This week, Jackie and Monica discuss Jackie's new article that appeared in Forbes in September 2019, 3 New Retirement Rules That May Change Retirement As We Know It.

This week, Jackie got the opportunity to sit down with former American Idol contestant, Bo Bice.  They discuss his life and career, as well as his new projects.

This week, Monica and Jackie discuss the recent news about GE freezing pensions for 20,000 employees and the importance of having a tax plan for your retirement income.

This week, Jackie and Monica discuss a difficult topic: Cognitive decline.  What steps can you take now to make sure you and your family are taken care of before health problems take their toll?

The letters that appear after someone's name can be confusing.  This week, Jackie explains the different designations she has earned to help assist her clients with various aspects of their retirement plans.

This week, Monica and Jackie talk about understanding the level of risk investors are taking in their portfolio.  They outline how they help people learn more about the shift from growing retirement savings to protecting what has already been saved as that final paycheck gets closer.

On this week's episode, Jackie and Monica discuss some of the common mistakes people make as they approach their retirement years and how to avoid those mistakes.

In this episode, Jackie and Monica discuss the Fed’s decision to drop interest rates and what that could do to your retirement savings. Also, how much money do you need to feel confident in retirement, according to a Charles Schwab survey.

This week, Jackie and Monica discuss the importance of learning about taxes and break down some of the various titles people might not be familiar with in the financial industry.

On this week's episode of Beyond the Money, Jackie and Monica discuss how to get the most out of Social Security and how to prepare for cost of living increases in retirement.