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.

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