Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry. This material is provided courtesy of Retirement Education Foundation and contains general information to help you understand basic financial and retirement planning strategies. Throughout the presentation, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. Our goal with this presentation is to expose you to ideas and financial vehicles that may help you work towards your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk including the potential loss of principal. This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Retirement Education Foundation and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Advisory services offered through Strategic Investment Advisors. An SEC Registered Investment Advisory Firm. Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
Retirement Education Foundation
Kirk is joined by Financial Analyst Michael Masserant to discuss the ever-evolving variety of tools and investments available to build your retirement.
Kirk and Paul give a brief overview of what to expect in their 7-hour live classes.
Kirk and Paul explain how your evolving relationship with money in retirement can cause an emotional response.
Kirk and Paul dive into many myths, misconceptions, and half-truths that are prevelant and share ways to avoid them.
Kirk and Paul share the difficulties that come along with Do-It-Yourself investing.
Kirk and Paul share the 6 biggest mistakes most people make going into retirement.
Kirk and Paul explain how a low interest rate environment perpetuates a "War" against seniors and savers.
Kirk and Paul explain why taxes are such a significant factor in your retirement, and strategies for reducing the impact.
Kirk and Paul discuss some of the steps you can take to ensure the advisors you work with are doing what's in your best interest, not theirs.
Kirk and Paul discuss the important decision to take a pension or opt for a lump sum, and share what they think are the most important factors to consider when making the choice.
Kirk and Paul discuss setting realistic expectations for your retirement, and what to do when expectations aren't met.
Kirk is joined by Financial Analyst Michael Masserant to discuss how you can take measures to lessen the impact of inflation on your retirement plan.
Kirk and Paul discuss the challenges of investing conservatively in a low interest rate environment.
Kirk and Paul discuss what drives success and performance when you are in retirement.
The amount of information available to do-it-yourself retirees is staggering, and with no guide it can be hard to decipher the truth from the myths and misconceptions most commonly seen. Kirk and Paul take a look at some of the most prevalent examples of retirement myths.
Kirk is joined by Financial Analyst Michael Masserant to discuss the pros and cons of "K.I.S.S." (Keep It Simple, Stupid) retirement planning.
The most vulnerable members of our society are being targeted by scammers. Kirk and Paul discuss financial elder abuse and give you tips to avoid falling prey to a financial trap.
This week, Kirk and Paul discuss what is needed for a comfortable retirement - namely, a rock-solid plan.
Are "Rules of Thumb" doing you more harm than good in retirement? Kirk and Paul discuss the need for custom plans for a modern retirement.
Kirk and Paul continue a conversation on Sequence of Return risk, the #1 risk to your retirement.
Kirk and Paul discuss personal biases that can impact your retirement, and how you can use planning to combat these tendencies.
Kirk is joined by financial analyst Michael Masserant to discuss the number 1 risk for your retirement: Sequence of Return Risk.
Are you actually prepared to plan your retirement, or do you only think you are? Kirk and Paul discuss what can go wrong when you overestimate your understanding of the many mechanisms at play in a retirement plan.
Do you know what to do to make sure you don't outlive your money? You can avoid simple mistakes with some advice from Kirk and Paul.
Kirk is joined by financial analyst Michael Masserant for a discussion on risk, including ways the financial services industry tries to downplay certain risks.
Kirk and Paul look ahead to 2021 at the post-election market.
Kirk is joined by Financial Analyst Michael Masserant to discuss the shortcomings of what was once an industry standard rule of thumb, the 4% rule, and the problems it presents in modern investment portfolios.
What common mistakes are being made when planning for retirement? Kirk and Paul share some of the biggest missteps that can lead to you outliving your money.
Kirk is joined by financial analyst Michael Masserant to discuss how retirement and retirement planning are rapidly changing, and what you can do to keep up.
With Ford and other companies hitting workers with layoffs, forcing many boomers out of the workforce, Kirk and Paul address methods of dealing with an unexpected early retirement.
Kirk and Paul explain why the economy and the market can behave in ways that don't seem to correlate.
What is market valuation, and how can it affect your retirement? Kirk and Paul discuss this important factor that can have an impact on when you are able to retire.
This episode's topic is about behavioral finance. Many people may not realize that psychology and financial health go hand in hand. Kirk and Paul discuss the different behaviors we all have and how they can impact our retirement.
Kirk and Paul discuss how an election can impact the success or failure of your retirement plan.
We saw the market go from a Bull Market to a Bear Market in a short order. Can we still be successful if the Bull is no longer raging on Wall Street? Kirk and Paul discuss what really drives performance and it may not be what you think.
In this episode Kirk and Paul will be focusing on bonds; what they are, how they're priced, and what you need to know about them.
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