Peak65: Mark Emerson

Peak65: The Smiths

Peak65: David McCaskell

Peak65: Robin Beymer

Elton John’s message on how to find the freedom to follow your Yellow Brick Road
Financial security and planning for the next phase in life are hugely important topics for Elton John. Hear more about the critical steps needed to ensure financial freedom in your life to follow your own yellow brick road to your next chapter.

Do you have questions about how SECURE Act 2.0 might affect you? Learn more from our education fellow, Jason Fichtner, as he breaks down the top things you should know.

What’s the key to a fulfilling life as you age? Friendships. That’s according to Susan Noles and Kathy Swarts, fan favorites from “The Golden Bachelor” who met as contestants and went on to form a bond like no other. Join us on the next “Your Money Map” where host Jean Chatzky sits down with Susan and Kathy to talk about forming friendships as we age, navigating the financial side of retirement as a single woman and how to make life’s later years truly golden.

Many of us spend decades saving for retirement. But what happens when it’s time to spend those hard-earned dollars…how do you make them last? In the next episode of “Your Money Map,” we’ll talk with Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar and author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement” and David Blanchett, a Research Fellow in the Alliance for Lifetime Income Institute and Managing Director, Portfolio Manager and Head of Retirement Research for PGIM DC Solutions, about the art of decumulation, or in other words, mastering how to turn your nest egg into sustainable income.

Over 53 million Americans now provide unpaid care for loved ones. And, while necessary, it’s hurting their ability to save for the future, and causing what many refer to as a “caregiving crisis.” On the next episode of “Your Money Map,” Elissa Strauss, author of “When You Care: The Unexpected Magic of Caring for Others,” sits down with host Jean Chatzky to talk about how caregivers can find purpose in their work and how our country can better support and value caregivers through everything from policy reforms to workplace flexibility.

For the first time in history, up to five generations are working alongside one another in the workplace. This comes with challenges and a number of upsides, according to Dr. Tim Elmore, author of A New Kind of Diversity: Making the Different Generations on Your Team a Competitive Advantage. On the next episode of “Your Money Map,” Elmore will share his insights for bridging the generational divide and harnessing the strengths of a multigenerational workforce.

The number of Americans ages 65 and older is projected to reach 82 million by 2050. Despite the daily increase in the number of seniors, and the fact that a majority of voters count themselves among that population, experts say candidates have largely ignored the challenges of growing older in America. On this episode of “Your Money Map,” Peter Kaldes, CEO of Next50, breaks down why these issues need to be at the forefront of the next administration’s agenda and what can be done to ensure older Americans are not left behind.

What’s one of the biggest threats to your retirement savings? Taxes, according to Ed Slott, author of the new book The Retirement Savings Time Bomb Ticks Louder. In the next episode of Your Money Map, Slott breaks down what recent tax laws mean for your retirement and how you can defuse threats to protect your financial security.

Research from the Alliance for Lifetime Income shows nearly half of Peak 65 consumers are already receiving Social Security payments, with many claiming early because they fear the program won’t be around for the long haul. On this episode of “You Money Map,” Emerson Sprick, an economist and Associate Director of the Economic Policy Program at the Bipartisan Policy Center will address some of the biggest concerns surrounding Social Security and weigh in on what actions lawmakers need to take to protect its future.

NFL veteran Brandon Copeland has gone from tackling opponents on the football field to tackling the complex, often misunderstood world of personal finance. How, and why, did he do it? He breaks it down in his new book, Your Money Playbook. On the next episode of “Your Money Map,” Copeland sits down with host Jean Chatzky to talk about his journey from NFL linebacker to an Ivy League professor whose mission is to help people secure their financial futures.

From saving for retirement to health and healthcare cost concerns, aging can be a challenge. Those challenges can be even greater for women who are single. On this episode of “Your Money Map,” host Jean Chatzky sits down with Dr. Bella DePaulo, a leading expert on single life and author of Single at Heart to talk about how single women can best navigate the next chapter to live a life that’s solo and financially secure.

What do geometry and your finances have in common? A lot, according to Brian Portnoy, the author of The Geometry of Wealth: How to Shape a Life of Money and Meaning. On this episode of “Your Money Map,” host Jean Chatzky sits down with Portnoy, the founder of Shaping Wealth, a learning technology company focused on promoting financial well-being, to talk about why many of us are thinking about wealth the wrong way and how we can all build a life filled with meaning, regardless of our financial situation.

Research shows that dementia begins to take a financial toll long before diagnosis, impacting everything from credit scores to paying bills. On this episode of “Your Money Map,” host Jean Chatzky sits down with Dr. Lauren H. Nicholas, a health economist who has been at the forefront of studying the link between cognitive decline and finances, to talk about what you can do to protect yourself and your loved ones.

This summer is shaping up to be the “summer of travel,” with an estimated 82% of people saying they plan to vacation at least once in the coming months, according to a recent survey. On the next episode of “Your Money Map,” Peter Greenberg, “The Travel Detective” and Travel Editor for CBS News joins host Jean Chatzky to talk about how to get the best deals, even if you’ve waited until the last minute to make your summer travel plans.

