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!

Jackie discusses actionable tools with Lisa Gunther to help you cope with today’s challenging issues including: love languages, establishing boundaries, 3 resolutions to any conflict and money & marriage.

Jackie and Monica discuss the latest with the SBA (Small Business Administration) and PPP (Paycheck Protection Program) loans and how to navigate the different phases.

Jackie Campbell and Monica Haberlin detail five key moves that you can make during the current lockdown situation.  They also react to recent analysis regarding the future of tax rates from IRA expert Ed Slott.

This week, Jackie discusses the outlook on the market.  We hear from former Federal Reserve chairman Ben Bernanke and Jackie addresses a hot topic right now - Roth conversions.  Could that be the right move for you?