Ep. 238 - Learn to Recognize the Risks Many Retirees Miss
From Retirement Education Hour by Retirement Education Foundation
December 9, 2025 · 49 min · Episode 235
About this episode
Kirk Cassidy and Dr. Paul Metler discuss five critical risks that can impact retirement plans and how to address them through an integrated strategy.
In this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler unpack five critical and avoidable risks that can quietly erode even the most carefully built retirement plans. These often-unaddressed risks go well beyond market performance and can affect everything from income stability to tax exposure and long-term care. Kirk and Paul walk through how an integrated strategy that addresses income, tax, and estate planning can help retirees stay in control and make confident, well-informed decisions throughout retirement. 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 and Paul Metler are financial advisors.
People in this episode
Host: Kirk Cassidy
Guest: Dr. Paul Metler
Topics covered
- retirement risks
- income stability
- tax exposure
- long-term care
- integrated strategy
Keywords
- retirement planning
- financial advice
- risk management
- tax planning
- estate planning
Mentioned in this episode
Organizations: Retirement Education Foundation, United Charitable
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