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EPISODE · Feb 4, 2025 · 22 MIN

The Retirement Transition

from Beyond the Money · host Jackie Campbell

In this episode of Beyond the Money, Jackie Campbell discusses the intricacies of retirement planning, focusing on how to determine the right savings goals, the importance of asset allocation, and the role of annuities in providing financial security. The conversation also highlights common challenges faced by individuals transitioning into retirement, including unexpected expenses and the impact of inflation. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Feb 4, 2025

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The Retirement Transition

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This episode was published on February 4, 2025.

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