Decoding Retirement http://finance.yahoo.com/videos/series/decoding-retirement/ en Yahoo Finance LLC Decoding Retirement breaks down the complex and often confusing world of retirement planning to help you make smart, stress-free financial strategies. Host, Robert “Bob” Powell, has no problem telling you what no one tells you about life.. after work. Each episode provides practical and actionable tools to navigate the ever-changing retirement landscape, empowering you with the expertise to secure your financial future confidently. Every Tuesday at 3PM ET on your favorite podcast platform. https://megaphone.imgix.net/podcasts/f8039da4-66d8-11ef-bf85-1f242a529bf7/image/8ab8361f475c3a28d97fd5cdb1911aaa.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Decoding Retirement http://finance.yahoo.com/videos/series/decoding-retirement/ episodic Plan for your future with America’s definitive voice on retirement, Robert Powell Yahoo Finance Decoding Retirement breaks down the complex and often confusing world of retirement planning to help you make smart, stress-free financial strategies. Host, Robert “Bob” Powell, has no problem telling you what no one tells you about life.. after work. Each episode provides practical and actionable tools to navigate the ever-changing retirement landscape, empowering you with the expertise to secure your financial future confidently. Every Tuesday at 3PM ET on your favorite podcast platform. Decoding Retirement breaks down the complex and often confusing world of retirement planning to help you make smart, stress-free financial strategies. Host, Robert “Bob” Powell, has no problem telling you what no one tells you about life.. after work. Each episode provides practical and actionable tools to navigate the ever-changing retirement landscape, empowering you with the expertise to secure your financial future confidently. Every Tuesday at 3PM ET on your favorite podcast platform.

]]> Yahoo Finance yfpodcasts@yahooinc.com What veterans need to know about retirement planning https://finance.yahoo.com/videos/series/decoding-retirement/ Americans who are veterans or currently serve in the military often have to deal with a patchwork of complicated programs to ensure their promised benefits are accounted for. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Dan Kunze, veteran and host of the "Warrior Money" podcast, about how to navigate the complex world of military benefits with an eye towards retirement. Dan reveals how to optimize income sources throughout your retirement, the invisible issues that can arise with age, and how to transition into the civilian workforce. Yahoo Finance's Decoding Retirement is hosted by Robert Powell and produced by Dennis Golin. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 13 Jan 2026 20:00:00 -0000 What veterans need to know about retirement planning full Yahoo Finance Dan Kunze Americans who are veterans or currently serve in the military often have to deal with a patchwork of complicated programs to ensure their promised benefits are accounted for. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Dan Kunze, veteran and host of the "Warrior Money" podcast, about how to navigate the complex world of military benefits with an eye towards retirement. Dan reveals how to optimize income sources throughout your retirement, the invisible issues that can arise with age, and how to transition into the civilian workforce. Yahoo Finance's Decoding Retirement is hosted by Robert Powell and produced by Dennis Golin. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Americans who are veterans or currently serve in the military often have to deal with a patchwork of complicated programs to ensure their promised benefits are accounted for. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Dan Kunze, veteran and host of the "Warrior Money" podcast, about how to navigate the complex world of military benefits with an eye towards retirement. Dan reveals how to optimize income sources throughout your retirement, the invisible issues that can arise with age, and how to transition into the civilian workforce.


Yahoo Finance's Decoding Retirement is hosted by Robert Powell and produced by Dennis Golin.

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]]> 3105 What advisors need to know about financial planning in 2026 Big updates to tax laws are coming this year, affecting everything from deductions to funding for retirement accounts. With so many variables to consider, many prospective retirees are seeking professional guidance from financial professionals- but are they picking the right planners and asking the right questions? On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Michael Doshier, Senior Vice President at LPL Financial, to talk about what financial advisors must do to stay prepared for the coming year. Michael discusses the disconnect between wealth and retirement planning, understanding behavioral risk, and why Roth accounts are so valuable to retirees. Yahoo Finance's Decoding Retirement is hosted by Robert Powell and produced by Dennis Golin. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 Jan 2026 20:00:00 -0000 full Yahoo Finance Big updates to tax laws are coming this year, affecting everything from deductions to funding for retirement accounts. With so many variables to consider, many prospective retirees are seeking professional guidance from financial professionals- but are they picking the right planners and asking the right questions? On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Michael Doshier, Senior Vice President at LPL Financial, to talk about what financial advisors must do to stay prepared for the coming year. Michael discusses the disconnect between wealth and retirement planning, understanding behavioral risk, and why Roth accounts are so valuable to retirees. Yahoo Finance's Decoding Retirement is hosted by Robert Powell and produced by Dennis Golin. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Big updates to tax laws are coming this year, affecting everything from deductions to funding for retirement accounts. With so many variables to consider, many prospective retirees are seeking professional guidance from financial professionals- but are they picking the right planners and asking the right questions? On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Michael Doshier, Senior Vice President at LPL Financial, to talk about what financial advisors must do to stay prepared for the coming year. Michael discusses the disconnect between wealth and retirement planning, understanding behavioral risk, and why Roth accounts are so valuable to retirees.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell and produced by Dennis Golin.

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]]> 1545 Falling short of retirement goals? Here's how you catch up https://finance.yahoo.com/videos/series/decoding-retirement/ Preparing for retirement involves a complex set of decisions, with prospective retirees relying on estimates of how long their money can carry them through their golden years while using information that is incomplete at best. For those who are feeling left behind in their retirement goals, making up that shortfall can seem nearly impossible. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Dave Goodsell, Executive Director at The Natixis Center for Investor Insight, about how Americans are currently feeling about their nest eggs and what they can do to improve their financial well-being. Dave discusses how health care can eat up most of your savings, "catch-up" options in tax-advantaged accounts, and how retirement isn't always a choice. Yahoo Finance's Decoding Retirement is hosted by Robert Powell and produced by Dennis Golin. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Dec 2025 20:00:00 -0000 Falling short of retirement goals? Here's how you catch up full Yahoo Finance Dave Goodsell Preparing for retirement involves a complex set of decisions, with prospective retirees relying on estimates of how long their money can carry them through their golden years while using information that is incomplete at best. For those who are feeling left behind in their retirement goals, making up that shortfall can seem nearly impossible. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Dave Goodsell, Executive Director at The Natixis Center for Investor Insight, about how Americans are currently feeling about their nest eggs and what they can do to improve their financial well-being. Dave discusses how health care can eat up most of your savings, "catch-up" options in tax-advantaged accounts, and how retirement isn't always a choice. Yahoo Finance's Decoding Retirement is hosted by Robert Powell and produced by Dennis Golin. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Preparing for retirement involves a complex set of decisions, with prospective retirees relying on estimates of how long their money can carry them through their golden years while using information that is incomplete at best. For those who are feeling left behind in their retirement goals, making up that shortfall can seem nearly impossible. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Dave Goodsell, Executive Director at The Natixis Center for Investor Insight, about how Americans are currently feeling about their nest eggs and what they can do to improve their financial well-being. Dave discusses how health care can eat up most of your savings, "catch-up" options in tax-advantaged accounts, and how retirement isn't always a choice. Yahoo Finance's Decoding Retirement is hosted by Robert Powell and produced by Dennis Golin.

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]]> 1545 Why the racial wealth gap is so difficult to close https://finance.yahoo.com/videos/series/decoding-retirement/ When it comes to the wealth disparity between Black and White families, America has a lot of catching up to do: in fact, the median gap between Black and White households is $172,000, according to a survey from Brookings. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Chris Wilson, H&R Block franchisee and author of "How To Make Your Nest Egg Last A Lifetime." Chris discusses his strategies for promoting financial literacy, the benefits of opportunity zones, and strategies to help build wealth for the next generation. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Sat, 27 Dec 2025 13:00:00 -0000 Why the racial wealth gap is so difficult to close full Yahoo Finance Chris Wilson When it comes to the wealth disparity between Black and White families, America has a lot of catching up to do: in fact, the median gap between Black and White households is $172,000, according to a survey from Brookings. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Chris Wilson, H&R Block franchisee and author of "How To Make Your Nest Egg Last A Lifetime." Chris discusses his strategies for promoting financial literacy, the benefits of opportunity zones, and strategies to help build wealth for the next generation. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices When it comes to the wealth disparity between Black and White families, America has a lot of catching up to do: in fact, the median gap between Black and White households is $172,000, according to a survey from Brookings. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Chris Wilson, H&R Block franchisee and author of "How To Make Your Nest Egg Last A Lifetime." Chris discusses his strategies for promoting financial literacy, the benefits of opportunity zones, and strategies to help build wealth for the next generation.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1545 When banks say no: the financial step families miss https://finance.yahoo.com/videos/series/decoding-retirement/ Becoming a caregiver for a loved one is often a difficult journey, giving up time and money to provide assistance to someone who can no longer manage their own affairs. Bills, paperwork, and medical visits can quickly pile up, leaving the caretaker saddled with difficult work that could take a toll on their mental and physical health. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Beth Pinsker, financial columnist for MarketWatch and the author of “My Mother’s Money: A Guide to Financial Caregiving,” about her personal experience as a caregiver for her mom. Beth reveals the essential legal documents to have prepared in advance, coping with the stress of caregiving, and spotting the warning signs that your loved one may need additional help. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Dec 2025 20:00:00 -0000 When banks say no: the financial step families miss full Yahoo Finance Beth Pinsker Becoming a caregiver for a loved one is often a difficult journey, giving up time and money to provide assistance to someone who can no longer manage their own affairs. Bills, paperwork, and medical visits can quickly pile up, leaving the caretaker saddled with difficult work that could take a toll on their mental and physical health. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Beth Pinsker, financial columnist for MarketWatch and the author of “My Mother’s Money: A Guide to Financial Caregiving,” about her personal experience as a caregiver for her mom. Beth reveals the essential legal documents to have prepared in advance, coping with the stress of caregiving, and spotting the warning signs that your loved one may need additional help. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Becoming a caregiver for a loved one is often a difficult journey, giving up time and money to provide assistance to someone who can no longer manage their own affairs. Bills, paperwork, and medical visits can quickly pile up, leaving the caretaker saddled with difficult work that could take a toll on their mental and physical health. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Beth Pinsker, financial columnist for MarketWatch and the author of “My Mother’s Money: A Guide to Financial Caregiving,” about her personal experience as a caregiver for her mom. Beth reveals the essential legal documents to have prepared in advance, coping with the stress of caregiving, and spotting the warning signs that your loved one may need additional help.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1545 What happens to your money if you don't have a plan https://finance.yahoo.com/videos/series/decoding-retirement/ Making a plan for what happens to your assets when you're gone may seem uncomfortable, but it can spare your loved ones a huge amount of money and conflict. On this week's episode of Decoding Retirement, Robert "Bob" Powell speaks with Colleen Carcone, director of wealth planning strategies at TIAA, about the essential steps you must take before creating an estate plan. Colleen discusses important documents, beneficiary designations, and the pros and cons of probate. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 16 Dec 2025 20:00:00 -0000 What happens to your money if you don't have a plan full Yahoo Finance Colleen Carcone Making a plan for what happens to your assets when you're gone may seem uncomfortable, but it can spare your loved ones a huge amount of money and conflict. On this week's episode of Decoding Retirement, Robert "Bob" Powell speaks with Colleen Carcone, director of wealth planning strategies at TIAA, about the essential steps you must take before creating an estate plan. Colleen discusses important documents, beneficiary designations, and the pros and cons of probate. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Making a plan for what happens to your assets when you're gone may seem uncomfortable, but it can spare your loved ones a huge amount of money and conflict. On this week's episode of Decoding Retirement, Robert "Bob" Powell speaks with Colleen Carcone, director of wealth planning strategies at TIAA, about the essential steps you must take before creating an estate plan. Colleen discusses important documents, beneficiary designations, and the pros and cons of probate.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1545 Half of Americans go into holiday debt - here's how to avoid it https://finance.yahoo.com/videos/series/decoding-retirement/ The new Harris Poll on holiday shopping, compiled by the American Institute of CPAs (AICPA), paints a picture of Americans teetering on a financial tightrope. Rising prices are especially being felt by retirees on fixed incomes looking to maximize their dollars as they purchase gifts for their loved ones this holiday season. On this special episode of Decoding Retirement, Robert "Bob" Powell speaks with Dan Snyder and Cary Sinnett from the AICPA about what retirees can do to mitigate the high cost of goods while ensuring their financial futures stay on firm ground. Dan and Cary discuss the benefits of limiting holiday spending to a certain percentage of your income, avoiding the credit card 'debt trap,' and tips to ensure you stay within a favorable tax bracket. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 09 Dec 2025 20:00:00 -0000 Half of Americans go into holiday debt - here's how to avoid it full Yahoo Finance Cary Sinnett and Dan Snyder The new Harris Poll on holiday shopping, compiled by the American Institute of CPAs (AICPA), paints a picture of Americans teetering on a financial tightrope. Rising prices are especially being felt by retirees on fixed incomes looking to maximize their dollars as they purchase gifts for their loved ones this holiday season. On this special episode of Decoding Retirement, Robert "Bob" Powell speaks with Dan Snyder and Cary Sinnett from the AICPA about what retirees can do to mitigate the high cost of goods while ensuring their financial futures stay on firm ground. Dan and Cary discuss the benefits of limiting holiday spending to a certain percentage of your income, avoiding the credit card 'debt trap,' and tips to ensure you stay within a favorable tax bracket. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices The new Harris Poll on holiday shopping, compiled by the American Institute of CPAs (AICPA), paints a picture of Americans teetering on a financial tightrope. Rising prices are especially being felt by retirees on fixed incomes looking to maximize their dollars as they purchase gifts for their loved ones this holiday season. On this special episode of Decoding Retirement, Robert "Bob" Powell speaks with Dan Snyder and Cary Sinnett from the AICPA about what retirees can do to mitigate the high cost of goods while ensuring their financial futures stay on firm ground. Dan and Cary discuss the benefits of limiting holiday spending to a certain percentage of your income, avoiding the credit card 'debt trap,' and tips to ensure you stay within a favorable tax bracket.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 2985 Why retirees are finally taking crypto seriously Cryptocurrency is gaining ground as an increasingly important asset across the world of finance, but does it hold promise as a way for retirees to grow their nest eggs? This week on Decoding Retirement, Robert "Bob" Powell speaks with Coinbase's chief security officer Philip Martin about the promise and perils of crypto. Martin discusses how to determine if a crypto platform is trustworthy, the basics of blockchain technology, and what red flags to look out for in transactions involving cryptocurrency. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 02 Dec 2025 20:00:00 -0000 full Yahoo Finance Cryptocurrency is gaining ground as an increasingly important asset across the world of finance, but does it hold promise as a way for retirees to grow their nest eggs? This week on Decoding Retirement, Robert "Bob" Powell speaks with Coinbase's chief security officer Philip Martin about the promise and perils of crypto. Martin discusses how to determine if a crypto platform is trustworthy, the basics of blockchain technology, and what red flags to look out for in transactions involving cryptocurrency. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Cryptocurrency is gaining ground as an increasingly important asset across the world of finance, but does it hold promise as a way for retirees to grow their nest eggs? This week on Decoding Retirement, Robert "Bob" Powell speaks with Coinbase's chief security officer Philip Martin about the promise and perils of crypto. Martin discusses how to determine if a crypto platform is trustworthy, the basics of blockchain technology, and what red flags to look out for in transactions involving cryptocurrency.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The Social Security mistake that costs couples $180k https://finance.yahoo.com/videos/series/decoding-retirement/ Planning for retirement can be one of the most consequential decisions of your life, especially in the 4-5 years directly preceding your departure from the workforce. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with financial planner Jeremy Keil about how to get the most out of your pre-retirement, and how solid preparation can make the difference between retiring comfortably or scrounging for savings. Jeremy discusses how to consider longevity in your financial planning, the significant importance of Social Security to your future financial security, and how healthcare costs could impact your savings. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Nov 2025 20:00:00 -0000 The Social Security mistake that costs couples $180k full Yahoo Finance Jeremy Keil Planning for retirement can be one of the most consequential decisions of your life, especially in the 4-5 years directly preceding your departure from the workforce. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with financial planner Jeremy Keil about how to get the most out of your pre-retirement, and how solid preparation can make the difference between retiring comfortably or scrounging for savings. Jeremy discusses how to consider longevity in your financial planning, the significant importance of Social Security to your future financial security, and how healthcare costs could impact your savings. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Planning for retirement can be one of the most consequential decisions of your life, especially in the 4-5 years directly preceding your departure from the workforce. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with financial planner Jeremy Keil about how to get the most out of your pre-retirement, and how solid preparation can make the difference between retiring comfortably or scrounging for savings. Jeremy discusses how to consider longevity in your financial planning, the significant importance of Social Security to your future financial security, and how healthcare costs could impact your savings. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

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]]> 1485 Why younger caregivers may need to work 7-21 extra years https://finance.yahoo.com/videos/series/decoding-retirement/ As America experiences a shortage of healthcare workers and an aging population, more and more families are being forced to shoulder the financial and emotional burden of caring for their loved ones. On this week's Decoding Retirement, host Robert "Bob" Powell dives into the details of a new study on caregiving with its author, John McHugh, associate professor at Virginia Commonwealth University. John and Bob discuss what to consider when choosing a state to retire in, helpful resources to ease the caregiving transition, and what you can do to prepare for cuts to Medicaid. Yahoo Finance's⁠ Decoding Retirement⁠ is hosted by Robert Powell. Find more episodes of Decoding Retirement at ⁠https://finance.yahoo.com/videos/series/decoding-retirement⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 18 Nov 2025 20:00:00 -0000 Why younger caregivers may need to work 7-21 extra years full Yahoo Finance John McHugh As America experiences a shortage of healthcare workers and an aging population, more and more families are being forced to shoulder the financial and emotional burden of caring for their loved ones. On this week's Decoding Retirement, host Robert "Bob" Powell dives into the details of a new study on caregiving with its author, John McHugh, associate professor at Virginia Commonwealth University. John and Bob discuss what to consider when choosing a state to retire in, helpful resources to ease the caregiving transition, and what you can do to prepare for cuts to Medicaid. Yahoo Finance's⁠ Decoding Retirement⁠ is hosted by Robert Powell. Find more episodes of Decoding Retirement at ⁠https://finance.yahoo.com/videos/series/decoding-retirement⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices As America experiences a shortage of healthcare workers and an aging population, more and more families are being forced to shoulder the financial and emotional burden of caring for their loved ones. On this week's Decoding Retirement, host Robert "Bob" Powell dives into the details of a new study on caregiving with its author, John McHugh, associate professor at Virginia Commonwealth University. John and Bob discuss what to consider when choosing a state to retire in, helpful resources to ease the caregiving transition, and what you can do to prepare for cuts to Medicaid. Yahoo Finance's⁠ Decoding Retirement⁠ is hosted by Robert Powell.

Find more episodes of Decoding Retirement at ⁠https://finance.yahoo.com/videos/series/decoding-retirement⁠.

