Jackie and Monica discuss the recent activity in the market. People are excited that their 401(k) balances are back up, but Jackie and Monica caution against forgetting about two very important factors - taxes and inflation! They discuss ways to prepare for inflation and how to become as tax efficient as possible on this week's Beyond the Money Podcast.

Beyond the Money

Don't Forget About Taxes and Inflation!

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s with over 25 years of helping build successful retirements. Monica Haberlin is a tax planning strategist for individuals and business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.