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Understanding the True Cost of Financial Services

Understanding the True Cost of Financial Services

Beyond the Money · Jackie Campbell

March 4, 202521m 55s

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Show Notes

This week on Beyond the Money, Jackie Campbell discusses the importance of celebrating small victories, referred to as 'confetti moments,' in both personal and professional life. She delves into the significance of understanding financial fees and the value of financial planning, especially in the context of retirement and inheritance. The conversation highlights the challenges Baby Boomers face in spending their amassed wealth and the psychological factors influencing their financial decisions.

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Topics

retirementfinancial planningtax strategiesinheritancebaby boomersinvestment strategiesmoney psychology