Jackie Campbell discusses the misconceptions of what exactly she does for the community and why she's not here to "make you rich". Plus, why getting a tax refund is not a good thing and finally, the pros and cons of an annuity and why they get a bad rap. 

For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.

Jackie Campbell details the high burnout rate with Financial Advisors and what she credits as her inspiration to last over 30 years. Plus, the importance of vetting a new wealth manager and the pros/cons of a DIY financial plan. 

For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.

Jackie Campbell breaks down what happened with Silicon Valley Bank and what lead to the collapse. Plus, how this will affect your retirement plans and what you can do to protect your savings. 

For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.

Jackie Campbell details how the tech sector being down doesn't mean your portfolio should be down as well. Plus, Cher is engaged to a man 40 years younger than she is. How complicated is it to design a plan for 2 adults so far apart in age. Finally, the importance of vetting an advisor before making the call and the designations that make Jackie Campbell q "unicorn" in her field. 

For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.

Jackie Campbell breaks down the 5 Steps to a Solid Financial Plan. This includes tax strategy, income, investment and legacy planning. Plus, the overlooked but importance of long-term care. Also, this week, we talk about the "F" word and no, it's not finances. 

For more information on Cambell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.

Jackie Campbell details what the latest inflation numbers mean for the average adult and if a specific plan can protect you from inflation and interest rate hikes. Plus, what are some of the common bad habits adults have that damage a retirement plan. Finally, why would Jackie tell someone to just RETIRE ALREADY!!

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.

Jackie Campbell explains how you should "embrace your immaturity" in retirement. Plus, where will $70T end up if the government gets their hands on it and finally, as we celebrate 30 years of Campbell and Company, we hear the best of the worst from Beyond the Money Radio. 

For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.

Jackie Campbell discusses the good, the bad, the challenges and successes of 30 years of Campbell and Company! Plus, is there something to taking the "Brady" approach to retirement? Finally, with the market volatility, will you be sipping champagne or chugging alka seltzer? 

For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.

Jackie Campbell and Monica Haberlin discuss the Fed's attempt to slow inflation, which could result in a possible 2-3 years of slow to no growth in the market. Plus, what issues should you prepare for regarding your Social Security in 2023? Finally, Cher is engaged to a man 40 years younger than her. What does this mean to their tax strategy?

For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.

Jackie Campbell discusses the latest CPI and if it's trending in the right direction to limit the damage to your retirement budget. Plus, dealing with anxiety in wealth management and how eliminate the emotional aspects. Finally, the latest sport that has become a sensation is apparently, clothing optional as well. 

For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

See omnystudio.com/listener for privacy information.