Episode Details

Our guest on the podcast today is financial journalist and certified financial planner, Robert Powell. His work appears regularly in MarketWatch.com, USA TODAY, TheStreet.com, The Wall Street Journal, and AARP. Bob also serves as the director of Retirement Education at Sensible Money and as editor in chief of the Investments and Wealth Institute’s Retirement Management Journal. He is also an instructor in Salem State University’s Online Elder Planning Specialist program. In addition, Bob hosts two podcasts himself: the Investments and Wealth Institute’s Exceptional Advisor podcast and the Callaway Climate Insights podcast. He received his bachelor’s degree from Marquette University and a master’s degree from Boston University.

Background

Bio

Twitter handle: @Retirementpedia

The Exceptional Advisor podcast

Callaway Climate Insights

Current Environment

“60/40 Portfolio—Dead or Alive?” by Robert Powell, marketwatch.com, Jan. 11, 2023.

Tony Davidow

“Common Retirement Questions: Should I Be More Conservative With My Portfolio?” by Mer Brown, the street.com, Dec. 23, 2022.

“Estimating the True Cost of Retirement,” by David Blanchett, Morningstar.com, Nov. 5, 2013.

“The Bucket Approach to Building a Retirement Portfolio,” by Christine Benz, morningstar.com, Nov. 23, 2022.

“Spending Trajectories After Age 65,” by Michael Hurd and Susann Rohwedder, rand.org, 2022.

Decumulation

“Why Target-Date Funds May Be Sabotaging Your Retirement,” by Robert Powell, marketwatch.com, Aug. 17, 2022.

“What Is the Average Retirement Age?” by Emily Brandon, money.usnews.com, July 26, 2022.

“2018 Retirement Confidence Survey,” Employee Benefit Research Institute, ebri.org, April 24, 2018.

Retirement Income Style Awareness Profile (the RISA®)

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