
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.
| Publishes | Twice monthly | Episodes | 128 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

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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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.
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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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1. Ready For Retirement
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3. Retirement Answers
4. Retirement Starts Today
5. Retire With Purpose - The Retirement Podcast
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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Recent guests on Retirement Education Hour include:
1. Brett Brzezinski
2. Kirk Cassidy
3. Paul Metler
4. Dr. Paul Metler
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