Retirement Education Hour - podcast cover

Retirement Education Hour

Retirement Education Foundation•retirementplanningedu.com
Education
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.
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Episodes

Ep. 137 - Myths and Misconceptions in Retirement

The amount of information available to do-it-yourself retirees is staggering, and with no guide it can be hard to decipher the truth from the myths and misconceptions most commonly seen. Kirk and Paul take a look at some of the most prevalent examples of retirement myths.

May 03, 2021•48 min

Ep. 136 - K.I.S.S.

Kirk is joined by Financial Analyst Michael Masserant to discuss the pros and cons of "K.I.S.S." (Keep It Simple, Stupid) retirement planning.

Apr 19, 2021•48 min

Ep. 135 - Preventing Elder Abuse

The most vulnerable members of our society are being targeted by scammers. Kirk and Paul discuss financial elder abuse and give you tips to avoid falling prey to a financial trap.

Apr 05, 2021•48 min

Ep. 133 - The 60/40 Rule

Are "Rules of Thumb" doing you more harm than good in retirement? Kirk and Paul discuss the need for custom plans for a modern retirement.

Mar 08, 2021•48 min

Ep. 130 - Sequence of Return Risk

Kirk is joined by financial analyst Michael Masserant to discuss the number 1 risk for your retirement: Sequence of Return Risk.

Jan 25, 2021•48 min

Ep. 128 - The Psychology of Retirement Planning

Are you actually prepared to plan your retirement, or do you only think you are? Kirk and Paul discuss what can go wrong when you overestimate your understanding of the many mechanisms at play in a retirement plan.

Dec 28, 2020•48 min

Ep. 126 - Risk

Kirk is joined by financial analyst Michael Masserant for a discussion on risk, including ways the financial services industry tries to downplay certain risks.

Nov 30, 2020•48 min

Ep. 124 - The 4% Rule

Kirk is joined by Financial Analyst Michael Masserant to discuss the shortcomings of what was once an industry standard rule of thumb, the 4% rule, and the problems it presents in modern investment portfolios.

Nov 02, 2020•48 min

Ep. 123 - Avoiding Mistakes in Retirement

What common mistakes are being made when planning for retirement? Kirk and Paul share some of the biggest missteps that can lead to you outliving your money.

Oct 19, 2020•48 min

Ep. 121 - Unexpected Retirement

With Ford and other companies hitting workers with layoffs, forcing many boomers out of the workforce, Kirk and Paul address methods of dealing with an unexpected early retirement.

Sep 21, 2020•48 min

Ep. 119 - Market Valuation

What is market valuation, and how can it affect your retirement? Kirk and Paul discuss this important factor that can have an impact on when you are able to retire.

Aug 27, 2020•48 min

Ep. 118 - Behavioral Finance

This episode's topic is about behavioral finance. Many people may not realize that psychology and financial health go hand in hand. Kirk and Paul discuss the different behaviors we all have and how they can impact our retirement.

Aug 10, 2020•48 min

Ep. 116 - The Bear Market

We saw the market go from a Bull Market to a Bear Market in a short order. Can we still be successful if the Bull is no longer raging on Wall Street? Kirk and Paul discuss what really drives performance and it may not be what you think.

Jul 13, 2020•48 min

Ep. 115 - Bonds

In this episode Kirk and Paul will be focusing on bonds; what they are, how they're priced, and what you need to know about them.

Jun 29, 2020•48 min
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