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Thanksgiving Traditions and Family Values

Thanksgiving Traditions and Family Values

Beyond the Money · Jackie Campbell

December 3, 202424m 1s

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Show Notes

This week on Beyond the Money, Jackie Campbell reflects on Thanksgiving traditions and the importance of family time. She discusses the significance of creating a retirement roadmap, understanding annuities, and the value of initial consultations in financial planning. The conversation emphasizes the need for clarity in financial goals and the importance of navigating retirement with confidence.

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Topics

thanksgivingfamily traditionsretirement planningannuitiesfinancial consultationbudgetinglegacy planningretirement roadmapfinancial securityholiday celebrations