About this episode

The episode discusses the challenges of navigating retirement marketing and the importance of financial education for consumers.

Retirement is one of the most heavily marketed industries in America. Dinner seminars, television shows, books, podcasts, free retirement plans, and social media all compete for your attention. The real challenge isn't avoiding the marketing, it's learning how to evaluate what's behind it. In this episode, Kirk Cassidy and Michael Masserant discuss why retirement savers are such a heavily targeted audience, the questions every consumer should ask before trusting an advisor, and the difference between marketing a retirement plan and delivering truly comprehensive planning. You'll also hear why financial education can be one of the most valuable tools for making informed retirement decisions and avoiding common industry pitfalls. 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. Retirement Education Foundation does not offer financial services. Kirk Cassidy and Michael Masserant are professional financial advisors in the private sector. They serve as financial instructors for the Retirement…

More episodes of Retirement Education Hour

• Ep. 250 - Is Your Retirement Plan Ready for Change? · July 20, 2026 · 49 min
• Ep. 248 - The Trouble with One-Size-Fits-All Retirement Advice · June 22, 2026 · 49 min

Explore listener stats, chart rankings, contacts and more on the Retirement Education Hour podcast page.