Life Planning

Life Planning

Answering the Call: Seven Frequently Asked Questions on the Power of Purpose

Purpose is fundamental and universal. Richard Leider answers the most frequently asked questions he receives on purpose from people around the world.

More Than Money


Retirement is one of the biggest transitions you’ll make in your lifetime, and we all know it’s important to have a solid plan for your money in retirement. But it’s just as important - perhaps even more important - to have a solid plan for your life in retirement. Believe it or not, sometimes that’s the harder of the two.

Latest Articles

Learn To Earn: Knowledge For Pursuing A Secure Financial Future

Research shows that the more financially literate you are, the greater your chances are for financial freedom. This financial literacy cheat sheet gives you a quick rundown of key things you need to know about financial planning. Learn more at the Financial Freedom Studio.

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Women And Wealth (Part 1): Writing Our Own Story

While men are told to invest, women are told to spend less. Finance expert Sara Sanford dives into the financial gap between men and women and how women, when given the opportunity, have the ability to outperform their male peers in financial literacy. Learn more at the Financial Freedom Studio.

Why You Should Treat Your Financial Advisor Like Your Therapist

Your financial advisor can play an influential role in your life. But if you don’t open up to them, they may not be able to help you. Jean Chatzky shares how to get the most out of your relationship with your financial advisor. Learn more at the Financial Freedom Studio.

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Get Balanced: The New Retirement Strategy

Americans are having to weigh the rewards of living longer against their concerns over funding more years in retirement. The key to celebrating a longer life? Balance. Jackson CMO Emilio Pardo explores how annuities can provide income generation in retirement to balance out savings. Learn more at the Financial Freedom Studio.

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Beyond Avocado Toast: Connecting With Millennials Over Money

With a lifetime of wealth generation ahead of them, we should consider how millennials’ financial concerns are different, and how they can best plan for their own futures. Sara Sanford explores how to collaborate with the generation set to inherit the baby boomer wealth. Learn more at the Financial Freedom Studio.

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Planning For Health Care In Retirement When You Don’t Know What You Will Need

Predicting your health over years, even decades, in retirement is difficult. So is estimating the money you’ll need to pay for health care. Seth Harris shares six tips to help get you started planning for health care in retirement. Learn more at the Financial Freedom Studio.

Education for Everyone

The Financial Freedom Studio makes practical financial knowledge accessible and engaging for all. We bring together thought leaders, experts and visionaries to present ideas that inspire people to pursue financial freedom and personal fulfillment for life.

Prosperity in Knowledge

The Jackson Charitable Foundation is committed to advancing financial knowledge for people of all ages in communities across the country - with the belief that education for each of us can lead to a better society for all of us. 

A Jackson Idea

Jackson is a leading provider of retirement products that help you take control of your financial future. It’s a company that believes everyone deserves to live life well, and strives to provide education and support in the journey to financial freedom.