What’s your plan for turning dreams into memories—without running out of money? In this episode of Beyond The Money, Jackie Campbell breaks down how to fund bucket list experiences while navigating inflation, taxes, and the new “Big Beautiful Bill.” From Social Security changes to concentrated stock risk, Jackie shares how to build a 360 degree retirement roadmap that balances income, legacy, and lifestyle. Whether you’re 55 or already retired, this episode is packed with insights to help you retire with confidence—and purpose.

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This week on Beyond The Money, Jackie Campbell discusses the importance of valuing time, the concept of lazy money, and the various risks associated with retirement planning. She delves into the sequence of returns risk and its impact on retirement portfolios, emphasizing the need for a solid financial strategy. The conversation also touches on the emotional aspects of retirement readiness, highlighting the fears and concerns individuals face as they approach this significant life transition.

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In this episode of Beyond The Money, Jackie Campbell interviews Mary Beth Franklin, a seasoned expert in Social Security and retirement planning. They discuss the critical importance of understanding Social Security benefits, the impact of claiming age on lifetime income, and the political challenges facing the program. Mary Beth emphasizes the need for strategic planning, especially for married couples, and highlights recent legislative changes that could benefit many individuals. The conversation also touches on the importance of tax planning in retirement and the role of financial advisors in navigating these complex decisions.

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This week on Beyond the Money, Jackie Campbell explores the nuanced differences between being rich and being wealthy, emphasizing the importance of mindset and personal definitions of wealth. She discusses the current market volatility and the necessity of rebalancing portfolios, especially in uncertain times. The conversation also touches on the DIY approach to financial planning, highlighting the benefits of having a human advisor for guidance. Lastly, Jackie delves into the 'broke mentality' and how one's relationship with money can impact financial decisions and overall happiness.

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In this episode of Beyond the Money, Jackie Campbell discusses the prevalent fears surrounding retirement, particularly the fear of running out of money. She explores strategies to alleviate these fears, including effective financial planning, tax considerations, and the importance of understanding social security benefits. The conversation also touches on the emotional aspects of retirement, such as identity and purpose after leaving the workforce, and highlights key milestone ages that impact retirement planning.

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In this episode of Beyond The Money, Jackie Campbell discusses the evolving landscape of retirement planning, emphasizing the importance of understanding income needs, tax strategies, and effective management of retirement accounts. She highlights the growing trend of adults planning to work during retirement due to financial concerns and the necessity of thorough planning to avoid pitfalls. The conversation also touches on the significance of finding lost retirement accounts and maximizing charitable contributions for tax benefits.

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This week, Jackie Campbell discusses the detrimental effects of procrastination on financial planning, particularly regarding retirement strategies. They emphasize the importance of being intentional with financial decisions and the need for regular reviews, such as mid-year assessments, to ensure that individuals are on track with their financial goals. The conversation also covers tax strategies, the significance of understanding investment buckets, and the importance of legacy planning for future generations. Jackie highlights the role of a financial advisor in navigating these complexities and ensuring that clients make informed decisions about their financial futures.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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This week, Jackie Campbell discusses the often-overlooked significance of Father's Day, humorously highlighting its lower status compared to other holidays. The conversation transitions into the importance of retirement planning, emphasizing that it encompasses more than just investment strategies. Jackie advocates for a comprehensive approach to financial planning, which includes tax strategies, legacy planning, and long-term care considerations, underscoring the need for professional guidance in navigating these complexities.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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In this episode of Beyond The Money, Jackie Campbell discusses the critical aspects of building trust in financial relationships, the importance of initial consultations, smart tax strategies for retirement, managing debt, and the significance of legacy planning. Jackie emphasizes that trust is foundational in any financial advisory relationship and highlights the need for clear communication and understanding between clients and advisors. The conversation also delves into the complexities of retirement planning, including tax efficiency and debt management, and the emotional aspects of legacy planning to ensure families are not burdened after a loved one's passing.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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This week, Jackie Campbell discuss the complexities of financial planning, emphasizing the importance of income planning as a critical component of retirement strategy. She explores common misconceptions about retirement savings, the significance of mindset in retirement readiness, and the various options available for creating sustainable income in retirement. The conversation also delves into tax efficiency strategies, particularly the benefits of Roth conversions, and the necessity of comprehensive financial planning that integrates all aspects of a client's financial life.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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