From helping to plan out a vacation to virtual assistants like Siri and Alexa, the uses for AI are many. But what about using it for financial planning? On the next episode of “Your Money Map,” Jean Chatzky sits down with Ron Shevlin, Chief Research Officer at Cornerstone Advisors and Senior Contributor at Forbes, to talk about the advantages–and the pitfalls–of using AI as you map out your money goals.

How does one go from a nearly 50-year career in social work to becoming an Instagram influencer and a fashion model landing deals with designers like Valentino? That was the case for Lyn Slater, who did just that in her 60s. How did she do it? And why did she give it all up? Slater joins Jean Chatzky on the next episode of “Your Money Map” to answer those questions and talk about the biggest lessons from her new book, “How to Be Old: Lessons in Living Boldly from the Accidental Icon.”

Today, nearly 20% of Americans 65 and up are employed. That’s almost double the number it was 35 years ago. While the reasons for working later in life are many, for a good number, it’s simple–they love what they do. Mark S. Walton is the author of “Unretired: How Highly Effective People Live Happily Ever After.” On this episode of “Your Money Map,” he sits down with Jean Chatkzy to share what he’s learned from crisscrossing the country to talk with hundreds of people in dozens of professions about why they love the “unretired” life.

Today, women live an average of six years longer than men. Unfortunately for many, health issues, financial insecurity and a lack of purpose can rob women of the opportunity to enjoy their “longevity bonus years.” On the next episode of “Your Money Map,” host Jean Chatzky sits down with Maddy Dychtwald, the author of “Ageless Aging,” to talk about the steps women can take to sync up their healthspans and lifespans and ultimately, live longer, happier and healthier lives.

How do you think about retirement? For most, it’s an immediate transition from full-time work to full-time freedom. But, there’s another approach that’s becoming more popular–a phased-in retirement, where people gradually reduce their work hours and responsibilities over time, easing into retirement at their own pace. On this episode of “Your Money Map” host Jean Chatzky sits down with Allison Schrager, an economist and senior fellow at the Manhattan Institute, as well as a columnist at Bloomberg Opinion, to talk about how the phased-in approach is redefining retirement as we know it.

Retiring is a major life change. It’s an even bigger transition if you’re doing it as a couple. From working together to craft a financial plan that meets your needs to making sure you don’t get on each other’s nerves during all that extra free time you’ll have, there’s a lot to navigate. On this episode of “Your Money Map”, Jean Chatzky sits down with Clare Ansberry of The Wall Street Journal to talk about how retired couples can make the most of this turning point in their lives. Plus, they’ll be joined by a couple who not only retired together but also worked side-by-side for over two decades.

For pre-retirees, saving for your golden years can seem daunting. But, as Anne Lester, former head of retirement solutions for JPMorgan Asset Management and Alliance for Lifetime Income Fellow explains, everyone can find a way to save for the future. In her new book, “Your Best Financial Life,” Lester outlines actionable steps to identify what retirement tools are best for you and an easy-to-use roadmap to ensure you’ve saved enough. On the next “Your Money Map,” Lester joins host Jean Chatzky to share how you can lay the groundwork for a secure retirement and ultimately, live “your best financial life

Morgan Housel is a partner at The Collaborative Fund. He’s the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over five million copies and have been translated into more than 50 languages. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, and winner of the New York Times Sidney Award. In 2022, MarketWatch named him one of the 50 most influential people in markets. He serves on the board of directors at Markel.

The Election And What It Means For Your Money: It’s the day after “Super Tuesday” and the race for the White House is heating up. What does it all mean for your money and your retirement? In the past, we’ve seen how who’s in power can impact economic growth, policy, and the markets. On this episode of “Your Money Map,” host Jean Chatzky sits down with Mark Zandi, Chief Economist at Moody’s Analytics to talk about the 2024 presidential election and what it could mean for you.

Following his Yellow Brick Road By Protecting His Retirement
Mike Gomez, Elton John’s head production rigger, tells us how an annuity gives him the certainty and peace of mind to pursue what’s next in life.

How Retirement Has Changed and Locking in Income – FP Heather Drebenstedt 
We’re living longer and that makes it more important that we lock in the money we need throughout our increasingly longer retirement years. Heather Drebenstedt explains how you can use an annuity to create a lifetime stream of income that can add security to your retirement plan.

Setting the Record Straight: Annuity Myths
When it comes to annuities, there’s a lot of misinformation available. Watch Michael Finke, Tamiko Toland, and David Blanchett debunk common annuity myths.

Understanding Retirement Income and Rethinking Retirement Planning – FP Jeannette Bajalia
We all know that saving is a big part of retirement planning. But how do you take a holistic approach that incorporates all aspects of your life? Jeannette Bajalia walks through how to think more broadly about retirement income planning, including how to turn some of your savings into an income stream that can last a lifetime.

BRN – Financial Planning for Longer Life Spans & Greater Longevity
BRN AM on Wednesday August 25th, 2021 with Suzanne Norman, Senior Education Advisor with the Alliance for Lifetime Income.