Latest news with #DennisGolin
Yahoo
2 days ago
- Business
- Yahoo
The hidden financial risk when sponsors pull out
Dive into the dollars, decisions, and deeper meaning behind World Pride DC 2025 with Ryan Bos, executive director of Capital Pride Alliance. From glitter-filled celebrations to seven-figure budgets, we'll break down what it really takes to organize one of the largest LGBTQ+ events in the world. Through the lens of Pride, protest, and personal finance, this episode of Living Not So Fabulously blends activism with accountability, reminding us that visibility is powerful, but budgeting for that visibility also matters. Ryan Bos also offers real world advice for queer professionals trying to build wealth and stability while staying true to their values For full episodes of Living Not So Fabulously, listen on your favorite podcast platform or watch on our website. Yahoo Finance's Living Not So Fabulously is produced by Dennis Golin.
Yahoo
03-05-2025
- Business
- Yahoo
What is a "Certified Financial Therapist?"
Many financial professionals have a CFP (Certified Financial Planner) designation– but have you ever heard of a Certified Financial Therapist? Robert "Bob" Powell talks to Preston Cherry, Concurrent Wealth Management wealth advisor, to discuss the unique skillset of a Certified Financial Therapist and how they might be able to assist on your retirement journey. In the full episode of Decoding Retirement, Bob and Preston discuss his new book, his growth philosophy, and making tactical shifts in your portfolio to help smooth out any bumpy rides. Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Dennis Golin. Find more episodes of Decoding Retirement at Thoughts? Questions? Fan mail? Email us at yfpodcasts@ This post was written by Dennis Golin. So, President, uh, you have a certified financial planner designation, as do I. But you also have another designation called the certified financial therapist. And the merging of these two uh, knowledge designations makes for, I think, a unique experience for you. Uh, tell us how you are able to sort of influence the perspective of people having a truly successful retirement, given those two designations. Yes, absolutely. You know, uh, people have to see themselves in their financial plan. And if they don't, then there's no stick-to-it stick-to-itness to the plan, right? And this is why it always goes back to the the people-centered process. And people like, "Oh, that's cliche. Uh, well, that doesn't mean anything." But you know what? If you don't, then people won't even start the plan, won't commit to a plan, won't enjoy the the prospering of the plan, right? And I always say, if folks can see their preferences, their life stage, which is points, right, their purpose, and then the their their financial plan will then prosper. All right? So, more peas, more alliteration. But if if folks can, uh, rarely are folks asked, you know, about themselves and to see themselves, investigate themselves, discover. And I get this question often, Bob, is, you know what? I've never been asked that. Or, you know, thank you for asking. Because then now, people see their their feelings turn into find the numbers of finances, and then now, you can flourish. Sign in to access your portfolio
Yahoo
22-04-2025
- Business
- Yahoo
Building a retirement plan that works for you
Can target date funds actually be personalized when approaching retirement age? Robert "Bob" Powell sits down with Chris Littlefield, President of Retirement Income Solutions at Principal, to discuss how you can improve your retirement returns with a hybrid target date the full episode of Decoding Retirement, Bob and Chris discuss adjusting your portfolio to match the moment, common retirement mistakes, and how to tell when it's the right time to retire. Catch the full episode with Chris Littlefield on Yahoo Finance's Decoding Retirement. Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Dennis Golin. Find more episodes of Decoding Retirement at Thoughts? Questions? Fan mail? Email us at yfpodcasts@ This post was written by Dennis Golin. The interesting thing you're seeing in target date now is you're also seeing what what people are calling hybrid target dates, right? Target date fund until you reach the age of 40 or 45 or 50, and then it converts to a managed account option. So, you have an asset allocate asset allocate asset accumulation for 20, 25 years, but then when you get starting closer when you might need to start planning for retirement, it gets you into more personalized that takes into account your individual circumstance as opposed to just your age. And I think that's been a really uh significant uh uh approach. Now there is a cost difference to that. There is a cost for providing that advice, but in many cases we see the people that pair up a target date fund with the managed account have better overall retirement income outcomes because that managed account is able to be personalized for their specific and unique circumstances. Yeah, if I think about one of the historic sort of short corners shortcomings of plan providers is this notion of that you have eyes on someone's defined contribution or 401k plan, but maybe not on their other assets. Maybe maybe they have rental income from a an apartment that they own. Maybe they have a lot of um uh stock from the company that they work at, or maybe they have a lot of money in a taxable account, but so being able to have eyes on all their assets is really important as you think about building a plan that works for them. Sign in to access your portfolio
