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.

Healthcare rules and costs are shifting again — and the changes could affect your wallet. On the next episode of “Your Money Map,” we’ll welcome Jae Oh, an Alliance for Lifetime Income Education Fellow and CFP, and Marcia Mantell, RMA, NSSA, and founder of Mantell Retirement Consulting, to unpack what’s new and how to make smarter healthcare decisions for the year ahead.

Caring for family often comes at a cost — and for many Americans, that cost is their own retirement security. On the next episode of “Your Money Map,” aging experts Ken and Maddy Dychtwald join us to unpack the latest research from the Alliance for Lifetime Income and share what it reveals about the financial and emotional strain of supporting loved ones. From healthcare worries to caregiving challenges, we’ll explore what’s keeping people up at night and how to plan smarter for the future.

What if the secret to a secure retirement wasn’t willpower…but instead, a smart plan and simple nudges? On the next episode of “Your Money Map,” behavioral economist Shlomo Benartzi joins host Jean Chatzky to explore how his “Save More Tomorrow” program revolutionized saving and how automation could do the same for spending in retirement.

Is America really facing a retirement crisis…or have we been sold the wrong story? On the next episode of Your Money Map, Andrew Biggs, senior fellow at the American Enterprise Institute and author of The Real Retirement Crisis: Why (Almost) Everything You Know About the US Retirement System Is Wrong, joins host Jean Chatzky to unpack the myths, the real risks and what retirees should actually be paying attention to.

Most retirees want to leave a legacy, but how do you balance generosity with your own financial security? On the next episode of “Your Money Map,” Jean Chatzky sits down with Dr. Russell James, a leading expert in charitable and estate planning, to talk about the desire among retirees to give back and how they can do so confidently, without putting their own futures at risk.

Is the “4% rule” still relevant in today’s retirement landscape? On the next episode of “Your Money Map,” host Jean Chatzky sits down with William Bengen, the original architect of the 4% rule, to discuss his new book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” Bengen shares how his thinking has evolved since first introducing the rule and why, now, he believes the number may be too conservative. Also joining the conversation is Michael Finke, Alliance for Lifetime Income Research Fellow and Professor of Wealth Management at The American College of Financial Services, who will offer insights on how to balance spending freely with ensuring your nest egg lasts a lifetime.

Retirement isn’t just about stepping away from work. It’s also about figuring out who you are without it – or in other words, finding your “true self.” On the next episode of “Your Money Map,” Suzy Welch, author of “Becoming You: The Proven Method for Crafting Your Authentic Life and Career,” will share how retirees can embrace reinvention and align their money mindset with the life they truly want to live.

As America hits the “Peak 65” milestone, a record number of people are reaching retirement age—but many are feeling unprepared. A new study from the Alliance for Lifetime Income and IPSOS reveals growing anxiety among Baby Boomers and Gen X, who face longer lifespans, shifting values, and financial uncertainty. While Boomers benefited from pensions and predictable safety nets, Gen X is navigating retirement amid broken promises, caregiving burdens, and identity shifts. With many delaying retirement or struggling to spend confidently, the need for tailored financial planning—especially around protected income—has never been greater.

Midlife isn’t a crisis – it’s a chrysalis; a chance to transform and start fresh. That’s the belief of Chip Conley, best-selling author and founder of the Modern Elder Academy, who is on a mission to flip the script on aging and retirement. On the next episode of “Your Money Map,” Conley will join host Jean Chatzky to talk about his own journey to reinvention and share his secrets for turning midlife and retirement into your best chapters yet.

Travel isn’t just a way to see the world – it’s a way to stay connected and fulfilled in retirement. On the next episode of Your Money Map, Emily Kaufman, better known as “The Travel Mom,” joins us to talk about the rise of retiree travel, how to take unforgettable multigenerational trips, and her top tips for stretching your travel budget without sacrificing fun.

Tyler Mathisen stepped away from the CNBC anchor desk in 2024 after decades as one of the most trusted voices in financial journalism. On the next episode of “Your Money Map,” he joins host Jean Chatzky to share how moving away from the spotlight has reshaped his perspective on money, purpose and planning for the future. With 2025 at its midpoint, Mathisen will also offer his take on the current economic landscape and the key steps retirees and pre-retirees should be taking right now.

