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In the News

Journalists, writers, and podcasters across the country ask for Marcia Mantell’s insights about a wide-range of retirement topics. Read or listen to the latest…

Journalists Turn to Marcia

Having in-depth knowledge about a topic as complex as retirement is one thing. Being able to translate those complexities into meaningful language for non-financial folks is something else. Marcia is well-known for bringing dry, jargon-laden, technical retirement language into everyday life. That’s why reporters seek her out. And, popular publications ask her to write guest columns. Not to mention podcasters love her lively interview style.

She’s also a respected source among journalists who focus on delivering important information and trends to financial advisors and the retirement industry.

Listen to a wide-variety of podcasts

From Jean Chatzky’s HerMoney to Matt Halloran’s Top Advisor Marketing, Marcia is talking retirement. Take a listen in on the latest podcasts where Marcia is a guest. Check out the full list in Marcia’s Podcast Library.

Check out articles for Financial Advisors

Marcia’s been a contributing writer to Life/Health Advisor Magazine since 2018. She offers Financial Advisors insights, practice management tips, and new ideas for helping their clients successfully navigate the challenges of retirement. From dealing with Baby Boomers perspectives to understanding Social Security and Medicare, her articles are well-received and often the lead story. Check out What’s Marcia Talking About?

Featured Interview with Marcia Mantell

Mornings with Maria (Bartiromo) on Fox Business, April 13, 2023

Nearly half of women aged 55+ have no personal retirement savings: Marcia Mantell | Fox Business Video
Author Marcia Mantell discusses why women are likely to have less in retirement savings and shares planning tips for future retirement.
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Read Articles of Interest & Interviews

Retirement Daily – ChatGPT vs. Expert: How Does the Advanced Premium Tax Credit Work? by Bob Powell, April 25, 2023

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Retirement Daily – Are You Prepared for Retirement? by Karen Kurson, April 18, 2023

Have you prepared enough to retire?
Amid a slew of unpleasant financial surprises and continued uncertainty, saving for retirement has taken a backseat. Here’s a reminder of why it should be a priority.

The Wenatchee World – Women’s History: The 1990s Were Pivotal by Marcia Mantell, March 28, 2023

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Retirement Daily – Cookin’ Up Your Retirement Plan – The Lake Oconee Boomers Team – April 7, 2023

Cookin’ Up Your Retirement Plan – Lake Oconee Boomers
Third Book by Plymouth, MA Retirement Guru and Author Now Available Baby Boomers are retiring faster than expected, largely due to COVID-19 implications. In 2020, 56 percent of Boomers were drawing Social Security prior to full retirement age. In 2021, that number increased to 58 percent. “In short,…

Retirement Daily – The Future of Social Security: Experts Weigh In by Karen Kurson, March 16, 2023

thestreet.com

ThinkAdvisor – A Retirement Recipe for Advisors Short on ‘Cooking’ Skills by Jane Wollman Rusoff, March 9, 2023

A Retirement Recipe for Advisors Who Don’t ‘Cook’ | ThinkAdvisor
Popular consultant Marcia Mantell’s latest book is for production-based advisors and agents whose clients need retirement help.

Yahoo! – Social Security: The Hidden Trap to Claiming a Lump-Sum Payment at 70 by Vance Cariaga, March 9, 2023

Social Security: The Hidden Trap to Claiming a Lump-Sum Payment at 70
Americans who qualify for Social Security retirement benefits are usually encouraged to wait at least until full retirement age to collect so you can get 100% of the benefits you are due. Ideally,…

ThinkAdvisor – 8 “Troubling” Features of Social Security’s New Website: Marcia Mantell by John Manganaro, December 15, 2022

8 ‘Troubling’ Features of Social Security’s New Website: Marcia Mantell | ThinkAdvisor
The redesign seems to prioritize ease of use over helping users make good decisions, the Social Security expert says.

ThinkAdvisor – 10 Ways to Find Opportunity in This Market By Dinah Wisenberg Brin, November 4, 2022

10 Ways to Find Opportunity in This Market | ThinkAdvisor
Now is the time to improve your clients’ positioning and take advantage of some down-market strategies.

BuySide from WSJ– What is a 403(b)? by David Conti, August 19, 2022

What Is a 403(b)?
Close cousins to the 401(k), these retirement accounts have nearly identical tax benefits

Sagewell Index– Sagewell Senior Certainty Index by Jeff H., June 21, 2022

Sagewell Senior Certainty Index | June 2022 | Sagewell
The Sagewell Senior Certainty Index was conducted to gauge how seniors, particularly those who are online (“digital seniors”), view the certainty of their retirement planning in a post-pandemic world.

FinancialAdvisor – Why Widows Fire 70% Of Male Advisors by David Macchia, June 6, 2022

Why Widows Fire 70% Of Male Advisors
Male advisors are getting a wake-up call, while the profession flounders in recruiting more female advisors.

