Retirement Education Hour
By Retirement Education Foundation
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Category: Education
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Subscribers: 3
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Episodes: 128
Description
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.
| Episode | Date |
|---|---|
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Ep. 246 - Retirement Risk and Reward, What Most People Get Wrong
|
May 13, 2026 |
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Ep. 245 - How Income Timing Impacts Retirement Without a Plan
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Apr 29, 2026 |
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Ep. 244 - Asset Allocation in Retirement: Why the Timing of Your Money Matters
|
Apr 16, 2026 |
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Ep. 243 - Understanding Roth Conversions in Retirement
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Mar 10, 2026 |
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Ep. 242 - What You Actually Need to Know to Retire
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Feb 18, 2026 |
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Ep. 241 - Tax-Smart Retirement: Advanced Strategies to Keep More of What You’ve Earned
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Feb 03, 2026 |
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Ep. 240 - Anxiety in Retirement: How Analysis Paralysis and Loss Aversion Impact Your Finances
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Jan 21, 2026 |
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Ep. 239 - What It Really Means If Your Wealth Is Growing in Retirement
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Dec 22, 2025 |
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Ep. 238 - Learn to Recognize the Risks Many Retirees Miss
|
Dec 09, 2025 |
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Ep. 237 - Risk of Unexpected Retirement
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Nov 25, 2025 |
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Ep. 236 - Government Shutdown & Market Volatility
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Oct 27, 2025 |
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Ep. 235 - Phases of Retirement: Where Conventional Wisdom Falls Short
|
Oct 21, 2025 |
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Ep 234 - Interest Rates Cut Explained
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Sep 30, 2025 |
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Ep. 233 - The Math Drives Everything
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Sep 16, 2025 |
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Ep. 232 - Four Opportunities in Retirement
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Sep 02, 2025 |
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Ep. 231 - Four Risks in Retirement
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Aug 18, 2025 |
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Ep. 230 - One Big Beautiful Bill, Part 2
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Jul 24, 2025 |
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Bonus Video Episode: Ep. 226 - Women and Retirement
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Jul 18, 2025 |
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Ep. 229 - One Big Beautiful Bill, Part 1
|
Jul 11, 2025 |
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Bonus Video Episode: Ep. 225 - What have we Learned About Market Volatility
|
Jun 26, 2025 |
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Ep. 228 - I Need Help!
|
Jun 20, 2025 |
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Ep. 227 - How to Maintain Control in Retirement
|
Jun 05, 2025 |
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Ep. 226 - Women and Retirement
|
May 29, 2025 |
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Ep. 225 - What Have We Learned from the Recent Market Volatility?
|
May 14, 2025 |
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Bonus Video Episode: Ep. 224 - How to Grade Your Retirement
|
May 01, 2025 |
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Bonus Video Episode: Ep. 223 - Psychological Reactions to Market Volatility
|
Apr 22, 2025 |
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Ep. 223 - Psychological Reactions to Market Volatility
|
Apr 17, 2025 |
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Ep. 222 - Market Volatility and Your Retirement
|
Mar 14, 2025 |
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Ep. 221 - Is your Advisor Asking the Right Questions?
|
Mar 13, 2025 |
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Bonus video episode: Ep. 220 - Unplanned Retirement
|
Mar 05, 2025 |
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Ep. 220 - Unplanned Retirement
|
Feb 12, 2025 |
|
Ep. 219 - The Psychology of Retirement, Part 2
|
Feb 04, 2025 |
|
Bonus video episode: Ep. 218 - Lessons Learned in 2024
|
Jan 23, 2025 |
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Ep. 218 - Lessons Learned in 2024
|
Jan 10, 2025 |
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Ep. 217 - The Psychology of Retirement, Part 1
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Dec 23, 2024 |
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Ep. 216 - What are the Experts Saying?
