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Creating a Comprehensive Retirement Plan

Creating a Comprehensive Retirement Plan

Beyond the Money · Jackie Campbell

July 30, 202418m 48s

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Show Notes

This week on Beyond The Money, Jackie Campbell discusses interest rates and inflation, with speculation on whether there will be a rate cut before the end of the year. She emphasizes the importance of considering inflation and cost of living increases in retirement planning. The discussion also touches on the need to review investment portfolios and assess risk levels. The conversation then shifts to the reasons why many adults are not prepared for retirement, including denial and fear.

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Topics

interest ratesinflationretirement planninginvestment portfoliosrisk assessmentdenialfearretirement preparationemotional aspects of retirementlifestyle goalslegacyretirement plan