ThinkAdvisor – A Hard Look at Raising the Retirement Age by Ginger Szala, March 15, 2022

A Hard Look at Raising the Retirement Age | ThinkAdvisor
This change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.

ThinkAdvisor – How to Show Couples the Hazards of Claiming Social Security Early by Ginger Szala, January 24, 2022

How to Show Couples the Hazards of Claiming Social Security Early | ThinkAdvisor
Claiming benefits at 62 is usually a mistake, even if one spouse waits till 70, retirement experts say.

Advisor Perspectives – Man, You’ve Got This! Or Maybe Not by David Macchia, Marcia Mantell, January 20, 2022

Man, You’ve Got This! Or Maybe Not
If a recently widowed client hasn’t fired you, then you are among a lucky few. Here’s a thought experiment that illustrates the vulnerability advisors face when they don’t engage the female half of a couple.

ThinkAdvisor – What to Expect for Social Security in 2022 by Ginger Szala, December 29, 2021

What to Expect for Social Security in 2022 | ThinkAdvisor
Experts Jamie Hopkins, Marcia Mantell and Nancy Altman weigh in on what lies ahead for the retirement benefits program next year.

ThinkAdvisor – 8 Predictions for Retirement in 2022 by Ginger Szala, December 28, 2021

8 Predictions for Retirement in 2022 | ThinkAdvisor
Experts Wade Pfau, Jamie Hopkins, Carolyn McClanahan, David Blanchett and others share their respective outlooks on income planning, long term care and more.

ThinkAdvisor – 10 Merriest Retirement Facts: 2021 by Ginger Szala, December 17, 2021

10 Merriest Retirement Facts: 2021 | ThinkAdvisor
We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year’s good news for retirees.

ThinkAdvisor – Marcia Mantell: Social Security, Medicare and What Advisors Need to Know by Ginger Szala, November 17, 2021

Investment News & Analysis for Financial Advisors | ThinkAdvisor
ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their businesses and their bottom line.

InvestmentNews – 5 important Social Security issues for women by Athene, November 4, 2021

5 important Social Security issues for women – InvestmentNews
Discover 5 of the most common misconceptions your female clients may have about Social Security and how you can help them maximize their benefits as part of an overall retirement strategy.

ThinkAdvisor – Social Security Whiz Marcia Mantell Cheers Provisions for Widows, Caregivers in New Bill by Ginger Szala, October 28, 2021

Social Security Whiz Marcia Mantell Cheers Provisions for Widows, Caregivers in New Bill | ThinkAdvisor
Rep. John Larson’s new bill has added new, important measures that are much needed, says the retirement expert.

Retirement Income Journal – Learn to “Ted Lasso” Women Clients by Kerry Pechter, September 22, 2021

Learn to [Ted] ‘Lasso’ Women Clients
David Macchia of Wealth2k and author Marcia Mantell are about to launch a new service, Women And Income, a turnkey marketing, income planning and lead generation service for advisers. It’s for advisers not naturally blessed with the charm of TV’s Ted Lasso.

USA Today – How much of a cut to social security benefits can you expect based on your age? by Robert Powell, July 18, 2021

How much of a cut to social security benefits can you expect based on your age?
It’s not a new discovery that Social Security income will fall short of scheduled benefit. But there’s no need to overreact.

New York Times – A Woman’s Guide to Making the Most of Social Security by Susan B. Garland, June 28, 2021

A Woman’s Guide to Making the Most of Social Security
Women tend to live longer than men, so they need as much retirement income as possible. Whether you’re 30 or 60, here’s what you need to know.

ThinkAdvisor – 5 Rules for Claiming Social Security Benefits as an Ex-Spouse by Ginger Szala, April 2, 2021

Investment News & Analysis for Financial Advisors | ThinkAdvisor
ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their businesses and their bottom line.

ThinkAdvisor – The Biggest Social Security Claiming Mistakes Women Make by Jane Wollman Rusoff, March 24, 2021

The Biggest Social Security Claiming Mistakes Women Make | ThinkAdvisor
Widows, stay-at-home parents and divorced spouses can be in for some big shocks, retirement expert Marcia Mantell tells ThinkAdvisor.

The Street – Opinion: Have you read your Social Security statement? Here’s how by Robert Powell, February 26, 2021

Have you read your Social Security statement? Here’s how
Don’t procrastinate — this is one of your most important retirement assets

The Street – How to Fund Your HSA and 401(k) by Robert Powell, February 16, 2021

How to Fund Your HSA and 401(k)
Bigger tax benefits for HSAs means more workers are funneling funds there. Is that smart?

