Retirement Education Hour

Feb 04 2025 96 ep. 45 mins 18
Retirement Education Hour Podcast artwork

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.

  Education
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Ep. 219 - The Psychology of Retirement, Part 2

Feb 04 2025 41 mins  

Bonus video episode: Ep. 218 - Lessons Learned in 2024

Jan 23 2025 49 mins  
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.

Ep. 218 - Lessons Learned in 2024

Jan 10 2025 42 mins  
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.

Ep. 217 - The Psychology of Retirement, Part 1

Dec 23 2024 41 mins  
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.

Ep. 216 - What are the Experts Saying?

Dec 11 2024 43 mins  
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?

Ep. 215 - Filter the Noise

Nov 22 2024 41 mins  
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.

Ep. 214 - Fear and Anxiety in Retirement

Nov 06 2024 41 mins  
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.

Ep. 213 - Take Back your Retirement

Oct 25 2024 40 mins  
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.

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

Sep 30 2024 49 mins  
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?

Ep. 212 - How to Manage a Recession in Retirement

Sep 26 2024 39 mins  
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?