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Financial Planning in Uncertain Times

Financial Planning in Uncertain Times

Beyond the Money · Jackie Campbell

October 1, 202420m 0s

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Show Notes

This week, Jackie Campbell delves into the complexities of financial planning in the context of economic fluctuations, particularly focusing on the implications of recession, interest rates, taxes, and retirement strategies. She emphasizes the importance of proactive planning and the need for diversified income streams in retirement, while also addressing the challenges posed by inflation and health issues.

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Topics

recessioninterest ratesfinancial planningtaxesestate planningretirement401kinflationlong-term care