This week on Beyond The Money, the conversation explores the current economic landscape, focusing on market predictions, the importance of preparation for potential downturns, tax strategies for retirement, the benefits of Roth conversions, and the psychological aspects of spending in retirement. Jackie Campbell discusses the mixed signals from market analysts and the necessity for investors to remain vigilant and proactive in their financial planning.

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

See omnystudio.com/listener for privacy information.

This week on Beyond The Money, Jackie Campbell discusses how to make 2025 the best year ever by focusing on intentional goal setting, financial planning, health, gratitude, relationships, and legacy planning. She emphasizes the importance of setting realistic goals rather than resolutions, creating a comprehensive financial plan, prioritizing health, celebrating life's moments, practicing gratitude, giving back to the community, building strong relationships, and ensuring a well-thought-out legacy plan.

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

See omnystudio.com/listener for privacy information.

In this episode of Beyond the Money, Jackie Campbell discusses the concept of 'mailbox money,' a reliable source of income for retirement. She explores various strategies for creating sustainable income streams, including Social Security and annuities. The conversation shifts to the importance of planning for potential market volatility in 2025, emphasizing the need for risk management and diversification in investment strategies.

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

See omnystudio.com/listener for privacy information.

This week, Jackie Campbell discusses essential strategies for retirement planning, focusing on the importance of lifetime income, the role of annuities, and the need for customized financial plans. She emphasizes the significance of tax planning, particularly regarding Roth conversions, and encourages listeners to prepare for the upcoming year with informed financial decisions. The conversation also highlights the importance of asking the right questions when consulting with financial advisors to ensure a comprehensive understanding of one's financial future.

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

See omnystudio.com/listener for privacy information.

On this week's episode of the Beyond the Money podcast, Jackie Campbell has a great conversation with author Amy Bruske of Kolbe Corp. They discuss the importance of understanding one's unique strengths through the Kolbe Index, the significance of clarity in decision-making, and how to collaborate effectively with different personality types. Amy emphasizes that achieving goals doesn't have to be hard and that finding joy in work is essential. The conversation also touches on the challenges faced by family businesses and offers actionable steps for improvement.

For more information about Amy Bruske and Kolbe Corp, please visit www.kolbe.com!

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

See omnystudio.com/listener for privacy information.

This week on Beyond the Money, Jackie Campbell reflects on Thanksgiving traditions and the importance of family time. She discusses the significance of creating a retirement roadmap, understanding annuities, and the value of initial consultations in financial planning. The conversation emphasizes the need for clarity in financial goals and the importance of navigating retirement with confidence.

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

See omnystudio.com/listener for privacy information.

This week on the Beyond the Money podcast, Jackie Campbell discusses the importance of celebrating milestones in life and how they relate to financial planning. The conversation covers various aspects of retirement planning, including the significance of preparing for key financial milestones, navigating market changes post-election, and the critical need for effective tax planning. Additionally, Jackie shares insights on investment strategies, particularly regarding Bitcoin, and emphasizes the importance of risk management in volatile markets.

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

See omnystudio.com/listener for privacy information.

This week, Jackie Campbell reflects on the recent election and its implications for national unity and personal finances. The discussion transitions into market reactions following the election results, exploring how these changes affect retirement planning and tax strategies. Jackie emphasizes the importance of personalized financial planning, addressing client concerns, and the need for proactive measures in uncertain economic times. Generational perspectives on retirement are also discussed, highlighting the urgency for Gen X and Baby Boomers to prepare for their financial futures. The conversation concludes with personal reflections on planning for the future and the importance of clarity and confidence in financial decisions.

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

See omnystudio.com/listener for privacy information.

In this week's conversation, Jackie Campbell discusses various financial topics, including the significance of celebrating milestones, the implications of national debt, the importance of financial planning, navigating relationships and finances, the complexities of divorce, the role of financial advisors, and the necessity of organizing one's financial life. The discussion emphasizes the need for open communication about finances in relationships and the importance of having a solid financial plan to prepare for the future.

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

See omnystudio.com/listener for privacy information.

This week, Jackie Campbell discusses various financial topics, starting with Halloween traditions and the rising costs of candy. She transitions into the importance of understanding open enrollment for Medicare, emphasizing the need for careful planning in retirement. The discussion then shifts to the implications of national debt on personal finances and concerns surrounding Social Security. Jackie highlights the importance of proactive retirement planning, especially in light of potential tax increases and market risks, ultimately stressing the need for individuals to protect their retirement savings in uncertain times.

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

See omnystudio.com/listener for privacy information.