In this episode of the Retirement Education Hour, Kirk and Dr. Paul explain how fear and uncertainty keep many people from spending what they should throughout their retirement years--and instead, they work longer than they need to, they spend less than they should and the allow short term events and politics drive their retirement decisions.
Why not ask for help when you need it? In this episode of the Retirement Education Hour, Kirk and Dr. Paul dig deep and explore why some people don't do what they know they need to do when they need to do it.
In this episode of the Retirement Education Hour, Kirk and Dr. Paul contrast investment strategies while you're working versus those when you're in or approaching retirement. Once you retire and start pulling out money to live on, it's not what you invest in—it's taking the right income at the right time.
Kirk and Financial Instructor Michael Masserant explain the "if", "when" and "how" mapping out your Roth conversions will deliver the results you want in retirement.
In this episode of the Retirement Education Hour, Kirk and Financial Instructor Michael Masserant explain how proper education and planning can eliminate much of the worry that retirees face.
Financial Instructors Kirk Cassidy and Dr. Paul Metler give strategies to help prevent abuse for yourself, your spouse and your family.
Financial Instructors Kirk Cassidy and Michael Masserant ask the question, "Do you already have what you need to give you what you want in retirement?"
Kirk and Dr. Paul explain why it's essential to set up pivot accounts that can be turned on throughout unexpected market events.
Kirk and Dr. Paul explain how to prepare for recessions throughout your retirement years without fear or worry.
Kirk and Financial Instructor Michael Masserant explain why the retirement industry often tries too hard to push their clients into "one size fits all" types of financial plans.
"Is it too early to starting thinking about retirement, or am I too late?" In this episode of the Retirement Education Hour, Kirk and Paul explain why right now is the time you have to plan.
Kirk and Paul discuss ways to manage emotions and bahave rationally during times of market turmoil.
Kirk is joined by Financial Analyst Michael Masserant for a discussion on the state of the economy.
Kirk and Paul discuss what makes a real retirement plan, and it isn't a "probability of success" chart. Listen to see what goes into a real, comprehensive custom retirement plan.
Kirk and Financial Analyst Michael Masserant discuss the psychological hurdles that often accompany retirement planning and investing, and how proper planning can help to mitigate woes.
Kirk and Paul discuss the financial service industry's over-reliance on one-size-fits-all solutions, when each individual needs a custom solution to fit their unique needs.
Kirk is joined by Financial Analyst Michael Masserant to discuss the ever-evolving variety of tools and investments available to build your retirement.
Kirk and Paul give a brief overview of what to expect in their 7-hour live classes.
Kirk and Paul explain how your evolving relationship with money in retirement can cause an emotional response.
Kirk and Paul dive into many myths, misconceptions, and half-truths that are prevelant and share ways to avoid them.
Kirk and Paul share the difficulties that come along with Do-It-Yourself investing.
Kirk and Paul share the 6 biggest mistakes most people make going into retirement.
Kirk and Paul explain how a low interest rate environment perpetuates a "War" against seniors and savers.
Kirk and Paul explain why taxes are such a significant factor in your retirement, and strategies for reducing the impact.
Kirk and Paul discuss some of the steps you can take to ensure the advisors you work with are doing what's in your best interest, not theirs.
Kirk and Paul discuss the important decision to take a pension or opt for a lump sum, and share what they think are the most important factors to consider when making the choice.
Kirk and Paul discuss setting realistic expectations for your retirement, and what to do when expectations aren't met.
Kirk is joined by Financial Analyst Michael Masserant to discuss how you can take measures to lessen the impact of inflation on your retirement plan.
Kirk and Paul discuss the challenges of investing conservatively in a low interest rate environment.
Kirk and Paul discuss what drives success and performance when you are in retirement.