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]]> 1485 Why a micro-retirement might be your smartest money move https://finance.yahoo.com/videos/series/decoding-retirement/ Has your career given you burnout? Are you wondering when you will be able to focus on the things that matter most to you? On this episode of Decoding Retirement, host Bob Powell speaks with author Jillian Johnsrud about her new book "Retire Often," and how taking several 'mini-retirements' throughout the course of your career could improve your life for the better. Jillian discusses the preparations required to 'mini-retire,' and how you can use your time away from work to focus on upskilling, building relationships, and taking care of personal matters. By working on self-care and self-improvement, Jillian suggests that your professional life can also benefit. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 11 Nov 2025 20:00:00 -0000 Why a micro-retirement might be your smartest money move full Yahoo Finance Jillian Johnsrud Has your career given you burnout? Are you wondering when you will be able to focus on the things that matter most to you? On this episode of Decoding Retirement, host Bob Powell speaks with author Jillian Johnsrud about her new book "Retire Often," and how taking several 'mini-retirements' throughout the course of your career could improve your life for the better. Jillian discusses the preparations required to 'mini-retire,' and how you can use your time away from work to focus on upskilling, building relationships, and taking care of personal matters. By working on self-care and self-improvement, Jillian suggests that your professional life can also benefit. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Has your career given you burnout? Are you wondering when you will be able to focus on the things that matter most to you? On this episode of Decoding Retirement, host Bob Powell speaks with author Jillian Johnsrud about her new book "Retire Often," and how taking several 'mini-retirements' throughout the course of your career could improve your life for the better. Jillian discusses the preparations required to 'mini-retire,' and how you can use your time away from work to focus on upskilling, building relationships, and taking care of personal matters. By working on self-care and self-improvement, Jillian suggests that your professional life can also benefit.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 5 smart money moves to make 5 years before retiring https://finance.yahoo.com/videos/series/decoding-retirement/ On this episode of Decoding Retirement, host Bob Powell discusses executive retirement with Amy Permenter, executive wealth strategist for Bank of America, revealing the essential steps to take to ensure your golden years are as successful as your working years. Amy speaks about the importance of understanding your company's benefits, navigating identity transition, and preparing for potential out-of-pocket healthcare costs. You don't have to be an executive to benefit from the practical retirement advice on this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Nov 2025 20:00:00 -0000 5 smart money moves to make 5 years before retiring full Yahoo Finance Amy Permenter On this episode of Decoding Retirement, host Bob Powell discusses executive retirement with Amy Permenter, executive wealth strategist for Bank of America, revealing the essential steps to take to ensure your golden years are as successful as your working years. Amy speaks about the importance of understanding your company's benefits, navigating identity transition, and preparing for potential out-of-pocket healthcare costs. You don't have to be an executive to benefit from the practical retirement advice on this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of Decoding Retirement, host Bob Powell discusses executive retirement with Amy Permenter, executive wealth strategist for Bank of America, revealing the essential steps to take to ensure your golden years are as successful as your working years. Amy speaks about the importance of understanding your company's benefits, navigating identity transition, and preparing for potential out-of-pocket healthcare costs. You don't have to be an executive to benefit from the practical retirement advice on this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The $3.4B scam epidemic targeting older Americans https://finance.yahoo.com/videos/series/decoding-retirement/ With the rise of AI, internet and phone-based scams are becoming harder to detect, especially among vulnerable populations like seniors. On this episode of Decoding Retirement, host Robert Powell speaks with Matthew Sommer, head of the specialist consulting group at Janus Henderson Investors, about the financial scams you need to look out for and what you can do if you're the victim of one. Matthew discusses different types of confidence scams, red flags to be wary of, and resources available to help those who have been scammed. To boost your awareness and protect your loved ones, check out this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 28 Oct 2025 19:00:00 -0000 The $3.4B scam epidemic targeting older Americans full Yahoo Finance Matthew Sommer With the rise of AI, internet and phone-based scams are becoming harder to detect, especially among vulnerable populations like seniors. On this episode of Decoding Retirement, host Robert Powell speaks with Matthew Sommer, head of the specialist consulting group at Janus Henderson Investors, about the financial scams you need to look out for and what you can do if you're the victim of one. Matthew discusses different types of confidence scams, red flags to be wary of, and resources available to help those who have been scammed. To boost your awareness and protect your loved ones, check out this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices With the rise of AI, internet and phone-based scams are becoming harder to detect, especially among vulnerable populations like seniors. On this episode of Decoding Retirement, host Robert Powell speaks with Matthew Sommer, head of the specialist consulting group at Janus Henderson Investors, about the financial scams you need to look out for and what you can do if you're the victim of one. Matthew discusses different types of confidence scams, red flags to be wary of, and resources available to help those who have been scammed. To boost your awareness and protect your loved ones, check out this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The $14,000 mistake retirees make during open enrollment https://finance.yahoo.com/videos/series/decoding-retirement/ Medicare's "dirty little secrets" - the hidden costs, coverage gaps and commission conflicts that could cost retirees thousands. You'll learn why so-called "free" Medicare Advantage plans aren't always what they seem, how switching plans can be risky, and what every retiree needs to know before open enrollment. Bob Powell and three distinguished Medicare experts will show you the truth about Medicare that the brochures don't tell you. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 21 Oct 2025 19:00:00 -0000 The $14,000 mistake retirees make during open enrollment full Yahoo Finance Medicare's "dirty little secrets" - the hidden costs, coverage gaps and commission conflicts that could cost retirees thousands. You'll learn why so-called "free" Medicare Advantage plans aren't always what they seem, how switching plans can be risky, and what every retiree needs to know before open enrollment. Bob Powell and three distinguished Medicare experts will show you the truth about Medicare that the brochures don't tell you. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Medicare's "dirty little secrets" - the hidden costs, coverage gaps and commission conflicts that could cost retirees thousands. You'll learn why so-called "free" Medicare Advantage plans aren't always what they seem, how switching plans can be risky, and what every retiree needs to know before open enrollment. Bob Powell and three distinguished Medicare experts will show you the truth about Medicare that the brochures don't tell you.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 2728 The costly Medicare Part D Mistake 95% of people make Choosing the right Medicare Part D plan could be the single biggest factor in helping you save thousands on your prescriptions each year. In this Decoding Retirement episode, Bob Powell and guest Katy Votava break down how to find the best drug coverage for 2026 - from understanding the different tiers to decoding copays and co-insurance. Learn why the cheapest plan isn’t always the best deal - and how one simple review could save you big at the pharmacy. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 17 Oct 2025 19:00:00 -0000 full Yahoo Finance Choosing the right Medicare Part D plan could be the single biggest factor in helping you save thousands on your prescriptions each year. In this Decoding Retirement episode, Bob Powell and guest Katy Votava break down how to find the best drug coverage for 2026 - from understanding the different tiers to decoding copays and co-insurance. Learn why the cheapest plan isn’t always the best deal - and how one simple review could save you big at the pharmacy. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Choosing the right Medicare Part D plan could be the single biggest factor in helping you save thousands on your prescriptions each year. In this Decoding Retirement episode, Bob Powell and guest Katy Votava break down how to find the best drug coverage for 2026 - from understanding the different tiers to decoding copays and co-insurance. Learn why the cheapest plan isn’t always the best deal - and how one simple review could save you big at the pharmacy.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1427 Medicare Advantage exposed: what’s changing in 2026 https://finance.yahoo.com/videos/series/decoding-retirement/ Medicare Advantage is more popular than ever, but also more confusing. More than 34 million Americans are enrolled in these Part C plans, yet many don’t understand how they differ from Original Medicare or what hidden costs to watch for. On day four of our Medicare Annual Enrollment series, host Bob Powell and guest Jae Oh break down how Advantage works, what’s changing in 2026, and how to avoid costly mistakes. This episode is your step-by-step guide to choosing the right plan before December 7th. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 16 Oct 2025 19:00:00 -0000 Medicare Advantage exposed: what’s changing in 2026 full Yahoo Finance Jae Oh Medicare Advantage is more popular than ever, but also more confusing. More than 34 million Americans are enrolled in these Part C plans, yet many don’t understand how they differ from Original Medicare or what hidden costs to watch for. On day four of our Medicare Annual Enrollment series, host Bob Powell and guest Jae Oh break down how Advantage works, what’s changing in 2026, and how to avoid costly mistakes. This episode is your step-by-step guide to choosing the right plan before December 7th. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Medicare Advantage is more popular than ever, but also more confusing. More than 34 million Americans are enrolled in these Part C plans, yet many don’t understand how they differ from Original Medicare or what hidden costs to watch for. On day four of our Medicare Annual Enrollment series, host Bob Powell and guest Jae Oh break down how Advantage works, what’s changing in 2026, and how to avoid costly mistakes. This episode is your step-by-step guide to choosing the right plan before December 7th.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1359 Don’t pick a Medicare plan until you use this tool Choosing the right Medicare plan can feel like solving a puzzle, but there’s one tool that can make it much easier. In this episode of Decoding Retirement, Bob Powell and Senior Vice President at KFF Tricia Neuman discuss down how to use the Medicare Plan Finder to compare plans, uncover hidden costs, and avoid costly mistakes. The Plan Finder helps you find the best value for prescriptions, doctors, and pharmacies. This episode gives retirees a simple roadmap to make smarter Medicare choices this enrollment season. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 Oct 2025 19:00:00 -0000 Don’t pick a Medicare plan until you use this tool full Yahoo Finance Tricia Neuman Choosing the right Medicare plan can feel like solving a puzzle, but there’s one tool that can make it much easier. In this episode of Decoding Retirement, Bob Powell and Senior Vice President at KFF Tricia Neuman discuss down how to use the Medicare Plan Finder to compare plans, uncover hidden costs, and avoid costly mistakes. The Plan Finder helps you find the best value for prescriptions, doctors, and pharmacies. This episode gives retirees a simple roadmap to make smarter Medicare choices this enrollment season. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Choosing the right Medicare plan can feel like solving a puzzle, but there’s one tool that can make it much easier. In this episode of Decoding Retirement, Bob Powell and Senior Vice President at KFF Tricia Neuman discuss down how to use the Medicare Plan Finder to compare plans, uncover hidden costs, and avoid costly mistakes. The Plan Finder helps you find the best value for prescriptions, doctors, and pharmacies. This episode gives retirees a simple roadmap to make smarter Medicare choices this enrollment season.

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]]> 1485 Should you keep or switch your Medicare plan? https://finance.yahoo.com/videos/series/decoding-retirement/ This is your step-by-step guide to deciding whether to keep, switch, or completely change your Medicare coverage. Decoding Retirement host, Robert “Bob” Powell and Medicare expert Marcia Mantell break down how to use Medicare.gov to compare plans, avoid costly Medigap mistakes, and spot red flags like rising copays or shrinking provider networks. This checklist-driven episode gives retirees the clarity and confidence to choose wisely for 2026. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 14 Oct 2025 19:00:00 -0000 Should you keep or switch your Medicare plan? full Yahoo Finance Marcia Mantell This is your step-by-step guide to deciding whether to keep, switch, or completely change your Medicare coverage. Decoding Retirement host, Robert “Bob” Powell and Medicare expert Marcia Mantell break down how to use Medicare.gov to compare plans, avoid costly Medigap mistakes, and spot red flags like rising copays or shrinking provider networks. This checklist-driven episode gives retirees the clarity and confidence to choose wisely for 2026. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices This is your step-by-step guide to deciding whether to keep, switch, or completely change your Medicare coverage. Decoding Retirement host, Robert “Bob” Powell and Medicare expert Marcia Mantell break down how to use Medicare.gov to compare plans, avoid costly Medigap mistakes, and spot red flags like rising copays or shrinking provider networks. This checklist-driven episode gives retirees the clarity and confidence to choose wisely for 2026.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The one Medicare letter you can’t afford to ignore https://finance.yahoo.com/videos/series/decoding-retirement/ Think you can skip your Medicare paperwork? Think again. The Annual Notice of Change (ANOC) could save you - or cost you - thousands of dollars. In this special episode of Decoding Retirement, host Robert “Bob” Powell breaks down the must-read sections of your ANOC. Bob and Medicare Rights Center president Fred Riccardi reveal why ignoring this document is risky, how to spot red flags that mean it’s time to switch plans, and where to find free, unbiased help before Medicare open enrollment ends. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 13 Oct 2025 22:19:00 -0000 The one Medicare letter you can’t afford to ignore full Yahoo Finance Fred Riccardi Think you can skip your Medicare paperwork? Think again. The Annual Notice of Change (ANOC) could save you - or cost you - thousands of dollars. In this special episode of Decoding Retirement, host Robert “Bob” Powell breaks down the must-read sections of your ANOC. Bob and Medicare Rights Center president Fred Riccardi reveal why ignoring this document is risky, how to spot red flags that mean it’s time to switch plans, and where to find free, unbiased help before Medicare open enrollment ends. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Think you can skip your Medicare paperwork? Think again. The Annual Notice of Change (ANOC) could save you - or cost you - thousands of dollars. In this special episode of Decoding Retirement, host Robert “Bob” Powell breaks down the must-read sections of your ANOC. Bob and Medicare Rights Center president Fred Riccardi reveal why ignoring this document is risky, how to spot red flags that mean it’s time to switch plans, and where to find free, unbiased help before Medicare open enrollment ends. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1416 Why Gen X faces the hardest retirement yet https://finance.yahoo.com/videos/series/decoding-retirement/ Generation X has long been regarded as scrappy and resourceful, having come of age during a period of significant societal and economic shifts. Now, as the oldest cohort of Gen X'ers begin to enter their golden years, they're finding that retirement may be more than they bargained for. On this week's Decoding Retirement, host Robert "Bob" Powell speaks with Kerry Hannon, Yahoo Finance columnist and the author of "Retirement Bites: A Gen X Guide to Securing Your Financial Future," about what Gen X can do to prepare for the road ahead. Kerry discusses how extending your career could bring much-needed financial relief, making the most of retirement accounts, and how Gen X business owners should approach selling their businesses. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 07 Oct 2025 19:00:00 -0000 Why Gen X faces the hardest retirement yet full Yahoo Finance Kerry Hannon Generation X has long been regarded as scrappy and resourceful, having come of age during a period of significant societal and economic shifts. Now, as the oldest cohort of Gen X'ers begin to enter their golden years, they're finding that retirement may be more than they bargained for. On this week's Decoding Retirement, host Robert "Bob" Powell speaks with Kerry Hannon, Yahoo Finance columnist and the author of "Retirement Bites: A Gen X Guide to Securing Your Financial Future," about what Gen X can do to prepare for the road ahead. Kerry discusses how extending your career could bring much-needed financial relief, making the most of retirement accounts, and how Gen X business owners should approach selling their businesses. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Generation X has long been regarded as scrappy and resourceful, having come of age during a period of significant societal and economic shifts. Now, as the oldest cohort of Gen X'ers begin to enter their golden years, they're finding that retirement may be more than they bargained for. On this week's Decoding Retirement, host Robert "Bob" Powell speaks with Kerry Hannon, Yahoo Finance columnist and the author of "Retirement Bites: A Gen X Guide to Securing Your Financial Future," about what Gen X can do to prepare for the road ahead. Kerry discusses how extending your career could bring much-needed financial relief, making the most of retirement accounts, and how Gen X business owners should approach selling their businesses. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1484 Why every retiree needs to rethink their tax plan https://finance.yahoo.com/videos/series/decoding-retirement/ The newly passed "One Big Beautiful Bill Act" has enormous financial repercussions, especially for those people living in or planning for retirement. On this episode of Decoding Retirement, host Robert "Bob" Powell analyzes the bill with tax expert Robert Keebler of Keebler and Associates LLP, discussing the major provisions that you need to know. Keebler reveals essential strategies to navigate the SALT deduction cap, maximize your available deductions, and take advantage of favorable tax rates. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 30 Sep 2025 19:00:00 -0000 Why every retiree needs to rethink their tax plan full Yahoo Finance Robert Keebler The newly passed "One Big Beautiful Bill Act" has enormous financial repercussions, especially for those people living in or planning for retirement. On this episode of Decoding Retirement, host Robert "Bob" Powell analyzes the bill with tax expert Robert Keebler of Keebler and Associates LLP, discussing the major provisions that you need to know. Keebler reveals essential strategies to navigate the SALT deduction cap, maximize your available deductions, and take advantage of favorable tax rates. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices The newly passed "One Big Beautiful Bill Act" has enormous financial repercussions, especially for those people living in or planning for retirement. On this episode of Decoding Retirement, host Robert "Bob" Powell analyzes the bill with tax expert Robert Keebler of Keebler and Associates LLP, discussing the major provisions that you need to know. Keebler reveals essential strategies to navigate the SALT deduction cap, maximize your available deductions, and take advantage of favorable tax rates. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 How much money do you really need to retire? https://finance.yahoo.com/videos/series/decoding-retirement/ As prices and inflation continue to rise, planning ahead for retirement has become even more important. But how can people assess their eventual costs and ensure they don't exceed their sources of income when the future is so difficult to predict? On this week's episode of Decoding Retirement, host Robert "Bob" Powell speaks with Jean Chatzky, host of the HerMoney Podcast, about her proven strategies to build up the savings you will rely on through your golden years. Jean discusses the importance of calculating your day-to-day costs, valuable financial tools that could provide extra income, and whether retirees can still count on Social Security to support them. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 23 Sep 2025 19:00:00 -0000 How much money do you really need to retire? full Yahoo Finance Jean Chatzky As prices and inflation continue to rise, planning ahead for retirement has become even more important. But how can people assess their eventual costs and ensure they don't exceed their sources of income when the future is so difficult to predict? On this week's episode of Decoding Retirement, host Robert "Bob" Powell speaks with Jean Chatzky, host of the HerMoney Podcast, about her proven strategies to build up the savings you will rely on through your golden years. Jean discusses the importance of calculating your day-to-day costs, valuable financial tools that could provide extra income, and whether retirees can still count on Social Security to support them. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices As prices and inflation continue to rise, planning ahead for retirement has become even more important. But how can people assess their eventual costs and ensure they don't exceed their sources of income when the future is so difficult to predict? On this week's episode of Decoding Retirement, host Robert "Bob" Powell speaks with Jean Chatzky, host of the HerMoney Podcast, about her proven strategies to build up the savings you will rely on through your golden years. Jean discusses the importance of calculating your day-to-day costs, valuable financial tools that could provide extra income, and whether retirees can still count on Social Security to support them. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1484 Government shutdown: Jean Chatzky on what retirees need to know A Federal government shutdown could be well on its way to happening in September. How will those preparing for or living in retirement be affected? In this Decoding Retirement Q&A, host Robert "Bob" Powell gets some answers from Jean Chatzky, financial expert and host of the HerMoney Podcast. Jean reveals whether government benefits will be disrupted, how retirement investments may fare, and what most worries her about a potential government shutdown. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 Sep 2025 19:00:00 -0000 bonus Yahoo Finance A Federal government shutdown could be well on its way to happening in September. How will those preparing for or living in retirement be affected? In this Decoding Retirement Q&A, host Robert "Bob" Powell gets some answers from Jean Chatzky, financial expert and host of the HerMoney Podcast. Jean reveals whether government benefits will be disrupted, how retirement investments may fare, and what most worries her about a potential government shutdown. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices A Federal government shutdown could be well on its way to happening in September. How will those preparing for or living in retirement be affected? In this Decoding Retirement Q&A, host Robert "Bob" Powell gets some answers from Jean Chatzky, financial expert and host of the HerMoney Podcast. Jean reveals whether government benefits will be disrupted, how retirement investments may fare, and what most worries her about a potential government shutdown.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 156 Why $1.7 trillion is left behind in forgotten 401(k)s https://finance.yahoo.com/videos/series/decoding-retirement/ Living a long and happy life in retirement is a goal that is surprisingly within reach for many people, as long as the right steps are taken before you get there. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Debra Whitman, AARP's chief public policy officer and author of “The Second Fifty,” about the surprising answers to retirement's most challenging questions. Debra discusses the importance of where you live, maintaining strong relationships, and utilizing helpful tools like AARP's Livability Index to create a roadmap for your retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 16 Sep 2025 19:00:00 -0000 Why $1.7 trillion is left behind in forgotten 401(k)s full Yahoo Finance Debra Whitman Living a long and happy life in retirement is a goal that is surprisingly within reach for many people, as long as the right steps are taken before you get there. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Debra Whitman, AARP's chief public policy officer and author of “The Second Fifty,” about the surprising answers to retirement's most challenging questions. Debra discusses the importance of where you live, maintaining strong relationships, and utilizing helpful tools like AARP's Livability Index to create a roadmap for your retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Living a long and happy life in retirement is a goal that is surprisingly within reach for many people, as long as the right steps are taken before you get there. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Debra Whitman, AARP's chief public policy officer and author of “The Second Fifty,” about the surprising answers to retirement's most challenging questions. Debra discusses the importance of where you live, maintaining strong relationships, and utilizing helpful tools like AARP's Livability Index to create a roadmap for your retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1484 4 steps to rebuild your life after retirement https://finance.yahoo.com/videos/series/decoding-retirement/ Plenty of people work hard to reach their retirement, only to find that life after a career can be less satisfying than they thought. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Elizabeth Zelinka Parsons, author of "Encore: A High Achiever's Guide to Thriving in Retirement," about the steps you can take to ensure a rewarding and adventurous life after work. Elizabeth discusses how social interaction can be a powerful motivator to stay at your job, how to find measures of personal success beyond just income, and how being open to the unknown can lead to an exciting "second act" in your life. Whether you are already living in retirement or just planning ahead for it, there's something for everyone on this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 09 Sep 2025 19:00:00 -0000 4 steps to rebuild your life after retirement full Yahoo Finance Elizabeth Zelinka Parsons Plenty of people work hard to reach their retirement, only to find that life after a career can be less satisfying than they thought. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Elizabeth Zelinka Parsons, author of "Encore: A High Achiever's Guide to Thriving in Retirement," about the steps you can take to ensure a rewarding and adventurous life after work. Elizabeth discusses how social interaction can be a powerful motivator to stay at your job, how to find measures of personal success beyond just income, and how being open to the unknown can lead to an exciting "second act" in your life. Whether you are already living in retirement or just planning ahead for it, there's something for everyone on this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Plenty of people work hard to reach their retirement, only to find that life after a career can be less satisfying than they thought. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Elizabeth Zelinka Parsons, author of "Encore: A High Achiever's Guide to Thriving in Retirement," about the steps you can take to ensure a rewarding and adventurous life after work. Elizabeth discusses how social interaction can be a powerful motivator to stay at your job, how to find measures of personal success beyond just income, and how being open to the unknown can lead to an exciting "second act" in your life. Whether you are already living in retirement or just planning ahead for it, there's something for everyone on this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The missing piece in your retirement puzzle: Homeowner's insurance https://finance.yahoo.com/videos/series/decoding-retirement/ Budget-conscious consumers are known for cutting corners to save money on everyday expenses. But when it comes to insurance, choosing cheap policies now may potentially add higher costs in the long run. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Meaghan Dowd, director of insurance at Holistiplan, about how making the wrong choices with your insurance could adversely affect your retirement. Meaghan discusses asset depreciation, outgrowing your policy, and thinking about ways to mitigate risk to your home. Discover new ways to protect your assets for the future by listening to this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 02 Sep 2025 19:00:00 -0000 The missing piece in your retirement puzzle: Homeowner's insurance full Yahoo Finance Meaghan Dowd Budget-conscious consumers are known for cutting corners to save money on everyday expenses. But when it comes to insurance, choosing cheap policies now may potentially add higher costs in the long run. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Meaghan Dowd, director of insurance at Holistiplan, about how making the wrong choices with your insurance could adversely affect your retirement. Meaghan discusses asset depreciation, outgrowing your policy, and thinking about ways to mitigate risk to your home. Discover new ways to protect your assets for the future by listening to this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Budget-conscious consumers are known for cutting corners to save money on everyday expenses. But when it comes to insurance, choosing cheap policies now may potentially add higher costs in the long run. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Meaghan Dowd, director of insurance at Holistiplan, about how making the wrong choices with your insurance could adversely affect your retirement. Meaghan discusses asset depreciation, outgrowing your policy, and thinking about ways to mitigate risk to your home. Discover new ways to protect your assets for the future by listening to this week's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1418 How most families get retirement wrong https://finance.yahoo.com/videos/series/decoding-retirement/ Conventional wisdom can only get you so far, especially when dealing with unforeseen life events that might permanently change your plans. On this week's episode of Decoding Retirement, host Robert "Bob" Powell speaks with Keith Wargo, president and CEO of Autism Speaks, about the financial necessities of autism care. Keith discusses resources to help families affected by autism, the importance of setting up special needs trusts, and ways to stay on track for retirement. Later in the episode, Bob chats with Zvi Bodie, Boston University professor of management emeritus, about why the risks inherent in buying stocks may be higher than you think. Tune in now for two important conversations on one eye-opening episode of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 26 Aug 2025 19:00:00 -0000 How most families get retirement wrong full Yahoo Finance Keith Wargo and Zvi Bodie Conventional wisdom can only get you so far, especially when dealing with unforeseen life events that might permanently change your plans. On this week's episode of Decoding Retirement, host Robert "Bob" Powell speaks with Keith Wargo, president and CEO of Autism Speaks, about the financial necessities of autism care. Keith discusses resources to help families affected by autism, the importance of setting up special needs trusts, and ways to stay on track for retirement. Later in the episode, Bob chats with Zvi Bodie, Boston University professor of management emeritus, about why the risks inherent in buying stocks may be higher than you think. Tune in now for two important conversations on one eye-opening episode of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Conventional wisdom can only get you so far, especially when dealing with unforeseen life events that might permanently change your plans. On this week's episode of Decoding Retirement, host Robert "Bob" Powell speaks with Keith Wargo, president and CEO of Autism Speaks, about the financial necessities of autism care. Keith discusses resources to help families affected by autism, the importance of setting up special needs trusts, and ways to stay on track for retirement. Later in the episode, Bob chats with Zvi Bodie, Boston University professor of management emeritus, about why the risks inherent in buying stocks may be higher than you think. Tune in now for two important conversations on one eye-opening episode of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Healthcare costs can make or break your retirement https://finance.yahoo.com/videos/series/decoding-retirement/ The best laid plans for retirement can be totally upended by an unexpected medical emergency, especially if you don't have a reserve of savings to draw from. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Sudipto Banerjee, global retirement strategist at T. Rowe Price, about what you can do to factor healthcare costs into your retirement planning. Sudipto discusses maximizing tax efficiency with Health Savings Accounts, whether you should consider a Medigap policy, and whether de-risking some of your investments as you enter retirement may be the right move. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 19 Aug 2025 19:00:00 -0000 Healthcare costs can make or break your retirement full Yahoo Finance Sudipto Banerjee The best laid plans for retirement can be totally upended by an unexpected medical emergency, especially if you don't have a reserve of savings to draw from. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Sudipto Banerjee, global retirement strategist at T. Rowe Price, about what you can do to factor healthcare costs into your retirement planning. Sudipto discusses maximizing tax efficiency with Health Savings Accounts, whether you should consider a Medigap policy, and whether de-risking some of your investments as you enter retirement may be the right move. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices The best laid plans for retirement can be totally upended by an unexpected medical emergency, especially if you don't have a reserve of savings to draw from. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Sudipto Banerjee, global retirement strategist at T. Rowe Price, about what you can do to factor healthcare costs into your retirement planning. Sudipto discusses maximizing tax efficiency with Health Savings Accounts, whether you should consider a Medigap policy, and whether de-risking some of your investments as you enter retirement may be the right move. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Why fears of a retirement crisis may be overblown https://finance.yahoo.com/videos/series/decoding-retirement/ The steady stream of dire news about Social Security continues to affect retirement plans around the country; but one man is surprisingly optimistic about its future. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Andrew Biggs of the American Enterprise Institute. Biggs reveals that retirees tend to be much more confident in their savings, and discusses why the doom and gloom about Social Security may be premature. For a refreshingly contrarian take on retirement in America, listen to this week's installment of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 12 Aug 2025 19:00:00 -0000 Why fears of a retirement crisis may be overblown full Yahoo Finance Andrew Biggs The steady stream of dire news about Social Security continues to affect retirement plans around the country; but one man is surprisingly optimistic about its future. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Andrew Biggs of the American Enterprise Institute. Biggs reveals that retirees tend to be much more confident in their savings, and discusses why the doom and gloom about Social Security may be premature. For a refreshingly contrarian take on retirement in America, listen to this week's installment of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices The steady stream of dire news about Social Security continues to affect retirement plans around the country; but one man is surprisingly optimistic about its future. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Andrew Biggs of the American Enterprise Institute. Biggs reveals that retirees tend to be much more confident in their savings, and discusses why the doom and gloom about Social Security may be premature. For a refreshingly contrarian take on retirement in America, listen to this week's installment of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1457 Caregiving is the $600 billion crisis hiding in plain sight https://finance.yahoo.com/videos/series/decoding-retirement/ With a rapidly aging workforce, budgeting time and money for caregiving has become even more crucial for the average American. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with MIT AgeLab director Joe Coughlin, who shares his unique perspective on the advancements and challenges that await retirees. Coughlin also discusses the impact of unpaid caregiving on family finances, maintaining cash flow after retirement, and the financial benefits of residing in livable communities. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Aug 2025 19:00:00 -0000 Caregiving is the $600 billion crisis hiding in plain sight full Yahoo Finance Joe Coughlin With a rapidly aging workforce, budgeting time and money for caregiving has become even more crucial for the average American. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with MIT AgeLab director Joe Coughlin, who shares his unique perspective on the advancements and challenges that await retirees. Coughlin also discusses the impact of unpaid caregiving on family finances, maintaining cash flow after retirement, and the financial benefits of residing in livable communities. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices With a rapidly aging workforce, budgeting time and money for caregiving has become even more crucial for the average American.

