The number 1 mistake retirees make with money
Planning for what happens to your finances when you're gone can be a tough but necessary conversation. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Jeffrey Levine, chief planning officer of Focus Partners Wealth, about balancing a happy retirement with a sizable nest egg for your family to inherit. Jeffrey discusses how to maximize tax efficiency, how aggressive your portfolio should be, and how to ensure your expenses don't exceed your income. Yahoo Finance's Decoding Retirement is hosted by Robert Powell. Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/seri.... #youtube #investing #stocks About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. Get the latest news and data at finance.yahoo.com Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) Follow Yahoo Finance on social: X: / yahoofinance Instagram: https://www.instagram.com/yahoofinanc... TikTok: https://www.tiktok.com/@yahoofinance?... Facebook: / yahoofinance LinkedIn: / yahoo-finance

How much money do you really need to retire?

How to Retire: Prioritize Tax Planning in Retirement

Warren Buffett: What To Do Between 6 PM and Midnight (2026 Masterclass)

12 ASSETS THAT MAKE YOU RICH

Stock Expert: Becoming Rich Is Simple, But You Won’t Do It!

The secret to a great retirement: Think like an engineer

What does the 'big beautiful bill' mean for your retirement?

Unraveling retirement misconceptions

Complete Money Makeover: How to Do a Financial Facelift

Inside the silver tsunami: 4.2M Americans turning 65

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

The Most Accurate Roth Conversion Strategy You’ve Never Been Taught (Save $100k+)

Once You Retire, Upgrade These 10 Things Before Telling Anyone

5 Money Rules That Will Change Your Life & Create Financial Freedom

Running Out of Time: The Roth Conversion Strategy Before 2028

CFP® Explains: How to Organize Your Retirement (7 Must-Have Accounts)

I Retired With $3M at 56, I Wish I Waited. Here's Why...

11 Bogleheads® Principles with Jim Dahle

Social Security at 62 vs 70: The Math Everyone Gets Wrong

