Meet Your Instructors

Kirk

Kirk Cassidy

Lead Financial Instructor

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Kirk Cassidy is Co-Founder and Lead Financial Instructor of the Retirement Education Foundation, a national charity dedicated to improving financial literacy and helping individuals make more informed retirement decisions. Through university-style retirement courses, webinars, and our radio show, the Retirement Education Hour, he teaches advanced strategies for retirement income, tax planning, investment risk, healthcare and long-term care planning, and legacy planning.

Kirk is also Co-Founder and President & CEO of a private wealth management firm. With more than 20 years of professional experience, he is equipped to make complex financial concepts easier to understand so individuals can approach retirement with greater knowledge and confidence.

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Paul Metler, Psy.D., MBA

Financial Instructor

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Well-versed in the financial issues that come with aging and the retirement process, Dr. Paul Metler helps you prepare for the financial, physical, psychological and developmental challenges when transitioning from working to retirement. 

Paul is a financial advisor at a private wealth management firm acting as a Financial Instructor in a volunteer capacity.

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Josh Jackson, RICP®

Financial Instructor

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Drawing on his extensive background in the financial services industry, Josh educates you on the challenges leading up to and in retirement and how to avoid mistakes that could potentially devastate your retirement.

Josh is a financial advisor at a private wealth management firm acting as a Financial Instructor in a volunteer capacity.

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Michael Masserant, CFP®

Financial Instructor, APMA®

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A financial analyst and educator, Michael is dedicated to empowering those approaching or already in retirement with their financial planning and wealth management needs.

Michael is a financial advisor at a private wealth management firm acting as a Financial Instructor in a volunteer capacity.

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Marc Wander, Esq.

Estate Planning Instructor

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An estate planning attorney with nearly three decades of experience, Marc helps families on planning for life, dealing with death, resolving potential conflicts and creating a lasting legacy for beneficiaries.

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Reagan Jones

Program Director

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As Program Director of the Retirement Education Foundation, Reagan is dedicated to expanding access to retirement and financial literacy education through educational programming, community outreach and initiatives that help individuals and families prepare for a more confident financial future.

Instructors in the Media

In the News:

May 2019
WJBK Ch. 2 News – Most common scams targeting seniors and tips to help protect our loved ones
May 2019
WDIV Ch. 4 News – How our money personalities impacts your spending

As Seen On:

As Heard On:

Listen to the Retirement Education Hour on Spotify or where ever you get your podcasts.

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WJR every Saturday morning at 6 a.m. and Saturday evening
at 6 p.m.

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WWJ 950 every Sunday night
at 8 p.m.

WCSX

WCSX 94.7 FM every Saturday and Sunday at 6 a.m.

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