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The Evolving Landscape of Retirement Planning

The Evolving Landscape of Retirement Planning

Beyond the Money · Jackie Campbell

June 24, 202522m 40s

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Show Notes

In this episode of Beyond The Money, Jackie Campbell discusses the evolving landscape of retirement planning, emphasizing the importance of understanding income needs, tax strategies, and effective management of retirement accounts. She highlights the growing trend of adults planning to work during retirement due to financial concerns and the necessity of thorough planning to avoid pitfalls. The conversation also touches on the significance of finding lost retirement accounts and maximizing charitable contributions for tax benefits.

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Topics

retirement planningfinancial advice401k managementtax planningretirement incomefinancial stresscharitable contributionscampbell and companyjackie campbellbeyond the money