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Celebrating Milestones While Planning Ahead

Celebrating Milestones While Planning Ahead

Beyond the Money · Jackie Campbell

March 17, 202619m 21s

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Show Notes

Confetti moments—from professional milestones to 90th birthdays—frame a deeper discussion about independence and retirement planning. This episode with Jackie Campbell explores how solo adults navigate financial decisions, why coordination matters, and how viewing life as “one financial story” helps simplify complex choices. It’s a blend of celebration, reflection, and practical insight.

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Topics

retirement milestonessolo retirementfinancial planningindependencelegacy planningretirement mindsetlife transitionsjackie campbellcampbell and companybeyond the money