What if creating a great retirement was as easy as knowing how to balance living well today with living well tomorrow? Roger Whitney says it is, and the key is asking the right questions and having the right conversations about money. On the next episode of “Your Money Map,” Roger, who’s known as the “Retirement Answer Man,” shares strategies to help you plan a confident, purpose-driven retirement, whether you’re just starting to save or nearing the finish line.

What does retirement look like in America today? On the next episode of “Your Money Map,” veteran Wall Street Journal reporters Anne Tergesen and Veronica Dagher will share stories from real retirees whose experiences have been shaped by how they funded their retirement – everything from relying solely on Social Security to managing a $5 million nest egg. They’ll share the biggest takeaways from these real-life experiences and offer insights into the evolving U.S. retirement landscape. From financial freedom to tough tradeoffs, we’ll explore how money shapes the possibilities – and realities – of life as a retiree.

A forced early retirement can come as a shock, disrupting not only your sense of identity but also throwing long-term retirement savings plans off course. In the next episode of Your Money Map,  we’ll explore how to navigate the emotional, financial, and practical challenges that arise when retirement comes sooner than expected. From coping with uncertainty to reassessing your next steps, our guest, Kerry Hannon, Senior Columnist at Yahoo Finance and author, will offer expert advice and guidance on regaining stability and moving forward with purpose.

If you’re at or near retirement age, you may wonder – and worry – whether your savings will last your lifetime. For many, protected income in the form of an annuity could be key to closing retirement income gaps. Unfortunately, though, over half of Americans say they don’t understand what annuities are or how they work. On the next “Your Money Map,” Alliance for Lifetime Income Fellows Michael Finke and Tamiko Toland explain how annuities can help you reach your retirement goals.

You’ve heard endless advice about how to invest, but what about how not to invest? In the next episode of Your Money Map, host Jean Chatzky sits down with financial expert Barry Ritholtz to dive into his latest book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. From emotional decision-making to chasing hot stocks, Ritholtz will break down some of the most common errors that hurt so many investors and teach you what to do instead.

For many people, the first years of retirement are the hardest, filled with challenges when it comes to bridging the gaps financially and psychologically. Steve and Karen Kreider Yoder have been giving readers a front-row seat to their experience in “Retirement Rookies,” a monthly column they write for The Wall Street Journal where they chronicle the ups and downs of the beginning stages of retirement. On the next episode of “Your Money Map,” they share the biggest lessons they’ve learned so far.

According to a recent study, over half of working couples disagree with their partner on how much money they need to save in order to retire. And, that’s just one of the big disagreements couples will face as they approach their non-working years. The key to navigating it all? Communicating effectively. Join us for the next “Your Money Map,” where Charles Duhigg, Pulitzer Prize-winning author of ‘The Power of Habit’ and ‘Supercommunicators’ will share how to have better, more productive conversations with everyone from your spouse to your financial advisor.

Studies have shown there are a number of benefits to having a purpose in retirement. But how do you know what your purpose is? And, once you’ve defined it, how do you fund it? Richard Leider, co-author of “The Power of Purpose: Find Meaning, Live Longer, Better,” and Margarita Perry, CPFA®, Senior Vice President, Financial Advisor and Senior Portfolio Director Group with RBC Wealth Management, tackle these two important questions in the next episode of “Your Money Map.”

What does it mean to have a wealthy life? According to Sahil Bloom, author of the new book “The 5 Types of Wealth,” it’s not just about money. Join us on the next episode of “Your Money Map,” where Bloom shares his advice for redefining your priorities and living a life based on five types of wealth: Time Wealth, Social Wealth, Mental Wealth, Physical Wealth, and Financial Wealth.

2025 is officially here, and with it comes a new administration in the White House, along with new economic policies that will impact you and your wallet. On the next episode of “Your Money Map,” host Jean Chatzky sits down with Betsey Stevenson, University of Michigan Public Policy and Economics Professor and Former Chief Economist of the U.S. Department of Labor to talk about what economic changes in the New Year could mean for retirees.

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.