In this episode Jackie Campbell and Monica Haberlin discuss the options of taking a big lump sum payout in a pension and how to understand if it's a good offer. Plus, how do you leave an inheritance for your hot mess of a family? Finally, what is a "when" file and why do you need one? 

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 add some perspective on how the unrest in Ukraine is affecting your portfolios. Plus, is now the time to be panicked or is it best to stay the course with your plan. Finally, one pundit thinks we need to be focused on interest rates and not Russia. 

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 pros and cons of an Annuity. They can provide long-term savings, tax-deferred growth and probate-free ways of passing assets to beneficiaries, but why do some argue that an annuity is better than a 401k? Plus, the impact of emotional economics and a Tip of The Day to help recognize scams. 

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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Florida is a great place to live and it's predicted to become even more popular in 2022. Jackie Campbell and Monica Haberlin discuss the pros and cons of moving or retiring to Florida. Plus inflation continues to dominate the headlines, but what are the "ifs" that need to happen for the soaring prices to come back down? Finally, Campbell and Company have the power of Market Guard. What is it and how can it help protect you? 

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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This week Monica Haberlin and Corey Ward discuss the latest inflation numbers, which have increased to 7.5%, the largest since 1982. What kind of interest rake hikes should we be preparing for? Also, some advisors love Annuities while some think they are too risky. Corey and Monica debate the pros and cons of this possible form of retirement income. Plus are you really prepared to step away from work and join the Great Resignation?

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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Since the start of the Pandemic, we have heard of The ‘Great Resignation’ from adults leaving the work force, but that has morphed into ‘Great Reshuffle’ with many now trying to re-enter the workforce. Furthermore, AARP found that nearly 80% of workers in their 50s and 60s have experienced age discrimination. Jackie Campbell and Monica Haberlin offer advice to those who want to clock back in. Plus, what does your financial toughness look like? Jackie has some tips on how to get tough with your retirement plans. 

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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One of the questions the market is struggling with is if the Fed will be able to tame inflation with multiple interest rate hikes. Jackie Campbell and Monica Haberlin debate if it's time to put your portfolios in defensive mode. Plus, over $84 Trillion will be transferred to family & charities over the next 20 years in what’s being called the Great Wealth Transfer. With this, taxes will become a bigger issue with legislators. Jackie offers tips to help you pass money down while not getting destroyed by taxes. 

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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Jackie Campbell and Monica Haberlin detail some of the challenges women face in retirement planning and why it's so important for both members of a marriage to be on the same page. Plus, some call Crypto "Schmuck" insurance. Is that a bit dramatic way to describe the online currency or do they have a point?

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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The GOAT Tom Brady is retiring and while he may be in the top 1%, Monica Haberlin (Brady's biggest fan) reminds us there is something we can all learn from his financial structure. Plus, the shaky market continues to be a concern for some investors. Jackie Campbell details if NOW is the time to make drastic portfolio changes. 

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 break down some of the financial advice you should ignore and popular tips they don't find helpful. Plus how to combat inflation while not damaging your nest egg and finally Monica has a tip of the day. 

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.