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.
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24:45
The secret to a great retirement: Think like an engineer
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.
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24:45
The number 1 mistake retirees make with money
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.
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23:42
What does the 'big beautiful bill' mean for your 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.
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24:45
Inside the silver tsunami: 4.2M Americans turning 65
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
Decoding Retirement, hosted by Robert “Bob” Powell, is dedicated to empowering listeners with insights into the complex world of retirement planning and financial security. Each episode analyzes important headlines, unpacks key financial themes, and 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 5PM ET on your favorite podcast platform.
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