In this episode Jackie Campbell details why the Fed was forced to increase interest rates and if there is a silver lining to it all. Plus, what you should do to prepare for your Second 50. As you approach the Retirement Red Zone, what parts of your portfolio need the most attention. Finally, a simple Tip of the Day that could save you time, money and more importantly, big headaches. 

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

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In this episode Jackie Campbell and Monica Haberlin discuss the latest RECORD HIGH inflation numbers and how they are adjusting portfolios to accommodate clients retirement plans. Plus we hear from former Vice President Mike Pence who has some interesting thoughts on Social Security. Finally, we all make mistakes in retirement planning, but there are a few steps to take that could limit the damage to our overall plan. 

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

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In this episode Monica Haberlin and Corey Ward answer the 3 big questions you should be asking your financial advisor. What are their goals? What do they expect from us? What brought you to this specific chapter in life? Plus, with a recession looming, is the Fed doing everything they can to protect our money? Finally, why returning to work may be more risky than expected. 

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

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Jackie Campbell and Monica Haberlin discuss the shaky market and the affect it could have on your 401(k), but more importantly, what you can do about it. Plus, are we in a Bear Market and what will that do to a cause (or prevent) a possible recession? Finally, they have another reminder about the importance of both members of a relationship being invested in financial planning. 

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

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In this episode Jackie Campbell and Monica Haberlin detail the power of Market Guard and how it can help protect your retirement assets. Plus, the importance of "planning" and why Jackie lives by the creed of "Proper Planning Pays" in both life and business. Finally, what is the Fluffy Puppy Indicator and how can it prepare you for upcoming inflation increases? 

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

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Jackie Campbell and Monica Haberlin discuss the volatile market and if they see it getting worse before it gets better and if the two-tenths of a CPI drop is even worth celebrating? Plus, when it comes to the initial consultation, what expectations should you bring to the table and how can we properly vet the team from Campbell and Company. Finally, they discuss the pros and cons of an annuity and which one would be best for your retirement plan. 

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

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In this episode Jackie Campbell and Corey Ward talk about the real possibility of a recession and what good could come from it. Plus, do you have any life regrets? What about financial regrets? Jackie details some of the biggest regrets she hears from her clients and we get some life (and retirement) advice from pop culture icon Bill Murray. 

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

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In this episode Jackie Campbell and Monica Haberlin discuss the challenges women face in retirement planning and the one "fact" that most overlook. Plus, what are the pros and cons of using a "robo" advisor. They may be convenient but what benefits do they offer a retiree? Finally, Jackie is proud to introduce the Beyond the Badge Podcast which focuses on local LEO's and their families in retirement. 

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

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In this episode, Jackie Campbell and Monica Haberlin discuss collections like comic books, guns, coins, etc. and if they should be part of your overall retirement plan. Plus, does the shaky market mean we are leaning towards or against a possible recession. Finally, could an I-Bond compliment your retirement plan?

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

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In this episode Jackie Campbell and Monica Haberlin detail what we can learn from the ultra, mega, super rich. While they may never need to work again, some billionaires have a work ethic that retirees can lean from. Plus, how long could you live comfortability on $1 Million? What about in retirement? Jackie explains that while $1,000,000.00 may not be worth what it once was, it can still make for a great living. 

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.