On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with MIT AgeLab director Joe Coughlin, who shares his unique perspective on the advancements and challenges that await retirees. Coughlin also discusses the impact of unpaid caregiving on family finances, maintaining cash flow after retirement, and the financial benefits of residing in livable communities.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Dr. Oz’s plan to stop Medicare waste and rising costs https://finance.yahoo.com/videos/series/decoding-retirement/ Dr. Mehmet Oz, now head of the Centers for Medicare & Medicaid Services, lays it out plain: healthcare isn’t just a cost, it’s an investment to win the future. Want to fix Medicare, Medicaid, and save America trillions? Dr Oz says get people healthy, working, and off government dependency.  On Decoding Retirement, Dr. Oz tells host Bob Powell that he is cutting waste within Medicare and Medicaid - and demanding results.  He backs work requirements as common sense and insists medical debt must be tackled through price transparency and enforcement. Rising Medicare premiums? He’s pushing reforms to protect seniors’ wallets. Bottom line: Oz tells Powell he’s in the “change business” - and he’s here to make healthcare work for hardworking Americans. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 29 Jul 2025 19:00:00 -0000 Dr. Oz’s plan to stop Medicare waste and rising costs full Yahoo Finance Dr. Mehmet Oz Dr. Mehmet Oz, now head of the Centers for Medicare & Medicaid Services, lays it out plain: healthcare isn’t just a cost, it’s an investment to win the future. Want to fix Medicare, Medicaid, and save America trillions? Dr Oz says get people healthy, working, and off government dependency.  On Decoding Retirement, Dr. Oz tells host Bob Powell that he is cutting waste within Medicare and Medicaid - and demanding results.  He backs work requirements as common sense and insists medical debt must be tackled through price transparency and enforcement. Rising Medicare premiums? He’s pushing reforms to protect seniors’ wallets. Bottom line: Oz tells Powell he’s in the “change business” - and he’s here to make healthcare work for hardworking Americans. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Dr. Mehmet Oz, now head of the Centers for Medicare & Medicaid Services, lays it out plain: healthcare isn’t just a cost, it’s an investment to win the future. Want to fix Medicare, Medicaid, and save America trillions? Dr Oz says get people healthy, working, and off government dependency.  On Decoding Retirement, Dr. Oz tells host Bob Powell that he is cutting waste within Medicare and Medicaid - and demanding results.  He backs work requirements as common sense and insists medical debt must be tackled through price transparency and enforcement. Rising Medicare premiums? He’s pushing reforms to protect seniors’ wallets. Bottom line: Oz tells Powell he’s in the “change business” - and he’s here to make healthcare work for hardworking Americans.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1692 A retirement crisis could be coming– here's how to prepare https://finance.yahoo.com/videos/series/decoding-retirement/ As benefits are cut and Social Security approaches possible insolvency, retirees are being asked to work longer and accept fewer benefits. Is this inevitable, or is an alternative outcome possible? On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Teresa Ghilarducci, Professor of Economics at The New School, about challenging the conventional assumptions around retirement. Teresa discusses the 'retirement gap,' the ways retirees can speak out against cuts, and how guaranteed retirement accounts could be an effective way to support Americans through their golden years. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 22 Jul 2025 19:00:00 -0000 A retirement crisis could be coming– here's how to prepare full Yahoo Finance Teresa Ghilarducci As benefits are cut and Social Security approaches possible insolvency, retirees are being asked to work longer and accept fewer benefits. Is this inevitable, or is an alternative outcome possible? On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Teresa Ghilarducci, Professor of Economics at The New School, about challenging the conventional assumptions around retirement. Teresa discusses the 'retirement gap,' the ways retirees can speak out against cuts, and how guaranteed retirement accounts could be an effective way to support Americans through their golden years. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices As benefits are cut and Social Security approaches possible insolvency, retirees are being asked to work longer and accept fewer benefits. Is this inevitable, or is an alternative outcome possible? On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with Teresa Ghilarducci, Professor of Economics at The New School, about challenging the conventional assumptions around retirement. Teresa discusses the 'retirement gap,' the ways retirees can speak out against cuts, and how guaranteed retirement accounts could be an effective way to support Americans through their golden years.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Will Social Security run out of money sooner than you think? https://finance.yahoo.com/videos/series/decoding-retirement/ Prospective retirees hoping to cash in their Social Security after 2033 may be in for a rude awakening. The 2025 Trustees Report confirmed that the program will only be able to pay 77% of the expected disbursements after 2033, and with the expected tax cuts from the new Republican budget bill, that number could shrink even faster. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with certified retirement management advisor Marcia Mantell about these findings and more, delving into the serious implications for your retirement. Marcia discusses what you can do to make up for the shortfall, how US birth rates may be affecting financial projections, and the potential effects of up to 8 million people losing their healthcare coverage through the Affordable Care Act. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 15 Jul 2025 19:00:00 -0000 Will Social Security run out of money sooner than you think? full Yahoo Finance Marcia Mantell Prospective retirees hoping to cash in their Social Security after 2033 may be in for a rude awakening. The 2025 Trustees Report confirmed that the program will only be able to pay 77% of the expected disbursements after 2033, and with the expected tax cuts from the new Republican budget bill, that number could shrink even faster. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with certified retirement management advisor Marcia Mantell about these findings and more, delving into the serious implications for your retirement. Marcia discusses what you can do to make up for the shortfall, how US birth rates may be affecting financial projections, and the potential effects of up to 8 million people losing their healthcare coverage through the Affordable Care Act. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Prospective retirees hoping to cash in their Social Security after 2033 may be in for a rude awakening. The 2025 Trustees Report confirmed that the program will only be able to pay 77% of the expected disbursements after 2033, and with the expected tax cuts from the new Republican budget bill, that number could shrink even faster. On this episode of Decoding Retirement, host Robert "Bob" Powell speaks with certified retirement management advisor Marcia Mantell about these findings and more, delving into the serious implications for your retirement. Marcia discusses what you can do to make up for the shortfall, how US birth rates may be affecting financial projections, and the potential effects of up to 8 million people losing their healthcare coverage through the Affordable Care Act.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 New bill, new rules: What retirees need to know before it's too late https://finance.yahoo.com/videos/series/decoding-retirement/ The Republican tax bill has been signed into law, and many of its provisions will affect retirement and benefits for millions of Americans. On this episode of Decoding Retirement, host Robert "Bob" Powell discusses the bill with Jae Oh, CFP and education fellow at the Alliance for Lifetime Income, diving into the complex provisions and adjustments that could directly impact you. Jae gives his expert insight on changes in plan eligibility, funding for Medicare, and increases in the cost of coverage. For actionable advice that will get you ahead of the curve, check out this episode of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 08 Jul 2025 19:00:00 -0000 New bill, new rules: What retirees need to know before it's too late full Yahoo Finance Jae Oh The Republican tax bill has been signed into law, and many of its provisions will affect retirement and benefits for millions of Americans. On this episode of Decoding Retirement, host Robert "Bob" Powell discusses the bill with Jae Oh, CFP and education fellow at the Alliance for Lifetime Income, diving into the complex provisions and adjustments that could directly impact you. Jae gives his expert insight on changes in plan eligibility, funding for Medicare, and increases in the cost of coverage. For actionable advice that will get you ahead of the curve, check out this episode of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices The Republican tax bill has been signed into law, and many of its provisions will affect retirement and benefits for millions of Americans. On this episode of Decoding Retirement, host Robert "Bob" Powell discusses the bill with Jae Oh, CFP and education fellow at the Alliance for Lifetime Income, diving into the complex provisions and adjustments that could directly impact you. Jae gives his expert insight on changes in plan eligibility, funding for Medicare, and increases in the cost of coverage. For actionable advice that will get you ahead of the curve, check out this episode of Decoding Retirement.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Costly IRA mistakes could crush your retirement https://finance.yahoo.com/videos/series/decoding-retirement/ What are the biggest mistakes people make when managing their retirement accounts? This week on Decoding Retirement, Robert "Bob" Powell dives into the complex world of IRAs with "the IRA Whisperer" Denise Appleby, CEO of Appleby Retirement Consulting. Denise discusses what to do if you miss your required minimum distribution, the best way to do a 401(k) rollover, and the IRS forms you need to stay on top of your retirement. To hear expert insight on a key component of retirement planning, check out this episode of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 01 Jul 2025 19:00:00 -0000 Costly IRA mistakes could crush your retirement full Yahoo Finance Denise Appleby What are the biggest mistakes people make when managing their retirement accounts? This week on Decoding Retirement, Robert "Bob" Powell dives into the complex world of IRAs with "the IRA Whisperer" Denise Appleby, CEO of Appleby Retirement Consulting. Denise discusses what to do if you miss your required minimum distribution, the best way to do a 401(k) rollover, and the IRS forms you need to stay on top of your retirement. To hear expert insight on a key component of retirement planning, check out this episode of Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices What are the biggest mistakes people make when managing their retirement accounts? This week on Decoding Retirement, Robert "Bob" Powell dives into the complex world of IRAs with "the IRA Whisperer" Denise Appleby, CEO of Appleby Retirement Consulting. Denise discusses what to do if you miss your required minimum distribution, the best way to do a 401(k) rollover, and the IRS forms you need to stay on top of your retirement. To hear expert insight on a key component of retirement planning, check out this episode of Decoding Retirement.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The secret to a great retirement: Think like an engineer https://finance.yahoo.com/videos/series/decoding-retirement/ Can AI really replace a skilled financial professional? In this episode of Decoding Retirement, Robert "Bob" Powell speaks with Nick Holeman, director of financial planning at Betterment, about why you might not want to ditch your adviser for a chatbot just yet. Nick also discusses how to utilize the Roth conversion window, how political uncertainty is affecting the market, and approaching your investments algorithmically to focus on goals, not just growth. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 24 Jun 2025 19:00:00 -0000 The secret to a great retirement: Think like an engineer full Yahoo Finance Nick Holeman Can AI really replace a skilled financial professional? In this episode of Decoding Retirement, Robert "Bob" Powell speaks with Nick Holeman, director of financial planning at Betterment, about why you might not want to ditch your adviser for a chatbot just yet. Nick also discusses how to utilize the Roth conversion window, how political uncertainty is affecting the market, and approaching your investments algorithmically to focus on goals, not just growth. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Can AI really replace a skilled financial professional? In this episode of Decoding Retirement, Robert "Bob" Powell speaks with Nick Holeman, director of financial planning at Betterment, about why you might not want to ditch your adviser for a chatbot just yet. Nick also discusses how to utilize the Roth conversion window, how political uncertainty is affecting the market, and approaching your investments algorithmically to focus on goals, not just growth. Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The number 1 mistake retirees make with money https://finance.yahoo.com/videos/series/decoding-retirement/ Planning for what happens to your finances when you're gone can be a tough but necessary conversation. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Jeffrey Levine, chief planning officer of Focus Partners Wealth, about balancing a happy retirement with a sizable nest egg for your family to inherit. Jeffrey discusses how to maximize tax efficiency, how aggressive your portfolio should be, and how to ensure your expenses don't exceed your income. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 17 Jun 2025 19:00:00 -0000 The number 1 mistake retirees make with money full Yahoo Finance Jeffrey Levine Planning for what happens to your finances when you're gone can be a tough but necessary conversation. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Jeffrey Levine, chief planning officer of Focus Partners Wealth, about balancing a happy retirement with a sizable nest egg for your family to inherit. Jeffrey discusses how to maximize tax efficiency, how aggressive your portfolio should be, and how to ensure your expenses don't exceed your income. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Planning for what happens to your finances when you're gone can be a tough but necessary conversation. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Jeffrey Levine, chief planning officer of Focus Partners Wealth, about balancing a happy retirement with a sizable nest egg for your family to inherit. Jeffrey discusses how to maximize tax efficiency, how aggressive your portfolio should be, and how to ensure your expenses don't exceed your income.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1422 What does the 'big beautiful bill' mean for your retirement? https://finance.yahoo.com/videos/series/decoding-retirement/ As the Trump administration's budget bill works its way through Congress, many people are wondering how the bill's provisions on taxes and Social Security will affect their finances. On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Lisa Featherngill, national director of wealth planning at Comerica Bank. Lisa discusses what deductions are likely to stay in the bill, the solvency of Social Security, and how retirees may have to adjust their spending. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 10 Jun 2025 19:00:00 -0000 What does the 'big beautiful bill' mean for your retirement? full Yahoo Finance Lisa Featherngill As the Trump administration's budget bill works its way through Congress, many people are wondering how the bill's provisions on taxes and Social Security will affect their finances. On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Lisa Featherngill, national director of wealth planning at Comerica Bank. Lisa discusses what deductions are likely to stay in the bill, the solvency of Social Security, and how retirees may have to adjust their spending. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices As the Trump administration's budget bill works its way through Congress, many people are wondering how the bill's provisions on taxes and Social Security will affect their finances. On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Lisa Featherngill, national director of wealth planning at Comerica Bank. Lisa discusses what deductions are likely to stay in the bill, the solvency of Social Security, and how retirees may have to adjust their spending.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Inside the silver tsunami: 4.2M Americans turning 65 https://finance.yahoo.com/videos/series/decoding-retirement/ Are you part of the record-breaking cohort of people reaching retirement age this year? On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Fiona Greig, global head of investor research and policy at Vanguard. Fiona discusses how to generate steady income to last through your golden years, and sheds light on helpful tools like auto-enrollment in company retirement plans and asset calculators to give your retirement a boost. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Jun 2025 19:00:00 -0000 Inside the silver tsunami: 4.2M Americans turning 65 full Yahoo Finance Fiona Greig Are you part of the record-breaking cohort of people reaching retirement age this year? On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Fiona Greig, global head of investor research and policy at Vanguard. Fiona discusses how to generate steady income to last through your golden years, and sheds light on helpful tools like auto-enrollment in company retirement plans and asset calculators to give your retirement a boost. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Are you part of the record-breaking cohort of people reaching retirement age this year? On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Fiona Greig, global head of investor research and policy at Vanguard. Fiona discusses how to generate steady income to last through your golden years, and sheds light on helpful tools like auto-enrollment in company retirement plans and asset calculators to give your retirement a boost.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 College is pricier than ever– here’s how you make it cheaper https://finance.yahoo.com/videos/series/decoding-retirement/ College has long been seen as a ticket to the middle class, but does that still hold true when paying for college seems more and more out of reach for the average American family? On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Tricia Scarlata, head of education savings for J.P. Morgan Asset Management. Both being parents of college-age children, Bob and Tricia talk about the importance of saving early in tax-advantaged accounts, being realistic about financial aid, and how retirement savings are often affected by paying for your child's education. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 27 May 2025 19:00:00 -0000 College is pricier than ever– here’s how you make it cheaper full Yahoo Finance Tricia Scarlata College has long been seen as a ticket to the middle class, but does that still hold true when paying for college seems more and more out of reach for the average American family? On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Tricia Scarlata, head of education savings for J.P. Morgan Asset Management. Both being parents of college-age children, Bob and Tricia talk about the importance of saving early in tax-advantaged accounts, being realistic about financial aid, and how retirement savings are often affected by paying for your child's education. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices College has long been seen as a ticket to the middle class, but does that still hold true when paying for college seems more and more out of reach for the average American family? On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Tricia Scarlata, head of education savings for J.P. Morgan Asset Management. Both being parents of college-age children, Bob and Tricia talk about the importance of saving early in tax-advantaged accounts, being realistic about financial aid, and how retirement savings are often affected by paying for your child's education.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The hidden costs of caregiving https://finance.yahoo.com/videos/series/decoding-retirement/ On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Chris Herman, head of personal retirement at Bank of America Merrill Lynch. Having dealt with caregiving for his mother for nearly 25 years, Chris discusses the often unforeseen difficulties that come with managing finances for an elderly family member. In this wide-ranging conversation, Bob and Chris talk about the necessity of having difficult conversations, budgeting for anticipated future expenses, and making sure your children are also getting a financial education. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 20 May 2025 19:00:00 -0000 The hidden costs of caregiving full Yahoo Finance Chris Herman On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Chris Herman, head of personal retirement at Bank of America Merrill Lynch. Having dealt with caregiving for his mother for nearly 25 years, Chris discusses the often unforeseen difficulties that come with managing finances for an elderly family member. In this wide-ranging conversation, Bob and Chris talk about the necessity of having difficult conversations, budgeting for anticipated future expenses, and making sure your children are also getting a financial education. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Chris Herman, head of personal retirement at Bank of America Merrill Lynch. Having dealt with caregiving for his mother for nearly 25 years, Chris discusses the often unforeseen difficulties that come with managing finances for an elderly family member. In this wide-ranging conversation, Bob and Chris talk about the necessity of having difficult conversations, budgeting for anticipated future expenses, and making sure your children are also getting a financial education.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 What will 'the new retirement' mean for you? https://finance.yahoo.com/videos/series/decoding-retirement/ The new administration has made some people uneasy about the future of Social Security and whether or not it will remain solvent when they expect to retire.On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Andy Smith, executive director of financial planning at Edelman Financial Engines, about facing retirement with a "one-size-fits-none" approach. Smith emphasizes maximizing tax efficiency for your income withdrawals, being realistic about your goals, and the impact of longevity on your retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 13 May 2025 19:00:00 -0000 What will "the new retirement" mean for you? full Yahoo Finance Andy Smith The new administration has made some people uneasy about the future of Social Security and whether or not it will remain solvent when they expect to retire.On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Andy Smith, executive director of financial planning at Edelman Financial Engines, about facing retirement with a "one-size-fits-none" approach. Smith emphasizes maximizing tax efficiency for your income withdrawals, being realistic about your goals, and the impact of longevity on your retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices The new administration has made some people uneasy about the future of Social Security and whether or not it will remain solvent when they expect to retire.On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Andy Smith, executive director of financial planning at Edelman Financial Engines, about facing retirement with a "one-size-fits-none" approach. Smith emphasizes maximizing tax efficiency for your income withdrawals, being realistic about your goals, and the impact of longevity on your retirement.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 What JP Morgan's "Guide to Retirement" can teach you https://finance.yahoo.com/videos/series/decoding-retirement/ "Will I run out of money" is a question on every retiree's mind. On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Michael Conrath, Chief Retirement Strategist at JP Morgan Asset Management, to discuss JP Morgan's new edition of their 'Guide to Retirement.' Michael discusses how to replace income during retirement, what keeps older Americans in the workforce, and how inflation will affect your retirement goals. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 06 May 2025 21:00:00 -0000 What JP Morgan's "Guide to Retirement" can teach you full Yahoo Finance Michael Conrath "Will I run out of money" is a question on every retiree's mind. On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Michael Conrath, Chief Retirement Strategist at JP Morgan Asset Management, to discuss JP Morgan's new edition of their 'Guide to Retirement.' Michael discusses how to replace income during retirement, what keeps older Americans in the workforce, and how inflation will affect your retirement goals. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices "Will I run out of money" is a question on every retiree's mind. On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Michael Conrath, Chief Retirement Strategist at JP Morgan Asset Management, to discuss JP Morgan's new edition of their 'Guide to Retirement.' Michael discusses how to replace income during retirement, what keeps older Americans in the workforce, and how inflation will affect your retirement goals.


