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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 [email protected].
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.
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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 [email protected].
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.
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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 [email protected].
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.
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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 [email protected].
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.
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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 [email protected].
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.”
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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 [email protected].
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.
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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 [email protected].
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.
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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 [email protected].
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.
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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 [email protected].
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.
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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 [email protected].
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 [email protected].
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'.
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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 [email protected].
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.
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