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Explore every episode of the podcast Decoding Retirement
Dive into the complete episode list for Decoding Retirement. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| What advisors need to know about financial planning in 2026 | 06 janv. 2026 | 00:25:45 | |
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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| Falling short of retirement goals? Here's how you catch up | 30 déc. 2025 | 00:25:45 | |
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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| Why the racial wealth gap is so difficult to close | 27 déc. 2025 | 00:25:45 | |
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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| When banks say no: the financial step families miss | 23 déc. 2025 | 00:25:45 | |
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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| What happens to your money if you don't have a plan | 16 déc. 2025 | 00:25:45 | |
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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| Half of Americans go into holiday debt - here's how to avoid it | 09 déc. 2025 | 00:49:45 | |
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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| Why retirees are finally taking crypto seriously | 02 déc. 2025 | 00:24:45 | |
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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| The Social Security mistake that costs couples $180k | 25 nov. 2025 | 00:24:45 | |
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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| Why younger caregivers may need to work 7-21 extra years | 18 nov. 2025 | 00:24:45 | |
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.
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| Why a micro-retirement might be your smartest money move | 11 nov. 2025 | 00:24:45 | |
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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| 5 smart money moves to make 5 years before retiring | 04 nov. 2025 | 00:24:45 | |
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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| The $3.4B scam epidemic targeting older Americans | 28 oct. 2025 | 00:24:45 | |
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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| The $14,000 mistake retirees make during open enrollment | 21 oct. 2025 | 00:45:28 | |
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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| The costly Medicare Part D Mistake 95% of people make | 17 oct. 2025 | 00:23:47 | |
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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| Medicare Advantage exposed: what’s changing in 2026 | 16 oct. 2025 | 00:22:39 | |
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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| Don’t pick a Medicare plan until you use this tool | 15 oct. 2025 | 00:24:45 | |
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.
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| Should you keep or switch your Medicare plan? | 14 oct. 2025 | 00:24:45 | |
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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| The one Medicare letter you can’t afford to ignore | 13 oct. 2025 | 00:23:36 | |
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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| Why Gen X faces the hardest retirement yet | 07 oct. 2025 | 00:24:44 | |
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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| Why every retiree needs to rethink their tax plan | 30 sept. 2025 | 00:24:45 | |
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.
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| How much money do you really need to retire? | 23 sept. 2025 | 00:24:44 | |
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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| Government shutdown: Jean Chatzky on what retirees need to know | 22 sept. 2025 | 00:02:36 | |
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.
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| Why $1.7 trillion is left behind in forgotten 401(k)s | 16 sept. 2025 | 00:24:44 | |
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.
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| 4 steps to rebuild your life after retirement | 09 sept. 2025 | 00:24:45 | |
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.
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| The missing piece in your retirement puzzle: Homeowner's insurance | 02 sept. 2025 | 00:23:38 | |
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.
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| How most families get retirement wrong | 26 août 2025 | 00:24:45 | |
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.
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| Healthcare costs can make or break your retirement | 19 août 2025 | 00:24:45 | |
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.
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| Why fears of a retirement crisis may be overblown | 12 août 2025 | 00:24:17 | |
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.
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| Caregiving is the $600 billion crisis hiding in plain sight | 05 août 2025 | 00:24:45 | |
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.
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| Dr. Oz’s plan to stop Medicare waste and rising costs | 29 juil. 2025 | 00:28:12 | |
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.
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| A retirement crisis could be coming– here's how to prepare | 22 juil. 2025 | 00:24:45 | |
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.
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| Will Social Security run out of money sooner than you think? | 15 juil. 2025 | 00:24:45 | |
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.
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| New bill, new rules: What retirees need to know before it's too late | 08 juil. 2025 | 00:24:45 | |
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.
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| Costly IRA mistakes could crush your retirement | 01 juil. 2025 | 00:24:45 | |
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.
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| The secret to a great retirement: Think like an engineer | 24 juin 2025 | 00:24:45 | |
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.
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| The number 1 mistake retirees make with money | 17 juin 2025 | 00:23:42 | |
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.
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| What does the 'big beautiful bill' mean for your retirement? | 10 juin 2025 | 00:24:45 | |
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.
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| Inside the silver tsunami: 4.2M Americans turning 65 | 03 juin 2025 | 00:24:45 | |
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.
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| College is pricier than ever– here’s how you make it cheaper | 27 mai 2025 | 00:24:45 | |
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.
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| The hidden costs of caregiving | 20 mai 2025 | 00:24:45 | |
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.
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| What will 'the new retirement' mean for you? | 13 mai 2025 | 00:24:45 | |
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.
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| What JP Morgan's "Guide to Retirement" can teach you | 06 mai 2025 | 00:24:46 | |
"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.
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| Facing retirement in a Bear Market? Here's what you need to know | 29 avr. 2025 | 00:24:45 | |
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.
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| Key retirement plan adjustments you need now | 22 avr. 2025 | 00:24:45 | |
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.
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| Unlock thousands for retirement with this financial move | 15 avr. 2025 | 00:24:45 | |
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.
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| Tips for Managing Market Volatility | 08 avr. 2025 | 00:24:45 | |
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.
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| Smart Spending and Finding Purpose with Christine Benz | 01 avr. 2025 | 00:24:45 | |
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.
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| The Triple Decker Club Sandwich generation: Rethinking Retirement and Family Living | 25 mars 2025 | 00:24:45 | |
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.
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| The Retirement Playbook: Smart Strategies for a Stress-Free Future | 18 mars 2025 | 00:24:45 | |
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.
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| Unraveling common retirement misconceptions | 11 mars 2025 | 00:24:45 | |
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.
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