Yahoo Finance's Decoding Retirement is hosted by Robert Powell.


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]]> 1486 Facing retirement in a Bear Market? Here's what you need to know https://finance.yahoo.com/videos/series/decoding-retirement/ Tariffs, high prices, and the risk of "stagflation" are all pressing issues for those who are planning their retirement. Should people stay the course, or is it time to rethink their investment strategies? On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Wealth Advisor at Concurrent Wealth Management Dr. Preston Cherry to talk about his new book, his growth philosophy, and making tactical shifts in your portfolio to help smooth out any bumpy rides. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 29 Apr 2025 21:00:00 -0000 Facing retirement in a Bear Market? Here's what you need to know full Yahoo Finance Dr. Preston Cherry Tariffs, high prices, and the risk of "stagflation" are all pressing issues for those who are planning their retirement. Should people stay the course, or is it time to rethink their investment strategies? On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Wealth Advisor at Concurrent Wealth Management Dr. Preston Cherry to talk about his new book, his growth philosophy, and making tactical shifts in your portfolio to help smooth out any bumpy rides. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tariffs, high prices, and the risk of "stagflation" are all pressing issues for those who are planning their retirement. Should people stay the course, or is it time to rethink their investment strategies? On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Wealth Advisor at Concurrent Wealth Management Dr. Preston Cherry to talk about his new book, his growth philosophy, and making tactical shifts in your portfolio to help smooth out any bumpy rides.


Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Key retirement plan adjustments you need now https://finance.yahoo.com/videos/series/decoding-retirement/ With the current volatility in equities, people approaching retirement age are feeling nervous. Are they right to worry or can this newfound risk be effectively navigated? On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Chris Littlefield, President of Retirement Income Solutions at Principal, to discuss adjusting your portfolio to match the moment, common retirement mistakes, and how to tell when it's the right time to retire. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 22 Apr 2025 21:00:00 -0000 Key retirement plan adjustments you need now full Yahoo Finance Chris Littlefield With the current volatility in equities, people approaching retirement age are feeling nervous. Are they right to worry or can this newfound risk be effectively navigated? On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Chris Littlefield, President of Retirement Income Solutions at Principal, to discuss adjusting your portfolio to match the moment, common retirement mistakes, and how to tell when it's the right time to retire. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices With the current volatility in equities, people approaching retirement age are feeling nervous. Are they right to worry or can this newfound risk be effectively navigated? On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Chris Littlefield, President of Retirement Income Solutions at Principal, to discuss adjusting your portfolio to match the moment, common retirement mistakes, and how to tell when it's the right time to retire.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Unlock thousands for retirement with this financial move https://finance.yahoo.com/videos/series/decoding-retirement/ Reverse mortgages have been called risky and confusing - but what if everything you thought you knew was wrong? On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Don Graves, Founder of the Housing Wealth Institute, to find out the surprising ways reverse mortgages could supercharge your retirement income. Find out how it could change your golden years forever. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 15 Apr 2025 16:00:00 -0000 Unlock thousands for retirement with this financial move full Yahoo Finance Don Graves Reverse mortgages have been called risky and confusing - but what if everything you thought you knew was wrong? On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Don Graves, Founder of the Housing Wealth Institute, to find out the surprising ways reverse mortgages could supercharge your retirement income. Find out how it could change your golden years forever. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Reverse mortgages have been called risky and confusing - but what if everything you thought you knew was wrong? On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Don Graves, Founder of the Housing Wealth Institute, to find out the surprising ways reverse mortgages could supercharge your retirement income. Find out how it could change your golden years forever.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Tips for Managing Market Volatility https://finance.yahoo.com/videos/series/decoding-retirement/ SoFi Head of Advice & Planning Brian Walsh joins Robert 'Bob' Powell on Decoding Retirement to lay out the best way investors and retirement planners should deal with market volatility. Together they break down and decode standard deviation, behavioral finance, and various digital money management tools including robo advice. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 08 Apr 2025 11:00:00 -0000 Tips for Managing Market Volatility full Yahoo Finance Brian Walsh, SoFi Head of Advice & Planning SoFi Head of Advice & Planning Brian Walsh joins Robert 'Bob' Powell on Decoding Retirement to lay out the best way investors and retirement planners should deal with market volatility. Together they break down and decode standard deviation, behavioral finance, and various digital money management tools including robo advice. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices SoFi Head of Advice & Planning Brian Walsh joins Robert 'Bob' Powell on Decoding Retirement to lay out the best way investors and retirement planners should deal with market volatility. Together they break down and decode standard deviation, behavioral finance, and various digital money management tools including robo advice.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 Smart Spending and Finding Purpose with Christine Benz https://finance.yahoo.com/videos/series/decoding-retirement/ Financial expert Christine Benz joins Robert "Bob" Powell on Decoding Retirement to break down key lessons for a secure and fulfilling retirement. From navigating Social Security changes and smart spending strategies to finding purpose beyond work, Christine shares insights from her new book, How to Retire. Whether you're planning ahead or already retired, this episode offers practical advice to make the most of your next chapter. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 01 Apr 2025 11:00:00 -0000 Smart Spending and Finding Purpose with Christine Benz full Yahoo Finance Christine Benz Financial expert Christine Benz joins Robert "Bob" Powell on Decoding Retirement to break down key lessons for a secure and fulfilling retirement. From navigating Social Security changes and smart spending strategies to finding purpose beyond work, Christine shares insights from her new book, How to Retire. Whether you're planning ahead or already retired, this episode offers practical advice to make the most of your next chapter. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Financial expert Christine Benz joins Robert "Bob" Powell on Decoding Retirement to break down key lessons for a secure and fulfilling retirement. From navigating Social Security changes and smart spending strategies to finding purpose beyond work, Christine shares insights from her new book, How to Retire. Whether you're planning ahead or already retired, this episode offers practical advice to make the most of your next chapter.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The Triple Decker Club Sandwich generation: Rethinking Retirement and Family Living https://finance.yahoo.com/videos/series/decoding-retirement/ Discover the new reality of multi-generational living in this episode of Decoding Retirement. Host Robert "Bob" Powell and guest Sherry Finkel Murphy break down the "Triple Decker Club Sandwich" generation, exploring how shifting family dynamics, housing challenges, and longevity planning are reshaping retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Mar 2025 11:00:00 -0000 The Triple Decker Club Sandwich generation: Rethinking Retirement and Family Living full Yahoo Finance Sherry Finkel Murphy, Madrina Molly Founder Discover the new reality of multi-generational living in this episode of Decoding Retirement. Host Robert "Bob" Powell and guest Sherry Finkel Murphy break down the "Triple Decker Club Sandwich" generation, exploring how shifting family dynamics, housing challenges, and longevity planning are reshaping retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices Discover the new reality of multi-generational living in this episode of Decoding Retirement. Host Robert "Bob" Powell and guest Sherry Finkel Murphy break down the "Triple Decker Club Sandwich" generation, exploring how shifting family dynamics, housing challenges, and longevity planning are reshaping retirement.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell.

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]]> 1485 The Retirement Playbook: Smart Strategies for a Stress-Free Future In this episode of Decoding Retirement, Robert "Bob" Powell interviews retirement planning expert Wade Pfau to discuss key strategies for ensuring financial security in retirement. They explore the importance of calculating a funded ratio, managing risks like longevity and inflation, and recent policy changes affecting Social Security and inherited IRAs.   Find out everything you need to know about your time horizon, and why you shouldn't inundate yourself with short term news. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 4:19 – “The biggest question people have leading up to retirement is: Do I have enough? Here’s a simple three-step framework to find out.” (Introduction to the four L’s and funded ratio) 7:15 – “How do you allocate your assets to cover essential, discretionary, and unexpected expenses in retirement?” (Breakdown of reliable income, diversified portfolio, and reserves) 9:50 – “If your funded ratio is below 100%, here’s what you need to do right now to get back on track.” (Advice on working longer, reducing expenses, or adjusting investments) 17:02 – “Longevity is a double-edged sword—it’s great to live longer, but financially, it’s expensive. Here’s how to prepare.” (Managing the risk of outliving assets) 22:10 – “Health care shocks are one of the biggest fears in retirement. How do you plan for something that may or may not happen?” (Discussion on self-funding vs. insurance for long-term care) 28:39 – “With rising interest rates, retirees now have better options. The 4% rule isn’t dead—it's actually closer to 4.6% now.” (Impact of higher interest rates on sustainable withdrawals) Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 18 Mar 2025 16:00:00 -0000 The Retirement Playbook: Smart Strategies for a Stress-Free Future full Yahoo Finance In this episode of Decoding Retirement, Robert "Bob" Powell interviews retirement planning expert Wade Pfau to discuss key strategies for ensuring financial security in retirement. They explore the importance of calculating a funded ratio, managing risks like longevity and inflation, and recent policy changes affecting Social Security and inherited IRAs.   Find out everything you need to know about your time horizon, and why you shouldn't inundate yourself with short term news. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 4:19 – “The biggest question people have leading up to retirement is: Do I have enough? Here’s a simple three-step framework to find out.” (Introduction to the four L’s and funded ratio) 7:15 – “How do you allocate your assets to cover essential, discretionary, and unexpected expenses in retirement?” (Breakdown of reliable income, diversified portfolio, and reserves) 9:50 – “If your funded ratio is below 100%, here’s what you need to do right now to get back on track.” (Advice on working longer, reducing expenses, or adjusting investments) 17:02 – “Longevity is a double-edged sword—it’s great to live longer, but financially, it’s expensive. Here’s how to prepare.” (Managing the risk of outliving assets) 22:10 – “Health care shocks are one of the biggest fears in retirement. How do you plan for something that may or may not happen?” (Discussion on self-funding vs. insurance for long-term care) 28:39 – “With rising interest rates, retirees now have better options. The 4% rule isn’t dead—it's actually closer to 4.6% now.” (Impact of higher interest rates on sustainable withdrawals) Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, Robert "Bob" Powell interviews retirement planning expert Wade Pfau to discuss key strategies for ensuring financial security in retirement. They explore the importance of calculating a funded ratio, managing risks like longevity and inflation, and recent policy changes affecting Social Security and inherited IRAs.  

Find out everything you need to know about your time horizon, and why you shouldn't inundate yourself with short term news.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

4:19 – “The biggest question people have leading up to retirement is: Do I have enough? Here’s a simple three-step framework to find out.” (Introduction to the four L’s and funded ratio)

7:15 – “How do you allocate your assets to cover essential, discretionary, and unexpected expenses in retirement?” (Breakdown of reliable income, diversified portfolio, and reserves)

9:50 – “If your funded ratio is below 100%, here’s what you need to do right now to get back on track.” (Advice on working longer, reducing expenses, or adjusting investments)

17:02 – “Longevity is a double-edged sword—it’s great to live longer, but financially, it’s expensive. Here’s how to prepare.” (Managing the risk of outliving assets)

22:10 – “Health care shocks are one of the biggest fears in retirement. How do you plan for something that may or may not happen?” (Discussion on self-funding vs. insurance for long-term care)

28:39 – “With rising interest rates, retirees now have better options. The 4% rule isn’t dead—it's actually closer to 4.6% now.” (Impact of higher interest rates on sustainable withdrawals)

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1485 Unraveling common retirement misconceptions In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Nick Nefouse, Blackrock Head of LifePath, about how to unravel and understand common retirement misconceptions. Find out everything you need to know about your time horizon, and why you shouldn't inundate yourself with short term news. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - Retirement misconceptions 4:10 - Planning choices in early retirement 6:40 - Organizing savings 12:30 - Investing in private assets 15:40 - Shifting asset allocation responsibility 19:00 - Encore careers 21:00 - Retirement complexities Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Nick Nefouse, CFA, Managing Director, is the Global Head of Retirement Solutions in BlackRock's Multi-Asset Strategies & Solutions (MASS) team and Head of LifePath, BlackRock's global target date fund franchise – helping millions around the world save and invest for retirement.  Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 11 Mar 2025 16:00:00 -0000 Unraveling common retirement misconceptions full Yahoo Finance In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Nick Nefouse, Blackrock Head of LifePath, about how to unravel and understand common retirement misconceptions. Find out everything you need to know about your time horizon, and why you shouldn't inundate yourself with short term news. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - Retirement misconceptions 4:10 - Planning choices in early retirement 6:40 - Organizing savings 12:30 - Investing in private assets 15:40 - Shifting asset allocation responsibility 19:00 - Encore careers 21:00 - Retirement complexities Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Nick Nefouse, CFA, Managing Director, is the Global Head of Retirement Solutions in BlackRock's Multi-Asset Strategies & Solutions (MASS) team and Head of LifePath, BlackRock's global target date fund franchise – helping millions around the world save and invest for retirement.  Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Nick Nefouse, Blackrock Head of LifePath, about how to unravel and understand common retirement misconceptions.

