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Carroll S. Golden
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Is Your Clients’ Longevity Plan Built to Last?
Retirement, Financial Planning Jana Short 11/4/25 Retirement, Financial Planning Jana Short 11/4/25

Is Your Clients’ Longevity Plan Built to Last?

Why Traditional Retirement Planning Isn’t Enough Anymore—and What to Do Instead

Retirement used to be a finish line. Now, it’s a new frontier.

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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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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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