Advertise on podcast: 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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