Five questions for Emily Brandon

In the days when defined benefit pensions roamed the land, retirement income was automatic: you worked for a company, the company contributed to the pension fund. Checks started arriving when you retired, and didn’t stop until you did. End of story, for the most part. Plenty retirees still have traditional pensions, but they are on […]

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How much do you need to retire happy? Wes Moss has your number

It may be true that money can’t buy you love, but can it buy happiness in retirement? Most people would say it can, but financial planner Wes Moss wanted the details: Just how much money does it take to retire happily – and is there a point of diminishing happiness return on the size of […]

Five questions for John Wasik on Keynes, investing and retirement

John Maynard Keynes was one of the most influential economists of the 20th Century; his name is associated widely with the economic theory that governments should step up spending during recession to pull countries out of slumps. But here’s a little-known fact about Keynes: he was one of the most successful investors of his time. […]

Five questions for Bart Astor on retirement roadmaps

Bart Astor is a recognized expert in life’s transitions and eldercare. His new book, AARP Roadmap for the Rest of Your Life: Smart Choices about Money, Health, Work, Lifestyle, and Pursuing Your Dreams, was released in May. He recently agreed to answer a few questions about the key themes of the book for’s readers. […]

Five questions for Dick Stroud on aging market entrepreneurship

The baby boomer age wave often is characterized as a demographic and societal challenge, but it’s also a huge entrepreneurial business opportunity. The aging of the population is creating market demand for new products and services at an unprecedented pace. I spoke recently about age wave opportunities with Dick Stroud, co-author with Kim Walker of […]

Five questions for Marc Freedman about encore careers

Last week I attended the annual Encore 2013 conference, which always is a highlight on my calendar. It’s a great opportunity to hear from top thought leaders on the challenge of re-inventing careers at midlife, including the presentation of the Purpose Prize awards. Marc Freedman, CEO of, always is too busy to talk at […]

Five questions for Steve Vernon on generating retirement income

Who better to answer the question than an actuary, and one who is passionate about educating us all on retirement security? That’s Steve Vernon. An actuary by background, he’s a full-time retirement educator, blogger and author, and one of the sharpest experts I know on retirement planning. Steve’s  recent book, Money for Life: Turn Your […]