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.
Ep. 255 -Market Volatility in Retirement: What Matters and What Doesn't
Market volatility is inevitable, but how should you respond when the market takes a downturn, especially as retirement approaches?
On this episode of the Retirement Education Hour, financial instructors Kirk Cassidy and Michael Masserant explore what market history can teach us about volatility, downturns, and recoveries. They explain how market declines affect retirees differently than those still accumulating wealth, why sequence of returns risk matters, and how the timing of retirement withdrawals can influence portfolio longevity.
You'll also learn what you can control when markets become unpredictable and how thoughtful retirement income planning can help you navigate volatility with greater confidence.
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 Michael Masserant are professional financial advisors in the private sector. Both serve as a financial instructor for the Retirement Education Foundation on a volunteer basis. Retirement Education Foundation does not offer financial services.
20 Oct 2026
Ep. 254 - It All Works Together: The Hidden Connections in Retirement Planning
Retirement decisions are interconnected, and making them one at a time can lead to unintended consequences. When to claim Social Security, whether and when to convert funds to a Roth IRA, which accounts to withdraw from, and how to manage required minimum distributions (RMDs) can all affect your lifetime tax bill, Medicare premiums, and retirement income.
In this episode, Kirk and Michael explain how these decisions influence one another over time, including the impact on investment returns, charitable giving, healthcare costs, and a surviving spouse. They explore why comprehensive retirement planning requires looking beyond individual strategies to understand how each decision affects the bigger picture.
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 Michael Masserant are professional financial advisors in the private sector. Both serve as a financial instructor for the Retirement Education Foundation on a volunteer basis. Retirement Education Foundation does not offer financial services.
6 Oct 2026
Ep. 253 - When Should I Retire? The Math Behind Knowing You're Ready
When should you retire? And how do you know you have enough to do it?
In this episode, Kirk Cassidy and Michael Masserant break down the math behind determining when you can afford to retire and have the lifestyle you want. They challenge conventional retirement rules like the 4% rule and explain why retirement planning shouldn't rely on one-size-fits-all assumptions.
You'll learn how to think about what you want to spend in retirement, how much you could potentially have if you retire now versus a few years from now, how to approach income and investments once you retire, and what to look for when choosing a financial advisor.
The goal is to replace fear and generic rules of thumb with a clearer understanding of what's actually possible for your 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 Michael Masserant are professional financial advisors in the private sector. Both serve as a financial instructor for the Retirement Education Foundation on a volunteer basis. Retirement Education Foundation does not offer financial services.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
280,572
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.4 / 5
12 ratings
Spotify
4.5 / 5
26 ratings
Podcast Authority Score: 74 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
83
Social presence
0
YouTube
82
Engagement
82
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