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.

This week, Jackie and Monica discuss some common mistakes they see people making with their money.  Learn what you should avoid on your road to a successful retirement.

How can you make sure your money lasts as long as you do? In this episode, Jackie and Monica talk about ways to beat inflation by maximizing Social Security benefits and reducing spending.

How do you get the most out of your money between retirement and age 70? In this episode, Jackie and Monica discuss the three important factors that you must get right in retirement; Income, Taxes and Social Security. 

For many, a 401k is the most common way to save for retirement. But are you doing it right? In this episode Jackie and Monica discuss your 401k options and finding the "sweet spot," so you can "live it up" in retirement and not run out of money.