Find out everything you need to know about your time horizon, and why you shouldn't inundate yourself with short term news.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:40 - Retirement misconceptions

4:10 - Planning choices in early retirement

6:40 - Organizing savings

12:30 - Investing in private assets

15:40 - Shifting asset allocation responsibility

19:00 - Encore careers

21:00 - Retirement complexities

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Nick Nefouse, CFA, Managing Director, is the Global Head of Retirement Solutions in BlackRock's Multi-Asset Strategies & Solutions (MASS) team and Head of LifePath, BlackRock's global target date fund franchise – helping millions around the world save and invest for retirement. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1485 Retirees Rejoice: Bengen's Safe Withdrawal Rate Jumps to 4.7% In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Bill Bengen, "4% rule" Researcher/Author of "A Richer Retirement", about how to create retirement income plans. Find out everything you need to know about the new and improved "4.7% rule". Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :50 - Retirement income plan 3:30 - Planning horizon 6:20 - Asset allocation 11:20 - Portfolio rebalancing 15:00 - Withdrawal timing 20:00 - Asset-liability matching 21:00 - Alternative retirement income Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. William Bengen is a retired financial planning practitioner. In 1994, he pioneered safe withdrawal literature by studying a constant spending strategy. He introduced the popular 4% rule, later revised to 4.7%. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Mar 2025 17:00:00 -0000 Retirees Rejoice: Bengen's Safe Withdrawal Rate Jumps to 4.7% full Yahoo Finance In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Bill Bengen, "4% rule" Researcher/Author of "A Richer Retirement", about how to create retirement income plans. Find out everything you need to know about the new and improved "4.7% rule". Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :50 - Retirement income plan 3:30 - Planning horizon 6:20 - Asset allocation 11:20 - Portfolio rebalancing 15:00 - Withdrawal timing 20:00 - Asset-liability matching 21:00 - Alternative retirement income Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. William Bengen is a retired financial planning practitioner. In 1994, he pioneered safe withdrawal literature by studying a constant spending strategy. He introduced the popular 4% rule, later revised to 4.7%. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Bill Bengen, "4% rule" Researcher/Author of "A Richer Retirement", about how to create retirement income plans.

Find out everything you need to know about the new and improved "4.7% rule".

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:50 - Retirement income plan

3:30 - Planning horizon

6:20 - Asset allocation

11:20 - Portfolio rebalancing

15:00 - Withdrawal timing

20:00 - Asset-liability matching

21:00 - Alternative retirement income

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

William Bengen is a retired financial planning practitioner. In 1994, he pioneered safe withdrawal literature by studying a constant spending strategy. He introduced the popular 4% rule, later revised to 4.7%.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1485 How to avoid retirement regrets https://finance.yahoo.com/videos/series/decoding-retirement. In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Olivia Mitchell, Professor at Wharton School at the University of Pennsylvania, to discuss how to deal with retirement regrets. Find out everything you need to know about the imminent insolvency of the social security trust fund and more. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :50 - The social security fairness act 2:50 - Social security facing insolvency 9:00 - Financial literacy 12:50 - Optimally positioning 529 plans 10:50 - How to allocate your money 16:40 - Retiring with debt 19:10 - The importance of financial advice Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Olivia S. Mitchell is an American economist and the International Foundation of Employee Benefit Plans Professor at The Wharton School of the University of Pennsylvania. Her interests focus on pensions and social security, and she is the executive director of the Pension Research Council, the oldest U.S. center devoted to scholarship and policy-relevant research on retirement security. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Feb 2025 11:00:00 -0000 How to avoid retirement regrets full Yahoo Finance Olivia Mitchell, Professor at Wharton School at the University of Pennsylvania In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Olivia Mitchell, Professor at Wharton School at the University of Pennsylvania, to discuss how to deal with retirement regrets. Find out everything you need to know about the imminent insolvency of the social security trust fund and more. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :50 - The social security fairness act 2:50 - Social security facing insolvency 9:00 - Financial literacy 12:50 - Optimally positioning 529 plans 10:50 - How to allocate your money 16:40 - Retiring with debt 19:10 - The importance of financial advice Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Olivia S. Mitchell is an American economist and the International Foundation of Employee Benefit Plans Professor at The Wharton School of the University of Pennsylvania. Her interests focus on pensions and social security, and she is the executive director of the Pension Research Council, the oldest U.S. center devoted to scholarship and policy-relevant research on retirement security. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Olivia Mitchell, Professor at Wharton School at the University of Pennsylvania, to discuss how to deal with retirement regrets.

Find out everything you need to know about the imminent insolvency of the social security trust fund and more.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:50 - The social security fairness act

2:50 - Social security facing insolvency

9:00 - Financial literacy

12:50 - Optimally positioning 529 plans

10:50 - How to allocate your money

16:40 - Retiring with debt

19:10 - The importance of financial advice

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Olivia S. Mitchell is an American economist and the International Foundation of Employee Benefit Plans Professor at The Wharton School of the University of Pennsylvania. Her interests focus on pensions and social security, and she is the executive director of the Pension Research Council, the oldest U.S. center devoted to scholarship and policy-relevant research on retirement security.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1485 Adjusting your retirement strategy as you age In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Steph Guild, Robinhood Senior Director of Investment Strategy, to discuss the many different factors to consider when creating and modifying your investment and saving strategy. Find out everything you need to know about your time horizon, risk tolerance, and more. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - Balancing debt and saving 3:20 - Decoding time horizon 5:40 - Decoding risk tolerance 7:40 - Differentiating gambling and investing 10:50 - How to allocate your money 12:10 - Why it's important to save early 16:10 - How to balance competing demands Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Steph Guild is Head of Investment Strategy for Robinhood Financial. Prior to joining Robinhood, Steph spent 21 years within the financial services industry, most recently as a Managing Director and Investment Specialist at JPMorgan Private Bank. Steph’s previous experience at JPM includes working with institutional and intermediary clients in London and NY within the US Equity team, and as part of the broader client advisory team, both within JPMorgan Asset Management. Steph holds a BBA from James Madison University and is a CFA charterholder. She is registered with FINRA, holding Series 7, 63 and 24 licenses. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 18 Feb 2025 11:00:00 -0000 Adjusting your retirement strategy as you age full Yahoo Finance Steph Guild, Robinhood Senior Director of Investment Strategy In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Steph Guild, Robinhood Senior Director of Investment Strategy, to discuss the many different factors to consider when creating and modifying your investment and saving strategy. Find out everything you need to know about your time horizon, risk tolerance, and more. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - Balancing debt and saving 3:20 - Decoding time horizon 5:40 - Decoding risk tolerance 7:40 - Differentiating gambling and investing 10:50 - How to allocate your money 12:10 - Why it's important to save early 16:10 - How to balance competing demands Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Steph Guild is Head of Investment Strategy for Robinhood Financial. Prior to joining Robinhood, Steph spent 21 years within the financial services industry, most recently as a Managing Director and Investment Specialist at JPMorgan Private Bank. Steph’s previous experience at JPM includes working with institutional and intermediary clients in London and NY within the US Equity team, and as part of the broader client advisory team, both within JPMorgan Asset Management. Steph holds a BBA from James Madison University and is a CFA charterholder. She is registered with FINRA, holding Series 7, 63 and 24 licenses. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Steph Guild, Robinhood Senior Director of Investment Strategy, to discuss the many different factors to consider when creating and modifying your investment and saving strategy.

Find out everything you need to know about your time horizon, risk tolerance, and more.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:40 - Balancing debt and saving

3:20 - Decoding time horizon

5:40 - Decoding risk tolerance

7:40 - Differentiating gambling and investing

10:50 - How to allocate your money

12:10 - Why it's important to save early

16:10 - How to balance competing demands

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Steph Guild is Head of Investment Strategy for Robinhood Financial. Prior to joining Robinhood, Steph spent 21 years within the financial services industry, most recently as a Managing Director and Investment Specialist at JPMorgan Private Bank. Steph’s previous experience at JPM includes working with institutional and intermediary clients in London and NY within the US Equity team, and as part of the broader client advisory team, both within JPMorgan Asset Management. Steph holds a BBA from James Madison University and is a CFA charterholder. She is registered with FINRA, holding Series 7, 63 and 24 licenses.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1485 Retirement savings: How to spend consciously https://finance.yahoo.com/videos/series/decoding-retirement/ In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Jean Chatzky, HerMoney Podcast Host, to discuss the most recent statistics of retirement savers and why there are reasons to be optimistic. Find out how auto enrollment and auto escalation are significantly helping individuals save for retirement in this week's episode of Decoding Retirement. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:00 - Real life retirement journeys survey 4:10 - Auto enrollment and auto escalation 7:10 - How much should you save for retirement? 9:25 - What accounts to use? 10:40 - Take advantage of workplace plans 13:10 - Retirement saving challenges 15:10 - Backwards budgeting Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Jean Sherman Chatzky is an American journalist, a personal finance columnist, financial editor of NBC’s TODAY show, AARP’s personal finance ambassador, and the founder and CEO of the multimedia company HerMoney. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 11 Feb 2025 11:00:00 -0000 Retirement savings: How to spend consciously full Yahoo Finance Jean Chatzky, HerMoney Podcast Host In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Jean Chatzky, HerMoney Podcast Host, to discuss the most recent statistics of retirement savers and why there are reasons to be optimistic. Find out how auto enrollment and auto escalation are significantly helping individuals save for retirement in this week's episode of Decoding Retirement. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:00 - Real life retirement journeys survey 4:10 - Auto enrollment and auto escalation 7:10 - How much should you save for retirement? 9:25 - What accounts to use? 10:40 - Take advantage of workplace plans 13:10 - Retirement saving challenges 15:10 - Backwards budgeting Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Jean Sherman Chatzky is an American journalist, a personal finance columnist, financial editor of NBC’s TODAY show, AARP’s personal finance ambassador, and the founder and CEO of the multimedia company HerMoney. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Jean Chatzky, HerMoney Podcast Host, to discuss the most recent statistics of retirement savers and why there are reasons to be optimistic.

Find out how auto enrollment and auto escalation are significantly helping individuals save for retirement in this week's episode of Decoding Retirement.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

1:00 - Real life retirement journeys survey

4:10 - Auto enrollment and auto escalation

7:10 - How much should you save for retirement?

9:25 - What accounts to use?

10:40 - Take advantage of workplace plans

13:10 - Retirement saving challenges

15:10 - Backwards budgeting

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Jean Sherman Chatzky is an American journalist, a personal finance columnist, financial editor of NBC’s TODAY show, AARP’s personal finance ambassador, and the founder and CEO of the multimedia company HerMoney.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1485 ERISA turns 50: How one law revolutionized retirement https://finance.yahoo.com/videos/series/decoding-retirement/ In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Kerry Hannon, Yahoo Finance Senior Columnist, and Molly Moorehead, Yahoo Finance Personal Finance Editor, to discuss the Employee Retirement Income Security Act on its 50 year anniversary. Find out everything you need to know about the law and how it affects modern day retirement planners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:00 - The history of ERISA 2:10 - Creating a more stable system 3:15 - Decoding fiduciaries 5:20 - The successes of ERISA 11:15 - ERISA's impact on IRAs 13:25 - The retirement crisis 15:30 - Disadvantages of ERISA Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 04 Feb 2025 16:00:00 -0000 ERISA turns 50: How one law revolutionized retirement full Yahoo Finance Yahoo Finance's Molly Moorehead and Kerry Hannon In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Kerry Hannon, Yahoo Finance Senior Columnist, and Molly Moorehead, Yahoo Finance Personal Finance Editor, to discuss the Employee Retirement Income Security Act on its 50 year anniversary. Find out everything you need to know about the law and how it affects modern day retirement planners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:00 - The history of ERISA 2:10 - Creating a more stable system 3:15 - Decoding fiduciaries 5:20 - The successes of ERISA 11:15 - ERISA's impact on IRAs 13:25 - The retirement crisis 15:30 - Disadvantages of ERISA Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Kerry Hannon, Yahoo Finance Senior Columnist, and Molly Moorehead, Yahoo Finance Personal Finance Editor, to discuss the Employee Retirement Income Security Act on its 50 year anniversary.

Find out everything you need to know about the law and how it affects modern day retirement planners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

1:00 - The history of ERISA

2:10 - Creating a more stable system

3:15 - Decoding fiduciaries

5:20 - The successes of ERISA

11:15 - ERISA's impact on IRAs

13:25 - The retirement crisis

15:30 - Disadvantages of ERISA

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1485 Longevity risk & financial communication In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with David Blanchett, Head of Retirement Research at PGIM DC Solutions, and Doug Boneparth, Bone fide Wealth President & Founder, to discuss investment risk over time, longevity risk, and how to prioritize different savings goals. Find out why personal finance is personal and why you need to consider your circumstances before following through on an investment strategy. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - How to build an efficient portfolio 3:40 - The simplicity of target date funds 7:20 - Finding the best investment strategy for you 8:30 - Decoding longevity risk 11:40 - The impact of interest rates 14:20 - Why personal finance is personal 18:00 - How discuss finances with your partner Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. David Blanchett, PhD, CFA, CFP®, is a Managing Director, Portfolio Manager and Head of Retirement Research for PGIM DC Solutions. Prior to joining PGIM, David was the Head of Retirement Research for Morningstar Investment Management LLC. He is currently an adjunct professor of wealth management at The American College of Financial Services and a Research Fellow for the Alliance for Lifetime Income.  Douglas A. Boneparth is the President and founder of Bone Fide Wealth, LLC. Early in his career, he became one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the country. He currently sits on the CNBC Financial Advisor Council. Along with his wife, he is the co-author of The Millennial Money Fix (Career Press, 2017). They also co-write The Joint Account, a money newsletter for couples. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 28 Jan 2025 17:00:00 -0000 Longevity risk & financial communication full Yahoo Finance David Blanchett, Head of Retirement Research at PGIM DC Solutions, and Doug Boneparth, Bone fide Wealth President & Founder In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with David Blanchett, Head of Retirement Research at PGIM DC Solutions, and Doug Boneparth, Bone fide Wealth President & Founder, to discuss investment risk over time, longevity risk, and how to prioritize different savings goals. Find out why personal finance is personal and why you need to consider your circumstances before following through on an investment strategy. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - How to build an efficient portfolio 3:40 - The simplicity of target date funds 7:20 - Finding the best investment strategy for you 8:30 - Decoding longevity risk 11:40 - The impact of interest rates 14:20 - Why personal finance is personal 18:00 - How discuss finances with your partner Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. David Blanchett, PhD, CFA, CFP®, is a Managing Director, Portfolio Manager and Head of Retirement Research for PGIM DC Solutions. Prior to joining PGIM, David was the Head of Retirement Research for Morningstar Investment Management LLC. He is currently an adjunct professor of wealth management at The American College of Financial Services and a Research Fellow for the Alliance for Lifetime Income.  Douglas A. Boneparth is the President and founder of Bone Fide Wealth, LLC. Early in his career, he became one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the country. He currently sits on the CNBC Financial Advisor Council. Along with his wife, he is the co-author of The Millennial Money Fix (Career Press, 2017). They also co-write The Joint Account, a money newsletter for couples. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with David Blanchett, Head of Retirement Research at PGIM DC Solutions, and Doug Boneparth, Bone fide Wealth President & Founder, to discuss investment risk over time, longevity risk, and how to prioritize different savings goals.

Find out why personal finance is personal and why you need to consider your circumstances before following through on an investment strategy.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:40 - How to build an efficient portfolio

3:40 - The simplicity of target date funds

7:20 - Finding the best investment strategy for you

8:30 - Decoding longevity risk

11:40 - The impact of interest rates

14:20 - Why personal finance is personal

18:00 - How discuss finances with your partner

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

David Blanchett, PhD, CFA, CFP®, is a Managing Director, Portfolio Manager and Head of Retirement Research for PGIM DC Solutions. Prior to joining PGIM, David was the Head of Retirement Research for Morningstar Investment Management LLC. He is currently an adjunct professor of wealth management at The American College of Financial Services and a Research Fellow for the Alliance for Lifetime Income. 

Douglas A. Boneparth is the President and founder of Bone Fide Wealth, LLC. Early in his career, he became one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the country. He currently sits on the CNBC Financial Advisor Council. Along with his wife, he is the co-author of The Millennial Money Fix (Career Press, 2017). They also co-write The Joint Account, a money newsletter for couples.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1485 The precarious Social Security situation https://finance.yahoo.com/videos/series/decoding-retirement/ In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management, to discuss the dwindling Social Security trust fund and what adjustments future retirees should make. Social Security is scheduled to go away by 2034. What actions should retirement planners who may have been relying on payouts from the trust fund take? And what are some ways they can balance retirement savings with saving for education expenses? Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:00 - The precarious social security situation 4:00 - The history of social security 5:30 - J.P. Morgan's guide to retirement 9:00 - The break-even analysis 11:00 - What age to claim social security? 14:20 - How to save for retirement and education 20:10 - Basing retirement on averages Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Michael Conrath, CFP, CPRC, is a Managing Director and the Chief Retirement Strategist for J.P. Morgan Asset Management. Michael is the Head of the Defined Contribution Investment Specialist Team and Head of the Retirement Insights Strategy Team. Michael is responsible for researching and delivering timely retirement-related insights to clients and financial professionals. Michael has over 25 years of investment and wealth management experience and focuses on identifying themes to improve retirement savings and deliver better retirement income outcomes for individuals across the wealth spectrum. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 21 Jan 2025 17:00:00 -0000 The precarious Social Security situation full 1 19 Yahoo Finance Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management, to discuss the dwindling Social Security trust fund and what adjustments future retirees should make. Social Security is scheduled to go away by 2034. What actions should retirement planners who may have been relying on payouts from the trust fund take? And what are some ways they can balance retirement savings with saving for education expenses? Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:00 - The precarious social security situation 4:00 - The history of social security 5:30 - J.P. Morgan's guide to retirement 9:00 - The break-even analysis 11:00 - What age to claim social security? 14:20 - How to save for retirement and education 20:10 - Basing retirement on averages Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Michael Conrath, CFP, CPRC, is a Managing Director and the Chief Retirement Strategist for J.P. Morgan Asset Management. Michael is the Head of the Defined Contribution Investment Specialist Team and Head of the Retirement Insights Strategy Team. Michael is responsible for researching and delivering timely retirement-related insights to clients and financial professionals. Michael has over 25 years of investment and wealth management experience and focuses on identifying themes to improve retirement savings and deliver better retirement income outcomes for individuals across the wealth spectrum. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management, to discuss the dwindling Social Security trust fund and what adjustments future retirees should make.

Social Security is scheduled to go away by 2034. What actions should retirement planners who may have been relying on payouts from the trust fund take? And what are some ways they can balance retirement savings with saving for education expenses?

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

1:00 - The precarious social security situation

4:00 - The history of social security

5:30 - J.P. Morgan's guide to retirement

9:00 - The break-even analysis

11:00 - What age to claim social security?

14:20 - How to save for retirement and education

20:10 - Basing retirement on averages

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Michael Conrath, CFP, CPRC, is a Managing Director and the Chief Retirement Strategist for J.P. Morgan Asset Management. Michael is the Head of the Defined Contribution Investment Specialist Team and Head of the Retirement Insights Strategy Team. Michael is responsible for researching and delivering timely retirement-related insights to clients and financial professionals. Michael has over 25 years of investment and wealth management experience and focuses on identifying themes to improve retirement savings and deliver better retirement income outcomes for individuals across the wealth spectrum.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Modern solutions for workplace retirement plans In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Laurie Rowley, Icon Savings Plan Founder & CEO, to discuss why the modern American workforce is in a retirement crisis. The traditional 401(k) plan was established over 50 years ago. Why does it no longer work for the modern workforce? Laurie argues that the biggest issue is its portability. So what can Americans workers do and should they transition away from the traditional 401(k)? Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:00 - Adapting to the modern workforce 4:00 - The history of worker retirement plans 5:30 - 401(k) rollovers 7:50 - 401(k) plan lost & found 12:15 - The retirement crisis 16:00 - Decoding state IRA programs 20:00 - The heart of the retirement issue Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Laurie Rowley is a social entrepreneur dedicated to building companies that improve financial security. She is Co-Founder and President of Icon, the country’s first universal retirement plan. She also is the founder of several successful companies including NARPP and N-Labs, where she still holds board positions. She has a background in behavioral finance and research having helped launch the Behavioral Finance Forum. She is widely regarded as an expert in financial decision making, human-centered design and strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 14 Jan 2025 17:00:00 -0000 Modern solutions for workplace retirement plans full 1 Yahoo Finance Laurie Rowley, Icon Savings Plan Founder & CEO In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Laurie Rowley, Icon Savings Plan Founder & CEO, to discuss why the modern American workforce is in a retirement crisis. The traditional 401(k) plan was established over 50 years ago. Why does it no longer work for the modern workforce? Laurie argues that the biggest issue is its portability. So what can Americans workers do and should they transition away from the traditional 401(k)? Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:00 - Adapting to the modern workforce 4:00 - The history of worker retirement plans 5:30 - 401(k) rollovers 7:50 - 401(k) plan lost & found 12:15 - The retirement crisis 16:00 - Decoding state IRA programs 20:00 - The heart of the retirement issue Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Laurie Rowley is a social entrepreneur dedicated to building companies that improve financial security. She is Co-Founder and President of Icon, the country’s first universal retirement plan. She also is the founder of several successful companies including NARPP and N-Labs, where she still holds board positions. She has a background in behavioral finance and research having helped launch the Behavioral Finance Forum. She is widely regarded as an expert in financial decision making, human-centered design and strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Laurie Rowley, Icon Savings Plan Founder & CEO, to discuss why the modern American workforce is in a retirement crisis.

