Retirement Education Hour
84 episodes - English - Latest episode: 4 days ago - ★★★★★ - 10 ratingsKirk 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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Episodes
Ep. 147 - DIY Investing
November 01, 2021 11:00 - 47 minutes - 65.7 MBKirk and Paul share the difficulties that come along with Do-It-Yourself investing.
Ep. 146 - The 6 Biggest Mistakes In Retirement
October 18, 2021 11:00 - 47 minutes - 65.6 MBKirk and Paul share the 6 biggest mistakes most people make going into retirement.
Ep. 145 - Low Interest Rates
October 04, 2021 11:00 - 47 minutes - 65.7 MBKirk and Paul explain how a low interest rate environment perpetuates a "War" against seniors and savers.
Ep. 144 - Taxes in Retirement
September 20, 2021 11:00 - 47 minutes - 65.7 MBKirk and Paul explain why taxes are such a significant factor in your retirement, and strategies for reducing the impact.
Ep. 143 - How To Find An Advisor
August 30, 2021 11:00 - 47 minutes - 65.7 MBKirk 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.
Ep. 142 - Pension Vs. Lump Sum
August 23, 2021 11:00 - 47 minutes - 65.7 MBKirk 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.
Ep. 141 - Market Expectations
August 09, 2021 11:00 - 47 minutes - 65.7 MBKirk and Paul discuss setting realistic expectations for your retirement, and what to do when expectations aren't met.
Ep. 140 - Inflation's Impact
July 05, 2021 11:00 - 47 minutes - 65.7 MBKirk is joined by Financial Analyst Michael Masserant to discuss how you can take measures to lessen the impact of inflation on your retirement plan.
Ep. 139 - Conservative Investing In 2021
June 21, 2021 11:00 - 47 minutes - 65.7 MBKirk and Paul discuss the challenges of investing conservatively in a low interest rate environment.
Ep. 138 - How To Be Successful In The Market
May 17, 2021 11:00 - 47 minutes - 65.7 MBKirk and Paul discuss what drives success and performance when you are in retirement.
Ep. 137 - Myths and Misconceptions in Retirement
May 03, 2021 11:00 - 47 minutes - 65.7 MBThe 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.
Ep. 136 - K.I.S.S.
April 19, 2021 11:00 - 47 minutes - 65.7 MBKirk is joined by Financial Analyst Michael Masserant to discuss the pros and cons of "K.I.S.S." (Keep It Simple, Stupid) retirement planning.
Ep. 135 - Preventing Elder Abuse
April 05, 2021 11:00 - 47 minutes - 65.7 MBThe 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.
Ep. 134 - What Is Needed For Retirement
March 22, 2021 11:00 - 47 minutes - 65.6 MBThis week, Kirk and Paul discuss what is needed for a comfortable retirement - namely, a rock-solid plan.
Ep. 133 - The 60/40 Rule
March 08, 2021 12:00 - 47 minutes - 65.8 MBAre "Rules of Thumb" doing you more harm than good in retirement? Kirk and Paul discuss the need for custom plans for a modern retirement.
Ep. 132 - The Greatest Risk To Your Retirement
February 22, 2021 12:00 - 47 minutes - 65.8 MBKirk and Paul continue a conversation on Sequence of Return risk, the #1 risk to your retirement.
Ep. 131 - Behavioral Finance Revisited
February 08, 2021 12:00 - 47 minutes - 65.8 MBKirk and Paul discuss personal biases that can impact your retirement, and how you can use planning to combat these tendencies.
Ep. 130 - Sequence of Return Risk
January 25, 2021 12:00 - 47 minutes - 65.7 MBKirk is joined by financial analyst Michael Masserant to discuss the number 1 risk for your retirement: Sequence of Return Risk.
Ep. 129 - 2020 In Review
January 11, 2021 12:00 - 47 minutes - 65.7 MBKirk and Paul share lessons learned in 2020.
Ep. 128 - The Psychology of Retirement Planning
December 28, 2020 12:00 - 47 minutes - 65.7 MBAre 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.
Ep. 127 - Avoiding Running Out Of Money
December 14, 2020 12:00 - 47 minutes - 65.7 MBDo you know what to do to make sure you don't outlive your money? You can avoid simple mistakes with some advice from Kirk and Paul.
Ep. 127 - Avoiding Running Out Of Money
December 14, 2020 12:00 - 47 minutes - 65.7 MBDo you know what to do to make sure you don't outlive your money? You can avoid simple mistakes with some advice from Kirk and Paul.
Ep. 126 - Risk
November 30, 2020 12:00 - 47 minutes - 65.8 MBKirk is joined by financial analyst Michael Masserant for a discussion on risk, including ways the financial services industry tries to downplay certain risks.
Ep. 125 - The Year Ahead
November 16, 2020 12:00 - 47 minutes - 65.8 MBKirk and Paul look ahead to 2021 at the post-election market.
Ep. 124 - The 4% Rule
November 02, 2020 12:00 - 47 minutes - 65.7 MBKirk 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.
Ep. 123 - Avoiding Mistakes in Retirement
October 19, 2020 11:00 - 47 minutes - 65.8 MBWhat 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.
Ep. 122 - The Changing Landscape of Retirement
October 05, 2020 11:00 - 47 minutes - 65.7 MBKirk is joined by financial analyst Michael Masserant to discuss how retirement and retirement planning are rapidly changing, and what you can do to keep up.
Ep. 121 - Unexpected Retirement
September 21, 2020 12:00 - 47 minutes - 65.8 MBWith 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.
Ep. 120 - The Economy vs. The Market
September 07, 2020 12:00 - 47 minutes - 65.7 MBKirk and Paul explain why the economy and the market can behave in ways that don't seem to correlate.
Ep. 119 - Market Valuation
August 27, 2020 15:40 - 47 minutes - 65.8 MBWhat 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.
Ep. 118 - Behavioral Finance
August 10, 2020 11:00 - 47 minutes - 65.7 MBThis 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.
Ep. 117 - Elections and Retirement
July 27, 2020 16:00 - 47 minutes - 65.7 MBKirk and Paul discuss how an election can impact the success or failure of your retirement plan.
Ep. 116 - The Bear Market
July 13, 2020 16:00 - 47 minutes - 65.7 MBWe 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.
Ep. 115 - Bonds
June 29, 2020 16:00 - 47 minutes - 65.6 MBIn 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.