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Managing Fees in Financial Planning

Managing Fees in Financial Planning

Beyond the Money · Jackie Campbell

September 10, 202418m 53s

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Show Notes

This week on the Beyond The Money podcast, Jackie Campbell discusses various financial topics related to retirement planning, annuities, social security, and the role of 401(k) plans. She emphasizes the importance of having a comprehensive retirement plan and multiple streams of income. Jackie also discusses the challenges faced by retirees and the need for financial literacy. She touches on the topic of fees and the value of transparent and strategic financial planning.

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Topics

retirement planningannuitiessocial security401kfinancial literacyfeestransparent financial planning