The traditional 401(k) plan was established over 50 years ago. Why does it no longer work for the modern workforce? Laurie argues that the biggest issue is its portability. So what can Americans workers do and should they transition away from the traditional 401(k)?

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

1:00 - Adapting to the modern workforce

4:00 - The history of worker retirement plans

5:30 - 401(k) rollovers

7:50 - 401(k) plan lost & found

12:15 - The retirement crisis

16:00 - Decoding state IRA programs

20:00 - The heart of the retirement issue

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Laurie Rowley is a social entrepreneur dedicated to building companies that improve financial security. She is Co-Founder and President of Icon, the country’s first universal retirement plan. She also is the founder of several successful companies including NARPP and N-Labs, where she still holds board positions. She has a background in behavioral finance and research having helped launch the Behavioral Finance Forum. She is widely regarded as an expert in financial decision making, human-centered design and strategy.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 How to find purpose in retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Frtiz Gilbert, Founder and Author of The Retirement Manifesto, to discuss the non-financial side of retirement. The focus always seems to be on money and saving for retirement. But the truth is once you enter retirement, your thinking shifts away from money almost completely, as outlined by Fritz with his 90/10 rule. So how do you find purpose and identity once you've left your job for good? Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - Retiring to vs. from something 1:50 - The 90/10 rule 3:40 - Finding a new identity in retirement 6:40 - Test driving retirement 9:15 - Track your spending 13:10 - Heed the advice of successful retirees 19:25 - Biggest surprises in retirement Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Fritz Gilbert retired after more than three decades in corporate America, where he progressed through the various levels of a multinational corporation serving the global aluminum industry. His award-winning blog, The Retirement Manifesto, is focused on helping people achieve a great retirement. Fritz and his wife, Jackie, live in a cabin in Blue Ridge, Georgia. Get more retirement advice on Twitter @RetireManifesto. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 07 Jan 2025 17:00:00 -0000 How to find purpose in retirement full 1 18 Yahoo Finance Frtiz Gilbert Founder and Author of The Retirement Manifesto In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Frtiz Gilbert, Founder and Author of The Retirement Manifesto, to discuss the non-financial side of retirement. The focus always seems to be on money and saving for retirement. But the truth is once you enter retirement, your thinking shifts away from money almost completely, as outlined by Fritz with his 90/10 rule. So how do you find purpose and identity once you've left your job for good? Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - Retiring to vs. from something 1:50 - The 90/10 rule 3:40 - Finding a new identity in retirement 6:40 - Test driving retirement 9:15 - Track your spending 13:10 - Heed the advice of successful retirees 19:25 - Biggest surprises in retirement Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Fritz Gilbert retired after more than three decades in corporate America, where he progressed through the various levels of a multinational corporation serving the global aluminum industry. His award-winning blog, The Retirement Manifesto, is focused on helping people achieve a great retirement. Fritz and his wife, Jackie, live in a cabin in Blue Ridge, Georgia. Get more retirement advice on Twitter @RetireManifesto. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Frtiz Gilbert, Founder and Author of The Retirement Manifesto, to discuss the non-financial side of retirement.

The focus always seems to be on money and saving for retirement. But the truth is once you enter retirement, your thinking shifts away from money almost completely, as outlined by Fritz with his 90/10 rule. So how do you find purpose and identity once you've left your job for good?

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:40 - Retiring to vs. from something

1:50 - The 90/10 rule

3:40 - Finding a new identity in retirement

6:40 - Test driving retirement

9:15 - Track your spending

13:10 - Heed the advice of successful retirees

19:25 - Biggest surprises in retirement

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Fritz Gilbert retired after more than three decades in corporate America, where he progressed through the various levels of a multinational corporation serving the global aluminum industry. His award-winning blog, The Retirement Manifesto, is focused on helping people achieve a great retirement. Fritz and his wife, Jackie, live in a cabin in Blue Ridge, Georgia. Get more retirement advice on Twitter @RetireManifesto.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1544 401(k) contributions: Why its time to abandon tradition In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Ed Slott, IRA Expert, Professional Speaker, and Author, to discuss everything you need to know about IRAs and Roth IRAs. The world of IRAs can be extremely complex. There are many things to consider including the different types of IRA beneficiaries, the impact of Secure act 2.0, the power of life insurance, and whether to contribute to an IRA or Roth IRA. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :50 - The complexities of IRA inheritance 3:15 - The 3 tiers of IRA beneficiaries 6:30 - Required minimum distributions 9:15 - Maximizing your tax bracket 11:50 - The case for Roth conversions 15:15 - How to decide whether or not to do a Roth IRA conversion 21:05 - The power of life insurance Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Ed Slott,CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 03 Jan 2025 17:00:00 -0000 401(k) contributions: Why its time to abandon tradition full 1 17 Yahoo Finance Ed Slott, IRA Expert, Professional Speaker, and Author In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Ed Slott, IRA Expert, Professional Speaker, and Author, to discuss everything you need to know about IRAs and Roth IRAs. The world of IRAs can be extremely complex. There are many things to consider including the different types of IRA beneficiaries, the impact of Secure act 2.0, the power of life insurance, and whether to contribute to an IRA or Roth IRA. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :50 - The complexities of IRA inheritance 3:15 - The 3 tiers of IRA beneficiaries 6:30 - Required minimum distributions 9:15 - Maximizing your tax bracket 11:50 - The case for Roth conversions 15:15 - How to decide whether or not to do a Roth IRA conversion 21:05 - The power of life insurance Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Ed Slott,CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Ed Slott, IRA Expert, Professional Speaker, and Author, to discuss everything you need to know about IRAs and Roth IRAs.

The world of IRAs can be extremely complex. There are many things to consider including the different types of IRA beneficiaries, the impact of Secure act 2.0, the power of life insurance, and whether to contribute to an IRA or Roth IRA.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:50 - The complexities of IRA inheritance

3:15 - The 3 tiers of IRA beneficiaries

6:30 - Required minimum distributions

9:15 - Maximizing your tax bracket

11:50 - The case for Roth conversions

15:15 - How to decide whether or not to do a Roth IRA conversion

21:05 - The power of life insurance

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Ed Slott,CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Wealth gap: How generational wealth transfer plays a role In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Lazetta Rainey Braxton, founder and managing principal at The Real Wealth Coterie to discuss everything you need to know about generational wealth transfer, the wealth gap, and how to have "the talk" with family members. Communication is vital when you're planning for the financial future of yourself and loved ones. It's important to be strategic when planning those tricky conversations with your family when ensuring everyone's financial wellbeing. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - The wealth gap between men & women 2:40 - How to value human capital 5:25 - Generational wealth transfer 8:15 -Educating family on personal finance 12:20 - The importance of "The talk" 16:15 - How to have "The talk" 19:45 - Long-term care Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Lazetta Rainey Braxton is a certified financial planner and the founder and managing principal of The Real Wealth Coterie, a wealth management and RIA firm. Braxton is also the founder of consulting practice Lazetta & Associates. In both roles, Braxton equips individuals and leaders to align their balance sheets and P&Ls with their vision and values, achieve sustainable wealth and profits through amplifying human capital, building dynamic internal and external professional teams to enhance financial and business planning, and balancing IQ and EQ for optimal engagement at home and work. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 31 Dec 2024 17:00:00 -0000 Wealth gap: How generational wealth transfer plays a role full Yahoo Finance Lazetta Rainey Braxton, The Real Wealth Coterie founder and managing principal In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Lazetta Rainey Braxton, founder and managing principal at The Real Wealth Coterie to discuss everything you need to know about generational wealth transfer, the wealth gap, and how to have "the talk" with family members. Communication is vital when you're planning for the financial future of yourself and loved ones. It's important to be strategic when planning those tricky conversations with your family when ensuring everyone's financial wellbeing. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :40 - The wealth gap between men & women 2:40 - How to value human capital 5:25 - Generational wealth transfer 8:15 -Educating family on personal finance 12:20 - The importance of "The talk" 16:15 - How to have "The talk" 19:45 - Long-term care Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Lazetta Rainey Braxton is a certified financial planner and the founder and managing principal of The Real Wealth Coterie, a wealth management and RIA firm. Braxton is also the founder of consulting practice Lazetta & Associates. In both roles, Braxton equips individuals and leaders to align their balance sheets and P&Ls with their vision and values, achieve sustainable wealth and profits through amplifying human capital, building dynamic internal and external professional teams to enhance financial and business planning, and balancing IQ and EQ for optimal engagement at home and work. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Lazetta Rainey Braxton, founder and managing principal at The Real Wealth Coterie to discuss everything you need to know about generational wealth transfer, the wealth gap, and how to have "the talk" with family members.

Communication is vital when you're planning for the financial future of yourself and loved ones. It's important to be strategic when planning those tricky conversations with your family when ensuring everyone's financial wellbeing.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:40 - The wealth gap between men & women

2:40 - How to value human capital

5:25 - Generational wealth transfer

8:15 -Educating family on personal finance

12:20 - The importance of "The talk"

16:15 - How to have "The talk"

19:45 - Long-term care

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Lazetta Rainey Braxton is a certified financial planner and the founder and managing principal of The Real Wealth Coterie, a wealth management and RIA firm. Braxton is also the founder of consulting practice Lazetta & Associates. In both roles, Braxton equips individuals and leaders to align their balance sheets and P&Ls with their vision and values, achieve sustainable wealth and profits through amplifying human capital, building dynamic internal and external professional teams to enhance financial and business planning, and balancing IQ and EQ for optimal engagement at home and work.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 How to plan for long-term care https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Sharon Carson, J.P. Morgan Asset Management Retirement Insights Strategist and Surya Kolluri, Head of the TIAA Institute to discuss everything you need to know about long-term care. It can be challenging to plan for retirement on top of the potential expense of paid care. Surya and Sharon offer their expertise on the subject and delve into the nitty-gritty of long-term care and how to be prepared for the unexpected. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :35 - The truth about long-term care 2:00 - How to use paid care 5:45 - Balancing the cost of long-term care 8:00 -Continuing care retirement community 13:22 - Uncompensated caregivers 16:30 - How to avoid caregiving crises 20:30 - Younger generation's view on retirement Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Sharon Carson, Executive Director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. She is one of the authors of J.P. Morgan’s Guide to Retirement. She develops and delivers retirement insights on topics such as Social Security, Medicare, elder care, and spending patterns in retirement. Her work is used by financial professionals, retirement plan sponsors and policymakers. She has over 20 years of experience in various roles spanning strategic planning, innovation, and program management.  Surya Kolluri is head of the TIAA Institute, overseeing research on enhancing lifelong financial security and organizational effectiveness in higher education and the broader nonprofit sector. The TIAA Institute was established 25 years ago to advance TIAA’s longstanding commitment to scholarship and strengthen the company’s partnership with the higher education community. The Institute provides consulting services for institutions and its insights support TIAA clients, consultants and policymakers. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 24 Dec 2024 17:00:00 -0000 How to plan for long-term care full 1 16 Yahoo Finance Sharon Carson, J.P. Morgan Asset Management Retirement Insights Strategist, and Surya Kolluri, Head of the TIAA Institute In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Sharon Carson, J.P. Morgan Asset Management Retirement Insights Strategist and Surya Kolluri, Head of the TIAA Institute to discuss everything you need to know about long-term care. It can be challenging to plan for retirement on top of the potential expense of paid care. Surya and Sharon offer their expertise on the subject and delve into the nitty-gritty of long-term care and how to be prepared for the unexpected. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :35 - The truth about long-term care 2:00 - How to use paid care 5:45 - Balancing the cost of long-term care 8:00 -Continuing care retirement community 13:22 - Uncompensated caregivers 16:30 - How to avoid caregiving crises 20:30 - Younger generation's view on retirement Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Sharon Carson, Executive Director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. She is one of the authors of J.P. Morgan’s Guide to Retirement. She develops and delivers retirement insights on topics such as Social Security, Medicare, elder care, and spending patterns in retirement. Her work is used by financial professionals, retirement plan sponsors and policymakers. She has over 20 years of experience in various roles spanning strategic planning, innovation, and program management.  Surya Kolluri is head of the TIAA Institute, overseeing research on enhancing lifelong financial security and organizational effectiveness in higher education and the broader nonprofit sector. The TIAA Institute was established 25 years ago to advance TIAA’s longstanding commitment to scholarship and strengthen the company’s partnership with the higher education community. The Institute provides consulting services for institutions and its insights support TIAA clients, consultants and policymakers. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Sharon Carson, J.P. Morgan Asset Management Retirement Insights Strategist and Surya Kolluri, Head of the TIAA Institute to discuss everything you need to know about long-term care.

It can be challenging to plan for retirement on top of the potential expense of paid care. Surya and Sharon offer their expertise on the subject and delve into the nitty-gritty of long-term care and how to be prepared for the unexpected.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:35 - The truth about long-term care

2:00 - How to use paid care

5:45 - Balancing the cost of long-term care

8:00 -Continuing care retirement community

13:22 - Uncompensated caregivers

16:30 - How to avoid caregiving crises

20:30 - Younger generation's view on retirement

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Sharon Carson, Executive Director, is a Retirement Strategist on the J.P. Morgan Asset Management Retirement Insights Strategy team. She is one of the authors of J.P. Morgan’s Guide to Retirement. She develops and delivers retirement insights on topics such as Social Security, Medicare, elder care, and spending patterns in retirement. Her work is used by financial professionals, retirement plan sponsors and policymakers. She has over 20 years of experience in various roles spanning strategic planning, innovation, and program management. 

Surya Kolluri is head of the TIAA Institute, overseeing research on enhancing lifelong financial security and organizational effectiveness in higher education and the broader nonprofit sector. The TIAA Institute was established 25 years ago to advance TIAA’s longstanding commitment to scholarship and strengthen the company’s partnership with the higher education community. The Institute provides consulting services for institutions and its insights support TIAA clients, consultants and policymakers.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Financial vortex: How to manage while saving for retirement https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Chris Ceder, Goldman Sachs Asset Management Senior Retirement Strategist, break down the key takeaways from Goldman Sachs annual Retirement Survey & Insights Report, the financial vortex, personalized planning and advice, financial wellness programs, AI, and more. What is the difference between the fed funds rate and the discount rate? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:35 - How to manage the financial vortex 05:00 - The importance of retirement planning tools 08:15 - The importance of educating yourself on assets outside of 401(k) 12:00 - Financial wellness programs: Should I participate? 13:25 - Ask Bob: Fed funds rate vs. discount rate 14:05 - What to know about new or alternative investments 17:35 - Restricted stock units: Can they improve opportunity for risk adjusted returns? 19:20 - Robo advice and AI's role in retirement planning Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Chris Ceder is a senior retirement strategist at Goldman Sachs Asset Management with over 20 years of experience across multiple roles in the retirement industry. He focuses on developing retirement and financial wellness strategies for clients and leading the firm’s defined contribution research and thought leadership. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 17 Dec 2024 17:00:00 -0000 Financial vortex: How to manage while saving for retirement full 1 15 Yahoo Finance Chris Ceder, Goldman Sachs Asset Management Senior Retirement Strategist In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Chris Ceder, Goldman Sachs Asset Management Senior Retirement Strategist, break down the key takeaways from Goldman Sachs annual Retirement Survey & Insights Report, the financial vortex, personalized planning and advice, financial wellness programs, AI, and more. What is the difference between the fed funds rate and the discount rate? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:35 - How to manage the financial vortex 05:00 - The importance of retirement planning tools 08:15 - The importance of educating yourself on assets outside of 401(k) 12:00 - Financial wellness programs: Should I participate? 13:25 - Ask Bob: Fed funds rate vs. discount rate 14:05 - What to know about new or alternative investments 17:35 - Restricted stock units: Can they improve opportunity for risk adjusted returns? 19:20 - Robo advice and AI's role in retirement planning Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Chris Ceder is a senior retirement strategist at Goldman Sachs Asset Management with over 20 years of experience across multiple roles in the retirement industry. He focuses on developing retirement and financial wellness strategies for clients and leading the firm’s defined contribution research and thought leadership. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Chris Ceder, Goldman Sachs Asset Management Senior Retirement Strategist, break down the key takeaways from Goldman Sachs annual Retirement Survey & Insights Report, the financial vortex, personalized planning and advice, financial wellness programs, AI, and more.

What is the difference between the fed funds rate and the discount rate? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:35 - How to manage the financial vortex

05:00 - The importance of retirement planning tools

08:15 - The importance of educating yourself on assets outside of 401(k)

12:00 - Financial wellness programs: Should I participate?

13:25 - Ask Bob: Fed funds rate vs. discount rate

14:05 - What to know about new or alternative investments

17:35 - Restricted stock units: Can they improve opportunity for risk adjusted returns?

19:20 - Robo advice and AI's role in retirement planning

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Chris Ceder is a senior retirement strategist at Goldman Sachs Asset Management with over 20 years of experience across multiple roles in the retirement industry. He focuses on developing retirement and financial wellness strategies for clients and leading the firm’s defined contribution research and thought leadership.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Retirement planning: What to know about financial advisors In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Michael Kitces, Buckingham Wealth Partners Head of Planning Strategy and Reeya Patel, University of Florida Wealth Management Student about the world of financial advisors. The two offer unique points of view on how current trends, and biases, advancing technology, and more impact financial advisors and their clients. Should you trust AI for personal finance information? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :45 - How tech impacts financial advisors and their clients 4:30 - The importance of personally catered advice 6:00 - Understanding the crisis of differentiation in the financial advisor space 8:40 - Decoding financial advisor fees 13:50 - Lessons from the CFP program 15:50 - Entering the workforce as a financial advisor 20:35 - Understanding behavioral biases Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management firm located in St Louis, Missouri, that oversees approximately $50 billion of client assets. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning. Reeya Patel is a 4th year wealth management student at the University of Florida. She is currently working to earn her CFP certification. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 10 Dec 2024 17:00:00 -0000 Retirement planning: What to know about financial advisors full 1 14 Yahoo Finance Michael Kitces, Buckingham Wealth Partners Head of Planning Strategy & Reeya Patel, University of Florida Wealth Management Student In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Michael Kitces, Buckingham Wealth Partners Head of Planning Strategy and Reeya Patel, University of Florida Wealth Management Student about the world of financial advisors. The two offer unique points of view on how current trends, and biases, advancing technology, and more impact financial advisors and their clients. Should you trust AI for personal finance information? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. :45 - How tech impacts financial advisors and their clients 4:30 - The importance of personally catered advice 6:00 - Understanding the crisis of differentiation in the financial advisor space 8:40 - Decoding financial advisor fees 13:50 - Lessons from the CFP program 15:50 - Entering the workforce as a financial advisor 20:35 - Understanding behavioral biases Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management firm located in St Louis, Missouri, that oversees approximately $50 billion of client assets. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning. Reeya Patel is a 4th year wealth management student at the University of Florida. She is currently working to earn her CFP certification. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Michael Kitces, Buckingham Wealth Partners Head of Planning Strategy and Reeya Patel, University of Florida Wealth Management Student about the world of financial advisors. The two offer unique points of view on how current trends, and biases, advancing technology, and more impact financial advisors and their clients.

Should you trust AI for personal finance information? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

:45 - How tech impacts financial advisors and their clients

4:30 - The importance of personally catered advice

6:00 - Understanding the crisis of differentiation in the financial advisor space

8:40 - Decoding financial advisor fees

13:50 - Lessons from the CFP program

15:50 - Entering the workforce as a financial advisor

20:35 - Understanding behavioral biases

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management firm located in St Louis, Missouri, that oversees approximately $50 billion of client assets. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.