|
Dec 11, 2024 |
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Ep. 215 - Filter the Noise
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Nov 22, 2024 |
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Ep. 214 - Fear and Anxiety in Retirement
|
Nov 06, 2024 |
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Ep. 213 - Take Back your Retirement
|
Oct 25, 2024 |
|
Bonus video episode: Ep. 212 - How to Manage a Recession in Retirement
|
Sep 30, 2024 |
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Ep. 212 - How to Manage a Recession in Retirement
|
Sep 26, 2024 |
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Bonus video episode: Ep. 211 - Real Risk Versus Perceived Risk in Retirement
|
Sep 10, 2024 |
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Ep. 211 - Real Risk Versus Perceived Risk in Retirement
|
Aug 30, 2024 |
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Ep. 210 - Ignorance Isn't Bliss
|
Aug 16, 2024 |
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Ep. 209 - How Do I Know if I've Saved Enough?
|
Aug 02, 2024 |
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Ep. 208 - How to Tune out the Noise
|
Jul 19, 2024 |
|
Bonus: The Rundown - Behavioral Finance
|
Jul 15, 2024 |
|
Ep. 207 - How to Choose an Advisor
|
Jul 05, 2024 |
|
Ep. 206 - Special Edition: Your Questions Answered
|
Jun 21, 2024 |
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Ep. 205 - Information, Knowledge & Ignorance
|
Jun 06, 2024 |
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Ep. 204 - Actively Managed Mutual Funds
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May 24, 2024 |
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Ep. 203 - So They Say
|
May 10, 2024 |
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Ep. 202 - Our Economy
|
Apr 26, 2024 |
|
Ep. 201 - Retirement Planning Mistakes
|
Apr 12, 2024 |
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Ep. 200 - Control
|
Apr 05, 2024 |
|
Ep. 199 - Risk
|
Mar 15, 2024 |
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Ep. 198 - The Psychology of Retirement
|
Mar 01, 2024 |
|
Ep. 197 - Elder Abuse
|
Feb 16, 2024 |
|
Ep. 196 - Pre-Planning Checklist
|
Jan 29, 2024 |
|
Ep. 195 - Unforced Errors in Retirement
|
Jan 05, 2024 |
|
Ep. 194 - 2023 Lessons Learned
|
Dec 22, 2023 |
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Ep. 193 - Questions - What your Advisor Should be Asking YOU
|
Dec 01, 2023 |
|
Ep. 192 - What to Expect at our Advanced Retirement Courses
|
Nov 10, 2023 |
|
Ep. 191 - Control
|
Oct 27, 2023 |
|
Bonus: Ep. 190 Segment 3 - Interview Questions to Ask
|
Oct 16, 2023 |
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Ep. 190 - The Interview Process
|
Oct 16, 2023 |
|
Ep. 189 - Ignorance is Bliss (but not when it comes to your retirement)
|
Sep 29, 2023 |
|
Ep. 188 - Exciting News!
|
Sep 15, 2023 |
|
Ep. 187 - What a True Retirement Plan Should Have
|
Sep 01, 2023 |
|
Ep. 186 - Questions that Need to be Asked in Retirement
|
Aug 18, 2023 |
|
Ep. 185 - Avoiding the Biggest Retirement Mistakes
|
Aug 04, 2023 |
|
Ep. 184 - Tax Planning
|
Jul 21, 2023 |
|
Ep. 183 - Women in Retirement, and Why it Matters to Men Too!
|
Jul 14, 2023 |
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Ep. 182 - Are we in a Recession?
|
Jun 23, 2023 |
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Ep. 181 - What you Don't Know can Hurt you
|
Jun 01, 2023 |
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Ep. 180 - Big Risk: Underspending in Retirement
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May 26, 2023 |
|
Ep. 179 - Why Won't you Go?
|
May 12, 2023 |
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Ep. 178 - The Do's and Don'ts of Investing
|
May 01, 2023 |
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Ep. 177 – Roth Conversions
|
Apr 03, 2023 |
|
Ep. 176 – Fear and Anxiety in Retirement
|
Mar 18, 2023 |
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Ep. 175 – Elder Abuse and Financial Exploitation
|
Mar 04, 2023 |
|
Ep. 174 - The Retirement Lottery
|
Feb 05, 2023 |
|
Ep. 173 - Asset Allocation and Income Planning
|
Jan 21, 2023 |
|
Ep. 172 - Happy New Year. Don't panic!
