HeyJaredRetirement Education Hour
Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry.Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 8, 2026
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- Checking…
- Earliest in this view
- Jul 13, 2026
Latest episodes
Ep. 252 - Pension or Lump Sum? You May Be Doing the Wrong Math (opens the original)
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Should you take the pension or the lump sum? Kirk and Michael explain why this decision cannot be reduced to a simple rule of thumb. The right answer comes down to the math, including taxes, timing, income needs, investment risk, and how long the money may need to last. They walk through the key factors to consider and explain why a pension election that makes sense for one person may not make sense for another. If you're facing a pension decision, this episode offers a practical look at the mat
Ep. 251 - Answering Your Biggest Retirement Questions (opens the original)
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What questions do people ask most often about retirement? In this episode of Retirement Education Hour, Kirk Cassidy and Michael Masserant tackle questions they regularly hear from listeners and students, including when you can afford to retire, how much you can afford to spend, and how your investments fit into the bigger picture of your retirement plan. The conversation focuses on a common theme: asking better questions can lead to better retirement decisions. To dive deeper, register for an 8
Ep. 250 - Is Your Retirement Plan Ready for Change? (opens the original)
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Is your retirement plan designed for the next 30 years, or is it based on assumptions that may already be outdated? In this episode of the Retirement Education Hour, Kirk Cassidy and Michael Masserant explore one of the most overlooked aspects of retirement planning: adapting your strategy as life changes. They discuss how tax law changes, Social Security decisions, healthcare costs, market volatility, and even cognitive changes can affect retirement over time, and why a comprehensive retirement
Ep. 249 - Looking Beyond Retirement Marketing (opens the original)
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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 be
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