, Kirk and Dr. Paul discuss whether or not we're officially in a recession. And they answer three key questions: 1. Are you prepared for the next major market event? 2. How should you behave the next time a major market event happens? 3. How do people actually behave when one occurs?