HerMoney – What you Don’t Know About Social Security can Cost you a Ton by Kathryn Tuggle and featuring Marcia Mantell, August 21, 2020

What You Don’t Know About Social Security Can Cost You — A Ton | HerMoney
As the country’s most popular social program turns 85, here’s a look at the four ways it lets women down… and how to boost your Social Security earnings.

HerMoney – Tempted to File Early for Social Security? Don’t Do It Before Considering These 6 Things by Marcia Mantell, May 7, 2020

Tempted To File Early for Social Security? Don’t Do It Before Considering These 6 Things | HerMoney
Unemployment is up, retirement portfolios are down. Should older workers fill the income gap by filing for Social Security benefits before age 66 or 67?

PlanSponsor Magazine –Securing Retirement for Female Workers by Amanda Umpierrez, March 18, 2020

Securing Retirement for Female Workers | PLANSPONSOR
Faced with a list of priorities and lack of knowledge, women are often the ones who get off course with retirement security.

USA Today – Missing years? Zeroes? Here are key things to understand about your Social Security statements by Robert Powell, January 31, 2020

Missing years? Zeroes? Here are key things to understand about your Social Security statements
A key financial task you should complete each year is checking your Social Security statement. Here are six things to know.

Next Avenue.org – 3 Things Women Must Know About Social Security Benefits by Richard Eisenberg, November 19, 2019 includes book excerpt from Marcia Mantell’s book What’s the Deal With Social Security for Women?

3 Things Women Must Know About Social Security Benefits
Important factors regarding benefits and taxes

Hanover Mariner – Hanover Author Looks to Help Other Women with Social Security by Audrey Cooney, November 23, 2019

Hanover author looks to help other women with Social Security
A Hanover woman has published a book that aims to clear up misconceptions about claiming Social Security benefits, especially for women.

ThinkAdvisor – What Divorced Women Should Know About Claiming Social Security by Jane Wollman Rusoff, November 19, 2019

What Divorced Women Should Know About Claiming Social Security | ThinkAdvisor
Many don’t know they may be able to claim on their ex-husband’s work record, Marcia Mantell tells ThinkAdvisor.

ThinkAdvisor – What Boomers Need, and Aren’t Getting, From Advisors by Jane Wollman Rusoff, May 6, 2019

What Boomers Need, and Aren’t Getting, From Advisors | ThinkAdvisor
Boomers have been “forgotten” by advisors just as decumulation time draws near, retirement consultant Marcia Mantell tells ThinkAdvisor.

South Shore Senior News – Q&A with South Shore Senior News: Let’s Talk About Money, May 2019,

Let’s talk about money
Q&A with Marcia Mantell Author of What’s the Deal with…Retirement Planning for Women Q: For nearly 30 years you’ve been in the retirement business. Why are you focusing on women and their reti…

Tribune News Service – Here are 10 Retirement Resolutions (According to Experts) To Make In 2018 by Janet Kidd Stewart, January 4, 2018

Here are 10 retirement resolutions (according to the experts) to make in 2018
Even if the numbers look good for your retirement plan, there is always room to improve your financial habits

Tribune News Service– Social Security Tips by Janet Kidd Stewart, January 19, 2018

Here are some Social Security numbers you should know
Some Social Security numbers you should know

ThinkAdvisor – A Hidden IRA Benefit Most Advisors Miss by Jane Wollman Rusoff, May 31, 2017

A Hidden IRA Benefit Most Advisors Miss | ThinkAdvisor
Advising this group of women to open IRAs can help them secure their retirement and save even more, Marcia Mantell tells ThinkAdvisor.

In Profile with Marcia Mantell – The Women’s Market by Carolyn Ellis, Advisor Magazine

Marcia A. Mantell – ADVISOR Magazine
Marcia Mantell is the author of a What’s the Deal with Retirement Planning for Women, a how-to book that inspires and motivates women to be aggressive about retirement planning. From shoe shopping to learning the language of investments, Mantell speaks to women in no-nonsense yet compassionate terms…

Chicago Tribune – Keep your income stream flowing through retirement by Janet Kidd Stewart.

Keep your income stream flowing through retirement
Getting pre-retirees to view their retirement savings as a monthly paycheck is still an uphill battle.

Consumer Reports Money Advisor – Financial planning in your 60s. Take these steps now to ease the transition into your next life phase by Catherine Fredman

Financial Planning in Your 60s | Retirement – Consumer Reports
Financial planning, even in your 60s, can ease the transition to retirement. Consumer Reports offers a to-do list.

Profiles in Success – Marcia Mantell’s interview with Research Magazine

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At 31, Marcia Mantell was thrilled to step into retirement. Not her own — but the burgeoning financial services’ retirement industry. The year was 1992. That’s when she joined Fidelity Investments’ in-house ad agency as account manager for its retirement products group.

Read this article

Contact Marcia Mantell

781-559-8260
 
Marcia Mantell
Mantell Retirement Consulting, Inc.
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