• Retirement: How millennials and Gen Z can catch up on savings

  • Sep 3 2024
  • Duración: 26 m
  • Podcast

Retirement: How millennials and Gen Z can catch up on savings

  • Resumen

  • 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 yfpodcasts@yahooinc.com. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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