Reeya Patel is a 4th year wealth management student at the University of Florida. She is currently working to earn her CFP certification.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Tariffs, stagflation, market uncertainty: Impacts on retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Liz Ann Sonders, Charles Schwab & Co., Inc. Chief Investment Strategist, discuss market uncertainty and its impact on the retirement landscape. Do you need to withdraw money from your IRA before the age of 55? Find out everything you need to know in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:30 - The impact of tariffs 3:00 - Effects of stagflation 5:30 - How uncertainty affects the market 8:35 - The misperception of the 60/40 rule 13:40 - Focusing on the individual investor 17:03 - Democratization of investments 19:00 - The importance of financial literacy Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Liz Ann Sonders has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Liz Ann is the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Dec 2024 17:00:00 -0000 Tariffs, stagflation, market uncertainty: Impacts on retirement full 1 13 Yahoo Finance Liz Ann Sonders, Charles Schwab & Co., Inc. Chief Investment Strategist In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Liz Ann Sonders, Charles Schwab & Co., Inc. Chief Investment Strategist, discuss market uncertainty and its impact on the retirement landscape. Do you need to withdraw money from your IRA before the age of 55? Find out everything you need to know in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 1:30 - The impact of tariffs 3:00 - Effects of stagflation 5:30 - How uncertainty affects the market 8:35 - The misperception of the 60/40 rule 13:40 - Focusing on the individual investor 17:03 - Democratization of investments 19:00 - The importance of financial literacy Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Liz Ann Sonders has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Liz Ann is the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Liz Ann Sonders, Charles Schwab & Co., Inc. Chief Investment Strategist, discuss market uncertainty and its impact on the retirement landscape.

Do you need to withdraw money from your IRA before the age of 55? Find out everything you need to know in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

1:30 - The impact of tariffs

3:00 - Effects of stagflation

5:30 - How uncertainty affects the market

8:35 - The misperception of the 60/40 rule

13:40 - Focusing on the individual investor

17:03 - Democratization of investments

19:00 - The importance of financial literacy

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Liz Ann Sonders has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor. Liz Ann is the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Tips for navigating the convoluted world of Medicare https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Melinda Caughill, i65 Medicare Software Co-Founder, discuss the important tips you need to know when enrolling in Medicare. Are you able to rollover funds from your 457(b) plan into an IRA? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:50 - Medicare can be complicated 02:28 - Document everything 03:22 - Don't trust Medicare Insurance Salesmen 05:35 - 6 steps to Medicare enrollment 10:51 - Being dropped from your Medicare plan 13:15 - The Medicare nuclear option 15:30 - The Inflation Reduction Act 20:38 - Medicare resources Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Melinda Caughill is a Co-founder of 65 Incorporated and the revolutionary i65 Medicare guidance software, Melinda uses her expertise to provide today’s seniors, their families, and their professional advisors with unbiased, expert Medicare guidance. With her extensive background in marketing in addition to Medicare, Melinda is skilled at taking the most confusing and complex aspects of Medicare and translating it into easy-to-understand visual concepts. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 26 Nov 2024 17:00:00 -0000 Tips for navigating the convoluted world of Medicare full 1 12 Yahoo Finance Melinda Caughill, i65 Medicare Software Co-Founder In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Melinda Caughill, i65 Medicare Software Co-Founder, discuss the important tips you need to know when enrolling in Medicare. Are you able to rollover funds from your 457(b) plan into an IRA? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:50 - Medicare can be complicated 02:28 - Document everything 03:22 - Don't trust Medicare Insurance Salesmen 05:35 - 6 steps to Medicare enrollment 10:51 - Being dropped from your Medicare plan 13:15 - The Medicare nuclear option 15:30 - The Inflation Reduction Act 20:38 - Medicare resources Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Melinda Caughill is a Co-founder of 65 Incorporated and the revolutionary i65 Medicare guidance software, Melinda uses her expertise to provide today’s seniors, their families, and their professional advisors with unbiased, expert Medicare guidance. With her extensive background in marketing in addition to Medicare, Melinda is skilled at taking the most confusing and complex aspects of Medicare and translating it into easy-to-understand visual concepts. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Melinda Caughill, i65 Medicare Software Co-Founder, discuss the important tips you need to know when enrolling in Medicare.

Are you able to rollover funds from your 457(b) plan into an IRA? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:50 - Medicare can be complicated

02:28 - Document everything

03:22 - Don't trust Medicare Insurance Salesmen

05:35 - 6 steps to Medicare enrollment

10:51 - Being dropped from your Medicare plan

13:15 - The Medicare nuclear option

15:30 - The Inflation Reduction Act

20:38 - Medicare resources

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Melinda Caughill is a Co-founder of 65 Incorporated and the revolutionary i65 Medicare guidance software, Melinda uses her expertise to provide today’s seniors, their families, and their professional advisors with unbiased, expert Medicare guidance. With her extensive background in marketing in addition to Medicare, Melinda is skilled at taking the most confusing and complex aspects of Medicare and translating it into easy-to-understand visual concepts.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Saving for college: Choosing the best strategy to cover education costs https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Ross Riskin, Investments & Wealth Institute Chief Learning Officer, discuss the importance of early savings for educational expenses, open communication around financial contributions, the best vehicles for education saving, and more. Should you invest in an in-state 529 plan or out-of-state 529 plan? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 0:45 - Saving early for education costs 3:30 - Having the difficult conversation with family members contributing to educational savings 5:30 - How to select the best vehicle to use when saving for education 10:05 - The best way to balance saving for both retirement and education 12:50 - Ask Bob: Does it matter whether I invest in an in-state 529 plan or an out-of-state 529 plan? 15:22 - How to incorporate private assets into savings portfolios 18:05 - Preparing for potential changes that may come with the Trump administration 23:00 - Ask Bob: What do I need to know when contributing to a spousal IRA? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Ross Riskin is the Founder and Managing Member of Riskin Wealth Management, LLC. He also serves as Chief Learning Officer at the Investments & Wealth Institute, Chief Creative Officer at visiWealth, and sits on the Advisory Board for the American Institute of Certified College Financial Consultants. Ross’s research and professional expertise focus on tax, wealth transfer, and education planning for high-income and high-net-worth individuals. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 19 Nov 2024 17:00:00 -0000 Saving for college: Choosing the best strategy to cover education costs full 1 11 Yahoo Finance Ross Riskin, Investments & Wealth Institute Chief Learning Officer In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Ross Riskin, Investments & Wealth Institute Chief Learning Officer, discuss the importance of early savings for educational expenses, open communication around financial contributions, the best vehicles for education saving, and more. Should you invest in an in-state 529 plan or out-of-state 529 plan? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 0:45 - Saving early for education costs 3:30 - Having the difficult conversation with family members contributing to educational savings 5:30 - How to select the best vehicle to use when saving for education 10:05 - The best way to balance saving for both retirement and education 12:50 - Ask Bob: Does it matter whether I invest in an in-state 529 plan or an out-of-state 529 plan? 15:22 - How to incorporate private assets into savings portfolios 18:05 - Preparing for potential changes that may come with the Trump administration 23:00 - Ask Bob: What do I need to know when contributing to a spousal IRA? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Ross Riskin is the Founder and Managing Member of Riskin Wealth Management, LLC. He also serves as Chief Learning Officer at the Investments & Wealth Institute, Chief Creative Officer at visiWealth, and sits on the Advisory Board for the American Institute of Certified College Financial Consultants. Ross’s research and professional expertise focus on tax, wealth transfer, and education planning for high-income and high-net-worth individuals. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Ross Riskin, Investments & Wealth Institute Chief Learning Officer, discuss the importance of early savings for educational expenses, open communication around financial contributions, the best vehicles for education saving, and more.

Should you invest in an in-state 529 plan or out-of-state 529 plan? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

0:45 - Saving early for education costs

3:30 - Having the difficult conversation with family members contributing to educational savings

5:30 - How to select the best vehicle to use when saving for education

10:05 - The best way to balance saving for both retirement and education

12:50 - Ask Bob: Does it matter whether I invest in an in-state 529 plan or an out-of-state 529 plan?

15:22 - How to incorporate private assets into savings portfolios

18:05 - Preparing for potential changes that may come with the Trump administration

23:00 - Ask Bob: What do I need to know when contributing to a spousal IRA?

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Ross Riskin is the Founder and Managing Member of Riskin Wealth Management, LLC. He also serves as Chief Learning Officer at the Investments & Wealth Institute, Chief Creative Officer at visiWealth, and sits on the Advisory Board for the American Institute of Certified College Financial Consultants. Ross’s research and professional expertise focus on tax, wealth transfer, and education planning for high-income and high-net-worth individuals.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Aging in America: The most common misconceptions about aging https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Care Right Inc. Founder Annalee Kruger break down misconceptions about the aging process and caregiving, aging in place, vulnerabilities in elder care, long-term care insurance, the critical role of caregivers, aging plans, and more. How does Social Security determine what the cost of living adjustment (COLA) will be on my Social Security benefit? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:30 - Aging in America: The most common misconceptions 04:10 - Aging in place: Thoughts on home modifications 07:45 - Vulnerabilities in elder care 12:15 - Ask Bob: Cost of living adjustment 13:05 - Long-term care insurance: Can it help with home health aid or long-term care facilities? 15:45 - Critical role of caregivers 20:05 - The importance of an aging plan 22:50 - Ask Bob: Managed account Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Annalee Kruger is the founder of Care Right Inc., created in 2011 to help families and individuals through their aging journey. Care Right are a neutral third-party family meeting facilitators to help you understand aging in place considerations, the landscape of senior care, understanding dementia progression, your current and future care options. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 05 Nov 2024 17:00:00 -0000 Aging in America: The most common misconceptions about aging full 1 9 Yahoo Finance Care Right Inc. Founder Annalee Kruger In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Care Right Inc. Founder Annalee Kruger break down misconceptions about the aging process and caregiving, aging in place, vulnerabilities in elder care, long-term care insurance, the critical role of caregivers, aging plans, and more. How does Social Security determine what the cost of living adjustment (COLA) will be on my Social Security benefit? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:30 - Aging in America: The most common misconceptions 04:10 - Aging in place: Thoughts on home modifications 07:45 - Vulnerabilities in elder care 12:15 - Ask Bob: Cost of living adjustment 13:05 - Long-term care insurance: Can it help with home health aid or long-term care facilities? 15:45 - Critical role of caregivers 20:05 - The importance of an aging plan 22:50 - Ask Bob: Managed account Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Annalee Kruger is the founder of Care Right Inc., created in 2011 to help families and individuals through their aging journey. Care Right are a neutral third-party family meeting facilitators to help you understand aging in place considerations, the landscape of senior care, understanding dementia progression, your current and future care options. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Care Right Inc. Founder Annalee Kruger break down misconceptions about the aging process and caregiving, aging in place, vulnerabilities in elder care, long-term care insurance, the critical role of caregivers, aging plans, and more.

How does Social Security determine what the cost of living adjustment (COLA) will be on my Social Security benefit? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:30 - Aging in America: The most common misconceptions

04:10 - Aging in place: Thoughts on home modifications

07:45 - Vulnerabilities in elder care

12:15 - Ask Bob: Cost of living adjustment

13:05 - Long-term care insurance: Can it help with home health aid or long-term care facilities?

15:45 - Critical role of caregivers

20:05 - The importance of an aging plan

22:50 - Ask Bob: Managed account

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Annalee Kruger is the founder of Care Right Inc., created in 2011 to help families and individuals through their aging journey. Care Right are a neutral third-party family meeting facilitators to help you understand aging in place considerations, the landscape of senior care, understanding dementia progression, your current and future care options.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 The four percent rule: Is it a good retirement strategy? https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Michael Finke, Professor of Wealth Management at the American College of Financial Services, break down everything you need to know about the 4% rule, other retirement strategies, the annuity puzzle, the Monte Carlo analysis, and more. Can I be eligible for Medicare if I am not a U.S. citizen? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:20 - The 4% rule: Is it a good retirement strategy? 05:10 - 4-box strategy vs. social security RMD strategy: Which is better? 10:40 - The importance of setting a realistic standard of living in retirement 12:20 - Ask Bob: Can I be eligible for Medicare if I'm not a U.S. citizen? 13:00 - Annuity puzzle: How can people get over their reluctance to buying annuities? 16:20 - Rethinking lifespan and lifestyle: Investing in health 19:40 - Monte Carlo analysis: Pros and cons 22:55 - Ask Bob: Spousal vs. survivor benefits: What's the difference? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Michael Finke PhD, CFP® is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a research fellow at the Retirement Income Institute, and a member of the Defined Contribution Institutional Investment Association Academic Advisory Council. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 29 Oct 2024 16:00:00 -0000 The four percent rule: Is it a good retirement strategy? full 1 8 Yahoo Finance Michael Finke, Professor of Wealth Management at the American College of Financial Services In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Michael Finke, Professor of Wealth Management at the American College of Financial Services, break down everything you need to know about the 4% rule, other retirement strategies, the annuity puzzle, the Monte Carlo analysis, and more. Can I be eligible for Medicare if I am not a U.S. citizen? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:20 - The 4% rule: Is it a good retirement strategy? 05:10 - 4-box strategy vs. social security RMD strategy: Which is better? 10:40 - The importance of setting a realistic standard of living in retirement 12:20 - Ask Bob: Can I be eligible for Medicare if I'm not a U.S. citizen? 13:00 - Annuity puzzle: How can people get over their reluctance to buying annuities? 16:20 - Rethinking lifespan and lifestyle: Investing in health 19:40 - Monte Carlo analysis: Pros and cons 22:55 - Ask Bob: Spousal vs. survivor benefits: What's the difference? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Michael Finke PhD, CFP® is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a research fellow at the Retirement Income Institute, and a member of the Defined Contribution Institutional Investment Association Academic Advisory Council. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Michael Finke, Professor of Wealth Management at the American College of Financial Services, break down everything you need to know about the 4% rule, other retirement strategies, the annuity puzzle, the Monte Carlo analysis, and more.

Can I be eligible for Medicare if I am not a U.S. citizen? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:20 - The 4% rule: Is it a good retirement strategy?

05:10 - 4-box strategy vs. social security RMD strategy: Which is better?

10:40 - The importance of setting a realistic standard of living in retirement

12:20 - Ask Bob: Can I be eligible for Medicare if I'm not a U.S. citizen?

13:00 - Annuity puzzle: How can people get over their reluctance to buying annuities?

16:20 - Rethinking lifespan and lifestyle: Investing in health

19:40 - Monte Carlo analysis: Pros and cons

22:55 - Ask Bob: Spousal vs. survivor benefits: What's the difference?

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Michael Finke PhD, CFP® is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a research fellow at the Retirement Income Institute, and a member of the Defined Contribution Institutional Investment Association Academic Advisory Council.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1535 Medicare Annual Enrollment Period: What you need to know https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Silvur Technology Services CEO and retirement expert Rhian Horgan break down everything you need to know about Medicare Advantage Plans, market exits, and more. Powell also speaks with Yahoo Finance Senior Columnist Kerry Hannon to discuss the challenges of aging and advice for those age 50 and older who are looking for work. Should high earners stop contributing to their traditional 401(k) and contribute instead to their Roth 401(k) if they have one? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:30 - Medicare Advantage Plans: What to know about market exits 02:00 - Medicare Annual Notice of Change (ANOC) 04:55 - Medicare: What to know about out-of-pocket costs 06:20 - Inflation Reduction Act: What to know about prescription drugs 11:35 - Social security: Thoughts on cost of living adjustment 12:45 - Social security reforms: What you need to know 14:35 - Ask Bob: 401(k) vs. Roth 401(k) 15:15 - Great jobs for adults age 50 and older 18:20 - Advice for older adults in the workforce 20:45 - Healthcare costs in retirement 22:50 - Ask Bob: Medicare Part A Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Rhian Horgan is the CEO of Silvur Technology Services, an award-winning retirement platform dedicated to helping people over the age of 50 retire with confidence. Prior to becoming CEO of Silvur, Rhian was a Managing Director for JP Morgan Chase, where she worked for 17 years advising individuals and families on investments, credit and wealth planning. Rhian is a best selling author and widely quoted retirement expert. Kerry Hannon is a leading expert, workplace futurist and strategist on careers and jobs, entrepreneurship, personal finance and retirement. Kerry is the author of more than a dozen books, including "Never Too Old to Get Rich," "Great Jobs for Everyone 50+," and "Great Pajama Jobs: Your Complete Guide to Working From Home.” Her latest book is “In Control at 50+: How to Succeed in The New World of Work.” Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 22 Oct 2024 16:00:00 -0000 Medicare Annual Enrollment Period: What you need to know full 1 5 Yahoo Finance Silvur Technology Services CEO Rhian Horgan, Yahoo Finance's Kerry Hannon In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Silvur Technology Services CEO and retirement expert Rhian Horgan break down everything you need to know about Medicare Advantage Plans, market exits, and more. Powell also speaks with Yahoo Finance Senior Columnist Kerry Hannon to discuss the challenges of aging and advice for those age 50 and older who are looking for work. Should high earners stop contributing to their traditional 401(k) and contribute instead to their Roth 401(k) if they have one? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:30 - Medicare Advantage Plans: What to know about market exits 02:00 - Medicare Annual Notice of Change (ANOC) 04:55 - Medicare: What to know about out-of-pocket costs 06:20 - Inflation Reduction Act: What to know about prescription drugs 11:35 - Social security: Thoughts on cost of living adjustment 12:45 - Social security reforms: What you need to know 14:35 - Ask Bob: 401(k) vs. Roth 401(k) 15:15 - Great jobs for adults age 50 and older 18:20 - Advice for older adults in the workforce 20:45 - Healthcare costs in retirement 22:50 - Ask Bob: Medicare Part A Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Rhian Horgan is the CEO of Silvur Technology Services, an award-winning retirement platform dedicated to helping people over the age of 50 retire with confidence. Prior to becoming CEO of Silvur, Rhian was a Managing Director for JP Morgan Chase, where she worked for 17 years advising individuals and families on investments, credit and wealth planning. Rhian is a best selling author and widely quoted retirement expert. Kerry Hannon is a leading expert, workplace futurist and strategist on careers and jobs, entrepreneurship, personal finance and retirement. Kerry is the author of more than a dozen books, including "Never Too Old to Get Rich," "Great Jobs for Everyone 50+," and "Great Pajama Jobs: Your Complete Guide to Working From Home.” Her latest book is “In Control at 50+: How to Succeed in The New World of Work.” Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Silvur Technology Services CEO and retirement expert Rhian Horgan break down everything you need to know about Medicare Advantage Plans, market exits, and more.

Powell also speaks with Yahoo Finance Senior Columnist Kerry Hannon to discuss the challenges of aging and advice for those age 50 and older who are looking for work.

Should high earners stop contributing to their traditional 401(k) and contribute instead to their Roth 401(k) if they have one? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:30 - Medicare Advantage Plans: What to know about market exits

02:00 - Medicare Annual Notice of Change (ANOC)

04:55 - Medicare: What to know about out-of-pocket costs

06:20 - Inflation Reduction Act: What to know about prescription drugs

11:35 - Social security: Thoughts on cost of living adjustment

12:45 - Social security reforms: What you need to know

14:35 - Ask Bob: 401(k) vs. Roth 401(k)

15:15 - Great jobs for adults age 50 and older

18:20 - Advice for older adults in the workforce

20:45 - Healthcare costs in retirement

22:50 - Ask Bob: Medicare Part A

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Rhian Horgan is the CEO of Silvur Technology Services, an award-winning retirement platform dedicated to helping people over the age of 50 retire with confidence. Prior to becoming CEO of Silvur, Rhian was a Managing Director for JP Morgan Chase, where she worked for 17 years advising individuals and families on investments, credit and wealth planning. Rhian is a best selling author and widely quoted retirement expert.

Kerry Hannon is a leading expert, workplace futurist and strategist on careers and jobs, entrepreneurship, personal finance and retirement. Kerry is the author of more than a dozen books, including "Never Too Old to Get Rich," "Great Jobs for Everyone 50+," and "Great Pajama Jobs: Your Complete Guide to Working From Home.” Her latest book is “In Control at 50+: How to Succeed in The New World of Work.”

