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.

If you own a business and whether or not you received a PPP loan, you need to hear the latest on employer payroll credits and loan forgiveness guidelines.

1. PPP Forgiveness guidelines set
2. Employer payroll tax credits for those who did not receive PPP loon
3. Key provisions in the 1,815 page Heroes Act that passed the House and waiting on Senate

Jackie Campbell welcomes licensed mental health counselor Lisa Gunther back to the show to share more tips on how to communicate better and the importance of keeping track of your mental health.

On this week's show, Jackie and Monica discuss the most difficult challenges facing women in retirement and the importance of understanding your financial position and the risk involved with your portfolio.

Jackie and Monica discuss how to tell if you are on the right path to a successful retirement. Also, should you consider taking an early retirement package? Find out on this week's Beyond the Money!