Beyond the Money

2022 Fears in Retirement Planning


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In this episode, Jackie Campbell and Monica Haberlin discuss the importance of not having "resolutions" but instead focusing on financial "goals" for the new year. Speaking of, Jackie reveals what clients are most worried about going into 2022. Plus, change is rarely good, but one Financial Expert thinks there should be a permanent change to how RMD's are handled. 

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.dot.com

 

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Beyond the MoneyBy Jackie Campbell

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