Retirement Education Hour

This month, the Federal Reserve cut interest rates for the first time in 2025. Kirk Cassidy and Michael Masserant, CFP® break down what the move means for retirement planning. Later, Dr. Paul Metler joins the conversation to explore how rate changes and market headlines can shape retiree psychology and decision-making.Register for an advanced retirement education course at https://refedu.org/courses.Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered tax, legal or investment advice.Kirk Cassidy, Michael Masserant, and Paul Metler are Registered Investment Advisors. Advisory services are offered through C2 Private Wealth, an SEC Registered Investment Advisory Firm.

Most retirement advice is about what not to do. This episode flips that. Kirk Cassidy and Dr. Paul Metler uncover four overlooked ways to make retirement work harder for you. From taking control of your pension decision to using pivot accounts to protect your income in down markets, you learn how retirement is not all about fear.Packed with practical strategies for anyone within 10 years of retirement, this episode is a must-listen.Register for one of our advanced retirement courses: ⁠retirementplanningedu.org/courses⁠.Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered tax, legal or investment advice.

In this episode of the Retirement Education Hour, Kirk and Dr. Paul explain that most of the people consuming our content and attending our courses are men. And this is a problem. But as Gen X approaches retirement age, we know that women are going to be more engaged in the planning process.Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.

After a decade of record-setting gains, many 50-somethings felt untouchable—until the market’s recent whiplash erased that comfort overnight. In this episode of the Retirement Education Hour, Financial Instructors Kirk and Michael pull back the curtain on what really happened, how overconfidence crept in, and the mindset shift every near-retiree needs before the next swing hits.Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.

It is vital that we understand where to get true control in retirement. In this episode of the Retirement Education Hour, Financial Instructors Kirk and Michael describe the disconnect between the things that people believe are driving control versus what ACTUALLY produces the outcome we all want—Freedom.Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.

After a decade of record-setting gains, many 50-somethings felt untouchable—until the market’s recent whiplash erased that comfort overnight. In this episode of the Retirement Education Hour, Financial Instructors Kirk and Michael pull back the curtain on what really happened, how overconfidence crept in, and the mindset shift every near-retiree needs before the next swing hits.Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.

Market volatility is on everyone's mind right now. In this episode of the Retirement Education Hour, Kirk and Michael address this question you may be asking: "How do I make the right moves given all the emotion I'm feeling right now?"Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.

In this episode of the Retirement Education Hour, Kirk and Dr. Paul answer the question, "How do we begin to manage this idea of market volatility?" They explain that, on average since 1980, we have had intra-year drawdowns of 13 to 14%. And this year, we haven't even gotten to this average drawdown—yet people are still panicking.Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.