|
Jan 08, 2023 |
|
Ep. 171 - Success in Retirement
|
Dec 24, 2022 |
|
Ep. 170 - Timing your Retirement
|
Nov 13, 2022 |
|
Ep. 169 - Navigating Market Volatility
|
Oct 17, 2022 |
|
Ep. 168 - State of the Economy
|
Oct 03, 2022 |
|
Ep. 167 - What Makes a Retirement Plan?
|
Sep 19, 2022 |
|
Ep. 166 - Behavioral Finance
|
Sep 05, 2022 |
|
Ep. 165 - The "Average" Investor
|
Aug 22, 2022 |
|
Ep. 151 - Your Investment Toolbox
|
Jan 17, 2022 |
|
Ep. 150 - The Retirement Education Crash Course
|
Dec 27, 2021 |
|
Ep. 149 - Managing Your Emotions
|
Dec 06, 2021 |
|
Ep. 148 - "They Say"
|
Nov 15, 2021 |
|
Ep. 147 - DIY Investing
|
Nov 01, 2021 |
|
Ep. 146 - The 6 Biggest Mistakes In Retirement
|
Oct 18, 2021 |
|
Ep. 145 - Low Interest Rates
|
Oct 04, 2021 |
|
Ep. 144 - Taxes in Retirement
|
Sep 20, 2021 |
|
Ep. 143 - How To Find An Advisor
|
Aug 30, 2021 |
|
Ep. 142 - Pension Vs. Lump Sum
|
Aug 23, 2021 |
|
Ep. 141 - Market Expectations
|
Aug 09, 2021 |
|
Ep. 140 - Inflation's Impact
|
Jul 05, 2021 |
|
Ep. 139 - Conservative Investing In 2021
|
Jun 21, 2021 |
|
Ep. 138 - How To Be Successful In The Market
|
May 17, 2021 |
|
Ep. 137 - Myths and Misconceptions in Retirement
|
May 03, 2021 |
|
Ep. 136 - K.I.S.S.
|
Apr 19, 2021 |
|
Ep. 135 - Preventing Elder Abuse
|
Apr 05, 2021 |
|
Ep. 134 - What Is Needed For Retirement
|
Mar 22, 2021 |
|
Ep. 133 - The 60/40 Rule
|
Mar 08, 2021 |
|
Ep. 132 - The Greatest Risk To Your Retirement
|
Feb 22, 2021 |
|
Ep. 131 - Behavioral Finance Revisited
|
Feb 08, 2021 |
|
Ep. 130 - Sequence of Return Risk
|
Jan 25, 2021 |
|
Ep. 129 - 2020 In Review
|
Jan 11, 2021 |
|
Ep. 128 - The Psychology of Retirement Planning
|
Dec 28, 2020 |
|
Ep. 127 - Avoiding Running Out Of Money
|
Dec 14, 2020 |
|
Ep. 126 - Risk
|
Nov 30, 2020 |
|
Ep. 125 - The Year Ahead
|
Nov 16, 2020 |
|
Ep. 124 - The 4% Rule
|
Nov 02, 2020 |
|
Ep. 123 - Avoiding Mistakes in Retirement
|
Oct 19, 2020 |
|
Ep. 122 - The Changing Landscape of Retirement
|
Oct 05, 2020 |
|
Ep. 121 - Unexpected Retirement
|
Sep 21, 2020 |
|
Ep. 120 - The Economy vs. The Market
|
Sep 07, 2020 |
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Ep. 119 - Market Valuation
|
Aug 27, 2020 |
|
Ep. 118 - Behavioral Finance
|
Aug 10, 2020 |
|
Ep. 117 - Elections and Retirement
|
Jul 27, 2020 |
|
Ep. 116 - The Bear Market
|
Jul 13, 2020 |
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Ep. 115 - Bonds
|
Jun 29, 2020 |