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1527 Top three keys to retirement planning, importance of HSAs https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Wells Fargo Head of Advice and Planning Michael Liersch discuss whether it is ever too early to plan for or save for retirement. Powell also speaks with Yahoo Finance's Molly Moorhead about open enrollment season and the importance of HSAs. What do I need to know about long-term care insurance? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:25 - Is it ever to early to plan for or save for retirement? 02:55 - Keys to retirement planning 06:20 - How to get parents and children to talk about retirement 08:00 - How to align financial decisions with retirement goals 15:00 - What is an HSA? 18:20 - How to balance HSA and 401(k) contributions 19:55 - Should I enroll in an indemnity plan or HDHP? 22:35 - Ask Bob: What do I need to know about long-term care insurance? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Michael Liersch is the Head of Advice and Planning for Wells Fargo, responsible for the delivery of all comprehensive planning services and growth strategies for clients of Wells Fargo Private Bank and Abbot Downing. The team also includes the business’s comprehensive family dynamics, as well as family and business history services. Molly Moorhead is a Certified Financial Planner and veteran journalist. She oversees insurance and tax coverage and leads Yahoo Finance's personal finance news team. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 15 Oct 2024 16:00:00 -0000 Top three keys to retirement planning, importance of HSAs full 1 6 Yahoo Finance Wells Fargo Head of Advice and Planning Michael Liersch, Yahoo Finance's Molly Moorhead In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Wells Fargo Head of Advice and Planning Michael Liersch discuss whether it is ever too early to plan for or save for retirement. Powell also speaks with Yahoo Finance's Molly Moorhead about open enrollment season and the importance of HSAs. What do I need to know about long-term care insurance? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:25 - Is it ever to early to plan for or save for retirement? 02:55 - Keys to retirement planning 06:20 - How to get parents and children to talk about retirement 08:00 - How to align financial decisions with retirement goals 15:00 - What is an HSA? 18:20 - How to balance HSA and 401(k) contributions 19:55 - Should I enroll in an indemnity plan or HDHP? 22:35 - Ask Bob: What do I need to know about long-term care insurance? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Michael Liersch is the Head of Advice and Planning for Wells Fargo, responsible for the delivery of all comprehensive planning services and growth strategies for clients of Wells Fargo Private Bank and Abbot Downing. The team also includes the business’s comprehensive family dynamics, as well as family and business history services. Molly Moorhead is a Certified Financial Planner and veteran journalist. She oversees insurance and tax coverage and leads Yahoo Finance's personal finance news team. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Wells Fargo Head of Advice and Planning Michael Liersch discuss whether it is ever too early to plan for or save for retirement.

Powell also speaks with Yahoo Finance's Molly Moorhead about open enrollment season and the importance of HSAs.

What do I need to know about long-term care insurance? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:25 - Is it ever to early to plan for or save for retirement?

02:55 - Keys to retirement planning

06:20 - How to get parents and children to talk about retirement

08:00 - How to align financial decisions with retirement goals

15:00 - What is an HSA?

18:20 - How to balance HSA and 401(k) contributions

19:55 - Should I enroll in an indemnity plan or HDHP?

22:35 - Ask Bob: What do I need to know about long-term care insurance?

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Michael Liersch is the Head of Advice and Planning for Wells Fargo, responsible for the delivery of all comprehensive planning services and growth strategies for clients of Wells Fargo Private Bank and Abbot Downing. The team also includes the business’s comprehensive family dynamics, as well as family and business history services.

Molly Moorhead is a Certified Financial Planner and veteran journalist. She oversees insurance and tax coverage and leads Yahoo Finance's personal finance news team.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Two trends are driving America's 'retirement crisis' The current state of retirement in the US is, in a word, bleak. A poll by the Employee Benefit Research Institute found that just 21% of respondents are “very confident in their ability to have enough money to live comfortably throughout retirement." About 90% of registered voters believe the US is experiencing a retirement crisis, according to BlackRock's latest Rethinking Retirement report. The Federal Reserve says that one in four Americans has no retirement savings, and the Morningstar's Center for Retirement and Policy Studies has said that 45% of Americans will run out of money in retirement. In the episode of Decoding Retirement, Robert “Bob” Powell and Anne Ackerley, BlackRock’s senior advisor on retirement, discuss the looming crisis, the role of stocks in retirement planning, and strategies for turning assets into income. In the ‘Ask Bob’ segment, Powell breaks down the differences between subsidized and unsubsidized loans, and identifies and explains the key factors that impact your credit score. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Anne Ackerley is a senior advisor to the retirement business at BlackRock. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 08 Oct 2024 16:00:00 -0000 Two trends are driving America's 'retirement crisis' full Yahoo Finance Decoding Retirement Oct 08, 2024 The current state of retirement in the US is, in a word, bleak. A poll by the Employee Benefit Research Institute found that just 21% of respondents are “very confident in their ability to have enough money to live comfortably throughout retirement." About 90% of registered voters believe the US is experiencing a retirement crisis, according to BlackRock's latest Rethinking Retirement report. The Federal Reserve says that one in four Americans has no retirement savings, and the Morningstar's Center for Retirement and Policy Studies has said that 45% of Americans will run out of money in retirement. In the episode of Decoding Retirement, Robert “Bob” Powell and Anne Ackerley, BlackRock’s senior advisor on retirement, discuss the looming crisis, the role of stocks in retirement planning, and strategies for turning assets into income. In the ‘Ask Bob’ segment, Powell breaks down the differences between subsidized and unsubsidized loans, and identifies and explains the key factors that impact your credit score. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Anne Ackerley is a senior advisor to the retirement business at BlackRock. Learn more about your ad choices. Visit megaphone.fm/adchoices The current state of retirement in the US is, in a word, bleak. A poll by the Employee Benefit Research Institute found that just 21% of respondents are “very confident in their ability to have enough money to live comfortably throughout retirement."

About 90% of registered voters believe the US is experiencing a retirement crisis, according to BlackRock's latest Rethinking Retirement report. The Federal Reserve says that one in four Americans has no retirement savings, and the Morningstar's Center for Retirement and Policy Studies has said that 45% of Americans will run out of money in retirement.

In the episode of Decoding Retirement, Robert “Bob” Powell and Anne Ackerley, BlackRock’s senior advisor on retirement, discuss the looming crisis, the role of stocks in retirement planning, and strategies for turning assets into income.

In the ‘Ask Bob’ segment, Powell breaks down the differences between subsidized and unsubsidized loans, and identifies and explains the key factors that impact your credit score.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Anne Ackerley is a senior advisor to the retirement business at BlackRock.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Student debt crisis: How to graduate college debt-free https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Girls With Impact founder and CEO Jennifer Openshaw break down the student debt crisis, women in business, career advice for the next generation, and much more. What is the FAFSA, and when do I need to fill it out? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:20 - How to graduate college debt-free 04:45 - College admissions: Keys to boosting chances of acceptance 09:20 - How to utilize rental income to pay off debt 12:10 - Ask Bob: What is the FAFSA? 12:45 - How Girls With Impact has helped women in business 17:25 - Career advice for the next generation 22:35 - Ask Bob: How to build credit as college student Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Jennifer Openshaw is the founder and CEO of Girls With Impact. Girls With Impact partners with business leaders and educators from Harvard Business School, developing a modern, outcomes-driven approach designed to ensure young women are ready to excel in the workforce from day one. Openshaw is a trendsetter in the financial industry, known for starting the Women's Financial Network – the first online financial firm created for women. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 24 Sep 2024 16:00:00 -0000 Student debt crisis: How to graduate college debt-free full 1 4 Yahoo Finance Girls With Impact Founder and CEO Jennifer Openshaw In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Girls With Impact founder and CEO Jennifer Openshaw break down the student debt crisis, women in business, career advice for the next generation, and much more. What is the FAFSA, and when do I need to fill it out? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:20 - How to graduate college debt-free 04:45 - College admissions: Keys to boosting chances of acceptance 09:20 - How to utilize rental income to pay off debt 12:10 - Ask Bob: What is the FAFSA? 12:45 - How Girls With Impact has helped women in business 17:25 - Career advice for the next generation 22:35 - Ask Bob: How to build credit as college student Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Jennifer Openshaw is the founder and CEO of Girls With Impact. Girls With Impact partners with business leaders and educators from Harvard Business School, developing a modern, outcomes-driven approach designed to ensure young women are ready to excel in the workforce from day one. Openshaw is a trendsetter in the financial industry, known for starting the Women's Financial Network – the first online financial firm created for women. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Girls With Impact founder and CEO Jennifer Openshaw break down the student debt crisis, women in business, career advice for the next generation, and much more.

What is the FAFSA, and when do I need to fill it out? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:20 - How to graduate college debt-free

04:45 - College admissions: Keys to boosting chances of acceptance

09:20 - How to utilize rental income to pay off debt

12:10 - Ask Bob: What is the FAFSA?

12:45 - How Girls With Impact has helped women in business

17:25 - Career advice for the next generation

22:35 - Ask Bob: How to build credit as college student

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Jennifer Openshaw is the founder and CEO of Girls With Impact. Girls With Impact partners with business leaders and educators from Harvard Business School, developing a modern, outcomes-driven approach designed to ensure young women are ready to excel in the workforce from day one. Openshaw is a trendsetter in the financial industry, known for starting the Women's Financial Network – the first online financial firm created for women.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Personal income and consumption: Impact on retirement planning https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Mitlin Financial founder and wealth advisor Lawrence Sprung break down break down the most recent Personal Consumption Expenditures Price Index (PCE) report, including a note from First Trust Chief Economist Brian S. Wesbury. They also discuss how future fiscal policy might impact retirees, the Tax Cuts and Jobs Act (TCJA), the current housing market, how small business owners can plan for retirement, "finfluencers" and AI's impact on personal finance, and much more. What’s the difference between a reimbursement and an indemnity option? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:30 - Inflation and its impact on retirees 02:20 - Inflation-protected securities and role in retirees' portfolios 05:35 - Personal income spending and implications for retirees 06:30 - Future fiscal policy adjustments and effect on retirees 07:50 - Tax Cuts and Jobs Act 09:40 - Savings rate and impact on retirees 10:25 - Importance of emergency savings fund 12:40 - Housing market and retirement 13:45 - Ask Bob - What's the difference between a reimbursement and an indemnity option? 14:35 - How small business owners can plan for retirement 18:35 - Social media misinformation - 'Finfluencers' and AI 22:50 - Ask Bob - When do I need to file Form 706? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Lawrence Sprung is an award-winning founder and wealth advisor. He founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing families. The Mitlin team consistently helps families make healthy financial decisions and offers an exceptional experience that leverages personalized service with today’s top tools and technology. Sprung is the author of the Amazon best-selling book “Financial Planning Made Personal: How to Create Joy and the Mindset for Success”, which aims to demystify and simplify the financial planning process and inspire people to take charge of their money. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 17 Sep 2024 16:00:00 -0000 Personal income and consumption: Impact on retirement planning full 1 3 Yahoo Finance Mitlin Financial founder and wealth advisor Lawrence Sprung In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Mitlin Financial founder and wealth advisor Lawrence Sprung break down break down the most recent Personal Consumption Expenditures Price Index (PCE) report, including a note from First Trust Chief Economist Brian S. Wesbury. They also discuss how future fiscal policy might impact retirees, the Tax Cuts and Jobs Act (TCJA), the current housing market, how small business owners can plan for retirement, "finfluencers" and AI's impact on personal finance, and much more. What’s the difference between a reimbursement and an indemnity option? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:30 - Inflation and its impact on retirees 02:20 - Inflation-protected securities and role in retirees' portfolios 05:35 - Personal income spending and implications for retirees 06:30 - Future fiscal policy adjustments and effect on retirees 07:50 - Tax Cuts and Jobs Act 09:40 - Savings rate and impact on retirees 10:25 - Importance of emergency savings fund 12:40 - Housing market and retirement 13:45 - Ask Bob - What's the difference between a reimbursement and an indemnity option? 14:35 - How small business owners can plan for retirement 18:35 - Social media misinformation - 'Finfluencers' and AI 22:50 - Ask Bob - When do I need to file Form 706? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Lawrence Sprung is an award-winning founder and wealth advisor. He founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing families. The Mitlin team consistently helps families make healthy financial decisions and offers an exceptional experience that leverages personalized service with today’s top tools and technology. Sprung is the author of the Amazon best-selling book “Financial Planning Made Personal: How to Create Joy and the Mindset for Success”, which aims to demystify and simplify the financial planning process and inspire people to take charge of their money. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and Mitlin Financial founder and wealth advisor Lawrence Sprung break down break down the most recent Personal Consumption Expenditures Price Index (PCE) report, including a note from First Trust Chief Economist Brian S. Wesbury.

They also discuss how future fiscal policy might impact retirees, the Tax Cuts and Jobs Act (TCJA), the current housing market, how small business owners can plan for retirement, "finfluencers" and AI's impact on personal finance, and much more.

What’s the difference between a reimbursement and an indemnity option? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:30 - Inflation and its impact on retirees

02:20 - Inflation-protected securities and role in retirees' portfolios

05:35 - Personal income spending and implications for retirees

06:30 - Future fiscal policy adjustments and effect on retirees

07:50 - Tax Cuts and Jobs Act

09:40 - Savings rate and impact on retirees

10:25 - Importance of emergency savings fund

12:40 - Housing market and retirement

13:45 - Ask Bob - What's the difference between a reimbursement and an indemnity option?

14:35 - How small business owners can plan for retirement

18:35 - Social media misinformation - 'Finfluencers' and AI

22:50 - Ask Bob - When do I need to file Form 706?

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Lawrence Sprung is an award-winning founder and wealth advisor. He founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing families. The Mitlin team consistently helps families make healthy financial decisions and offers an exceptional experience that leverages personalized service with today’s top tools and technology. Sprung is the author of the Amazon best-selling book “Financial Planning Made Personal: How to Create Joy and the Mindset for Success”, which aims to demystify and simplify the financial planning process and inspire people to take charge of their money.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Inflation and retirement: How to manage risk while saving https://finance.yahoo.com/videos/series/decoding-retirement In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and author, consultant, and professor, Charles Chaffin, break down the latest inflation numbers, how to manage the risk of inflation while saving for retirement, and how to protect yourself from common behavioral biases while saving for retirement. Do you recommend investing in a Roth 401(k) or a traditional 401(k)? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. If you've got questions about money or retirement, email us at AskBob@yahoofinance.com. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:20 - Inflation and its effect on retirement savings 03:30 - Budgeting for retirement 06:25 - Managing inflation while saving for retirement 10:10 - How to protect yourself from behavioral biases 12:30 - How investors can stay the course for retirement 15:35 - Importance of investment policy statement 17:50 - Warning signs to watch for that affect decision-making 22:10 - Ask Bob - Do you recommend a Roth 401(k) or traditional 401(k)? 22:40 - Ask Bob - New employer offers 401(k), how should I invest? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Charles Chaffin writes, consults, and teaches in two areas: Financial Psychology and Workplace Learning & Productivity. He also serves as Professor of Practice in the College of Human Sciences at Iowa State University. Charles is the author of 'Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior', and 'Numb: How the Information Age Dulls Our Senses and How We Can Get them Back'. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 10 Sep 2024 16:00:00 -0000 Inflation and retirement: How to manage risk while saving full 1 2 Yahoo Finance Author, consultant, and professor, Charles Chaffin In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and author, consultant, and professor, Charles Chaffin, break down the latest inflation numbers, how to manage the risk of inflation while saving for retirement, and how to protect yourself from common behavioral biases while saving for retirement. Do you recommend investing in a Roth 401(k) or a traditional 401(k)? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. If you've got questions about money or retirement, email us at AskBob@yahoofinance.com. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:20 - Inflation and its effect on retirement savings 03:30 - Budgeting for retirement 06:25 - Managing inflation while saving for retirement 10:10 - How to protect yourself from behavioral biases 12:30 - How investors can stay the course for retirement 15:35 - Importance of investment policy statement 17:50 - Warning signs to watch for that affect decision-making 22:10 - Ask Bob - Do you recommend a Roth 401(k) or traditional 401(k)? 22:40 - Ask Bob - New employer offers 401(k), how should I invest? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Charles Chaffin writes, consults, and teaches in two areas: Financial Psychology and Workplace Learning & Productivity. He also serves as Professor of Practice in the College of Human Sciences at Iowa State University. Charles is the author of 'Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior', and 'Numb: How the Information Age Dulls Our Senses and How We Can Get them Back'. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and author, consultant, and professor, Charles Chaffin, break down the latest inflation numbers, how to manage the risk of inflation while saving for retirement, and how to protect yourself from common behavioral biases while saving for retirement.

Do you recommend investing in a Roth 401(k) or a traditional 401(k)? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

If you've got questions about money or retirement, email us at AskBob@yahoofinance.com.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:20 - Inflation and its effect on retirement savings

03:30 - Budgeting for retirement

06:25 - Managing inflation while saving for retirement

10:10 - How to protect yourself from behavioral biases

12:30 - How investors can stay the course for retirement

15:35 - Importance of investment policy statement

17:50 - Warning signs to watch for that affect decision-making

22:10 - Ask Bob - Do you recommend a Roth 401(k) or traditional 401(k)?

22:40 - Ask Bob - New employer offers 401(k), how should I invest?

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Charles Chaffin writes, consults, and teaches in two areas: Financial Psychology and Workplace Learning & Productivity. He also serves as Professor of Practice in the College of Human Sciences at Iowa State University. Charles is the author of 'Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior', and 'Numb: How the Information Age Dulls Our Senses and How We Can Get them Back'.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1545 Retirement: How millennials and Gen Z can catch up on savings https://finance.yahoo.com/videos/series/decoding-retirement In the debut episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and award-winning author, and retirement expert, Anne Lester, provide retirement advice for millennials and Gen Z, including their tips on how to pay down student loan debt while still saving for retirement. Is there an upfront charge for an IRA to a Roth IRA conversion? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode's transcripts and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00 - Advice for millennials and Gen Z to catch up on retirement 03:00 - If I switch jobs, should I roll over my 401(k)? 06:55 - How to pay down student loan debt and save for retirement 11:20 - Importance of insurance while saving for retirement 12:40 - S.T.A.S.H. - How the next generation can build their retirement savings 15:50 - FOMO - How to plan for retirement without missing out 18:45 - Anne's advice from 'Your Best Financial Life' 21:00 - Ask Bob - Is there an upfront charge for an IRA to Roth IRA conversion? 22:45 - Ask Bob - When can I take money out of my Roth IRA? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Anne Lester is the author of 'Your Best Financial Life: Save Smart Now for the Future You Want'. Anne spent 20 years as head of retirement solutions for J.P. Morgan. Anne is also a media commentator with coverage from the likes of Bloomberg TV, Barron’s, CNBC, Forbes, Wall Street Journal, and New York Times. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 03 Sep 2024 16:00:00 -0000 Retirement: How millennials and Gen Z can catch up on savings full 1 1 Yahoo Finance Speaker, award-winning author, and retirement expert, Anne Lester In the debut episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and award-winning author, and retirement expert, Anne Lester, provide retirement advice for millennials and Gen Z, including their tips on how to pay down student loan debt while still saving for retirement. Is there an upfront charge for an IRA to a Roth IRA conversion? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners. Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind! Find this episode's transcripts and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00 - Advice for millennials and Gen Z to catch up on retirement 03:00 - If I switch jobs, should I roll over my 401(k)? 06:55 - How to pay down student loan debt and save for retirement 11:20 - Importance of insurance while saving for retirement 12:40 - S.T.A.S.H. - How the next generation can build their retirement savings 15:50 - FOMO - How to plan for retirement without missing out 18:45 - Anne's advice from 'Your Best Financial Life' 21:00 - Ask Bob - Is there an upfront charge for an IRA to Roth IRA conversion? 22:45 - Ask Bob - When can I take money out of my Roth IRA? Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides. Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant. Anne Lester is the author of 'Your Best Financial Life: Save Smart Now for the Future You Want'. Anne spent 20 years as head of retirement solutions for J.P. Morgan. Anne is also a media commentator with coverage from the likes of Bloomberg TV, Barron’s, CNBC, Forbes, Wall Street Journal, and New York Times. Learn more about your ad choices. Visit megaphone.fm/adchoices In the debut episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell, and award-winning author, and retirement expert, Anne Lester, provide retirement advice for millennials and Gen Z, including their tips on how to pay down student loan debt while still saving for retirement.

Is there an upfront charge for an IRA to a Roth IRA conversion? Find out in our special segment, Ask Bob, where Bob answers the most common retirement and investing questions from our listeners.

Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!

Find this episode's transcripts and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00 - Advice for millennials and Gen Z to catch up on retirement

03:00 - If I switch jobs, should I roll over my 401(k)?

06:55 - How to pay down student loan debt and save for retirement

11:20 - Importance of insurance while saving for retirement

12:40 - S.T.A.S.H. - How the next generation can build their retirement savings

15:50 - FOMO - How to plan for retirement without missing out

18:45 - Anne's advice from 'Your Best Financial Life'

21:00 - Ask Bob - Is there an upfront charge for an IRA to Roth IRA conversion?

22:45 - Ask Bob - When can I take money out of my Roth IRA?

Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Zach Faulds and Alexander Frangeskides.

Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.

Anne Lester is the author of 'Your Best Financial Life: Save Smart Now for the Future You Want'. Anne spent 20 years as head of retirement solutions for J.P. Morgan. Anne is also a media commentator with coverage from the likes of Bloomberg TV, Barron’s, CNBC, Forbes, Wall Street Journal, and New York Times.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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