Decoding Retirement

By: Yahoo Finance
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  • Summary

  • 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! Every Tuesday at 12PM ET on your favorite podcast platform.
    Yahoo Finance LLC
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Economics Personal Finance
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Episodes
  • ERISA turns 50: How one law revolutionized retirement

    ERISA turns 50: How one law revolutionized retirement
    Feb 4 2025
    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
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    25 mins
  • Longevity risk & financial communication

    Longevity risk & financial communication
    Jan 28 2025
    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
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    25 mins
  • The precarious Social Security situation

    The precarious Social Security situation
    Jan 21 2025
    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
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    26 mins

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