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Artwork for Retirement Education Hour

Retirement Education Hour

Retirement Education Foundation
Retirement Planning Education
Social Security
Sequence Of Returns Risk
Retirement Planning
Retirement Education Foundation
Taxes
Market Volatility
Tax Planning
Financial Elder Abuse
Taxes In Retirement
Roth Conversions
Federal Reserve
Annuities
Education
Big Beautiful Bill
Math In Retirement Planning
Cognitive Decline
Women In Retirement
Caregiving
4% Rule

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.

PublishesTwice monthlyEpisodes128Founded6 years ago
Number of ListenersCategory
Education

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Artwork for Retirement Education Hour

Latest Episodes

Retirement is filled with financial decisions, but not all decisions carry the same weight. Some choices have little impact on long-term income, while others can materially change spending power for decades. This episode breaks down how risk, reward,... more

Many investors think retirement success is mainly about average return. In retirement, the timing of returns can matter just as much. In this episode, Kirk and Michael break down how losses early in retirement can have a greater impact than losses la... more

Most investors think asset allocation means choosing a percentage of stocks and bonds based on retirement dates. In retirement, the timing of your money matters far more. This episode explains how sequence of returns risk, income timing, and portfoli... more

Roth conversions are widely discussed but often misunderstood. In this episode, we begin by defining how Roth accounts and conversions work, then examine why conversions have gained attention in recent years. We explore how required minimum distribut... more

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Recent Guests

Brett Brzezinski
President of Brzezinski Group Retirement Solutions, retirement coach/consultant
Brzezinski Group Retirement Solutions
Episode: Ep. 246 - Retirement Risk and Reward, What Most People Get Wrong
Kirk Cassidy
Financial instructor with the Retirement Education Foundation
Retirement Education Foundation
Episode: Ep. 238 - Learn to Recognize the Risks Many Retirees Miss
Paul Metler
Financial instructor with the Retirement Education Foundation
Retirement Education Foundation
Episode: Ep. 238 - Learn to Recognize the Risks Many Retirees Miss
Dr. Paul Metler
Instructor featured on the program
Retirement Education Foundation
Episode: Ep. 237 - Risk of Unexpected Retirement

Host

Megan Mozak
Host of Retirement Education Hour

Reviews

4.5 out of 5 stars from 38 ratings
  • Repetitive and tearing others down

    I wanted to like this podcast, but it reads like you’re tearing down other people in the industry and you keep repeating about your charity so often that I don’t even want to listen.

    Apple Podcasts
    1
    Katie Dubs
    United States7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the education-first approach and actionable retirement guidance.
Critics point to perceived emphasis on promotion of courses over standalone content.
Quality of guests and practical tactics are often praised for real-world applicability.
Some listeners feel the focus on charity and marketing can dominate discussions.

Talking Points

Recent interactions between the hosts and their guests.

Ep. 228 - I Need Help!
Q: Is there a guarantee of impact or outcome from the course?
Yes, if the course doesn't change your retirement, the charity pledges a donation of $2,000 to a charity of your choice, illustrating their confidence in the program.
Ep. 228 - I Need Help!
Q: What is the value of attending the eight-hour class?
The class provides a master-level education on advanced retirement strategies, including how to choose advisors, how to test advisors, and how to build a plan that withstands market volatility.
Ep. 228 - I Need Help!
Q: How does cognitive decline affect decision-making in retirement?
Cognitive decline increases the risk of costly financial mistakes and makes it harder to filter marketing from genuine advice; education and early planning are essential to protect surviving spouses and ensure long-term security.
Ep. 228 - I Need Help!
Q: What should someone look for in a comprehensive retirement plan?
A comprehensive plan maps out 30 years of income, uses pivot accounts to avoid sequence of returns risk, and models hundreds of scenarios to minimize taxes and maximize income, rather than relying on generic rules of thumb.
Ep. 228 - I Need Help!
Q: Why is it so hard for men to raise their hand and say they need help with retirement planning?
Overconfidence, ego, fear of embarrassment, and a belief that they can handle everything themselves often prevent men from seeking help, even when cognitive decline or market risk is imminent.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
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Frequently Asked Questions About Retirement Education Hour

What is Retirement Education Hour about and what kind of topics does it cover?

The show centers on practical retirement planning with a strong emphasis on education, tax optimization, and long-term financial empowerment. Hosts repeatedly promote eight-hour master-level courses hosted by a charitable foundation and discuss how disciplined planning, sequence of withdrawals, and understanding marketing tactics can help listeners gain real control over retirement outcomes. Notable is a consistent mission-driven angle: educate first, fund high-level courses at universities, and foster a transparent, math-driven approach to retirement beyond cookie-cutter software and hype. This blend of actionable planning, donor-focused strategies (including charitable giving tools), and a nonprofit-backed education program makes it a uni... more

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Which podcasts are similar to Retirement Education Hour?

These podcasts share a similar audience with Retirement Education Hour:

1. Ready For Retirement
2. Stay Wealthy Retirement Podcast
3. Retirement Answers
4. Retirement Starts Today
5. Retire With Purpose - The Retirement Podcast

How many episodes of Retirement Education Hour are there?

Retirement Education Hour launched 6 years ago and published 128 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Retirement Education Hour?

Recent guests on Retirement Education Hour include:

1. Brett Brzezinski
2. Kirk Cassidy
3. Paul Metler
4. Dr. Paul Metler

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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