What advisors need to know about financial planning in 2026

What veterans need to know about retirement planning

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 [https://finance.yahoo.com/videos/series/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 [https://finance.yahoo.com/videos/series/decoding-retirement]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

What advisors need to know about financial planning in 2026

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 [https://finance.yahoo.com/videos/series/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 [https://finance.yahoo.com/videos/series/decoding-retirement]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Falling short of retirement goals? Here's how you catch up

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 [https://finance.yahoo.com/videos/series/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 [https://finance.yahoo.com/videos/series/decoding-retirement]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Why the racial wealth gap is so difficult to close

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 [https://finance.yahoo.com/videos/series/decoding-retirement/] is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement [https://finance.yahoo.com/videos/series/decoding-retirement]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

When banks say no: the financial step families miss

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 [https://finance.yahoo.com/videos/series/decoding-retirement/] is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement [https://finance.yahoo.com/videos/series/decoding-retirement]. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]