On this special episode of Beyond the Money, Jackie sits down to speak with Lisa Gunther, a professional counselor with over 20 years of experience. They discuss how to address the mental health challenges that many people are experiencing in 2020.

Jackie and Monica discuss how they help their clients develop income plans and what things need to be considered if you're offered a pension buyout.

What's a tax trap? Jackie Campbell and Monica Haberlin answer that question on this week's podcast and discuss how to avoid those traps by planning in advance. Learn how to set your future self up for success on this week's Beyond the Money!

We're halfway through 2020! Jackie and Monica discuss what types of things they cover with their clients during mid-year portfolio reviews. They also share how they help others understand their risk level and their allocation using a tool called Riskalize. Plus, a new weekly feature - Campbell and Company's Tip of the Day!

A recent survey found that retirement confidence is down across all generations. Jackie and Monica explain steps you can take to begin work on a complete retirement plan that will allow you to confidently move forward into retirement.

This week, Jackie and Monica discuss how they approach retirement planning for each individual they work with and the differences between planning for men and women. We also explore a question about men and women during the Covid lockdowns - Who fared better?  The answer may surprise you!

Fidelity says that Roth conversions are up 76% compared to this time last year. Monica and Jackie explain why now could be a great time for Roth conversions, and also discuss the importance of both parties being present when planning retirement for a couple.

Jackie and Monica discuss the options that people need to consider when making decisions regarding their pensions. What should you do if your company's pension is in trouble? Listen to this week's Beyond the Money podcast to find out what your options are!

A recent survey found that 70% of respondents think that planning for retirement is too complicated. Jackie Campbell and Monica Haberlin talk about how they help make retirement planning simple for the people they work with.

Jackie and Monica share stories about how they help clients develop plans that factror in the high cost of healthcare. Also, how you can keep your tax bill low in retirement.