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Your Retirement Story: AI, Ethics, and the Future of Planning
Retirement, Financial Planning Jana Short 10/10/25 Retirement, Financial Planning Jana Short 10/10/25

Your Retirement Story: AI, Ethics, and the Future of Planning

In my blog, Your Retirement Story: What the New Tax Law Means for You, we explored how new tax laws can shape your retirement strategy. 

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Retirement Is More Than a Number: How Generational Influences Shape Your Financial Future
Retirement, Financial Planning Jana Short 9/19/25 Retirement, Financial Planning Jana Short 9/19/25

Retirement Is More Than a Number: How Generational Influences Shape Your Financial Future

In our first conversation, we explored how inherited cultural influences—your family background, religion, socioeconomic status, gender, and even the defining challenges and triumphs of your generation—shape how you view retirement. 

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From Simple Dreams to Complex Realities
Financial Planning, Retirement Era Jana Short 9/5/25 Financial Planning, Retirement Era Jana Short 9/5/25

From Simple Dreams to Complex Realities

From Simple Dreams to Complex Realities: Rethinking Retirement

They say retirement should be simple. But your life, your legacy, and your family aren’t simple. That’s why your retirement plan shouldn’t be either.

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Carroll S. Golden | Leading in the New Retirement Era

“Retirement isn’t an ending—it’s a new era of leadership.”

© 2025 Carroll S. Golden. All Rights Reserved.


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