Retirement Education Hour

Nov 06 2024 91 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.

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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?

Bonus video episode: Ep. 211 - Real Risk Versus Perceived Risk in Retirement

Sep 10 2024 48 mins

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

Ep. 211 - Real Risk Versus Perceived Risk in Retirement

Aug 30 2024 42 mins

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 prod

Ep. 210 - Ignorance Isn't Bliss

Aug 16 2024 41 mins

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

Ep. 209 - How Do I Know if I've Saved Enough?

Aug 02 2024 42 mins

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

Ep. 208 - How to Tune out the Noise

Jul 19 2024 42 mins

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

Bonus: The Rundown - Behavioral Finance

Jul 15 2024 20 mins

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