This episode starts with a listener question about a bank savings account. She received an inheritance but doesn't feel comfortable leaving it in a bank savings account in case it gets hacked. Jackie Campbell and Monica Haberlin discuss the best options for a large lump sum of cash. Plus, strategies you can use for your RMD's that will save you time and money. 

For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Regardless if you rooted for or against Tim Tebow, you have to respect his drive. This week Jackie Campbell and Monica Haberlin discuss what Tebow calls his "memory bucket" and why it's important that we all have one. Plus, what should your expectations be for your 401k? Should you be expecting more or less from your current accounts and how do you take advantage of what's offered. 

For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

As we get older we get forgetful. Email passwords, names and even  forgotten 401k accounts. Market Watch says there are currently 24 million “forgotten” 401k accounts and collectively, those hold 1.3 trillion dollars in assets! Jackie and Monica detail the importance of combing old accounts, regardless of the amount, to help build your portfolio. 

For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

They call it the retirement “sweet spot.”  Is the time after you retire but before you have to start taking RMDs. That’s when you have more flexibility to control your retirement taxes.  Jackie and Monica detail how to use that sweet spot to your advantage and discuss the things you can do now that might help manage those tax obligations. 

For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

A Boston University professor says between 50-and-70% of us will make a “major mistake” in how we file for Social Security benefits.  Jackie and Monica discuss ways to make sure you don't leave money on the table regarding your Social Security. Plus, 1 in 10 Americans are Millionaires! However, with rising taxes and inflation, keeping that money is harder than ever. Jackie and Monica detail how to stay a millionaire by the time you hit retirement. 

For more information on My Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Sometimes in a relationship you need to have those uncomfortable conversations. They can make a huge difference in planning for your retirement. Monica Haberlin and Corey Ward discuss how to keep both spouses on the same page (& happy) in terms of risk-vs-safety with their retirement nest egg. 

For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Monica Haberlin and Corey Ward detail why people are calling this week and what's the biggest financial burden adults are challenged with. Plus, Corey explains why you should not have a goal age or savings amount set for retirement. Finally, why an Estate Plan should be one of the top priorities in your retirement planning. 

For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

This week Monica Haberlin and Corey Ward discuss inflation and how it continues to affecting your daily buying power. Another term you may hear is "shirinkflation." It's a sneaky way companies are getting around charging you more. Consumers may look at a price tag but do they look at the net weight of the products they buy? Plus, when it comes to your finances are you an Ostrich or The Odd Couple? Monica and Corey define the "financial personalities" they work with. 

For more information on Campbell and Company or to schedule an appointment visit www.mycampbellandco.com 

Jackie and Monica discuss the pros and cons of a financial check-up. Should you schedule one like you schedule a doctors appointment and are they really needed if you are happy with your portfolio? Plus, retirement fears that you may not have, but you should be thinking about. 

For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

A new survey revealed that over 40% of adults are embarrassed to ask for help with their finances. Jackie and Monica detail why there is an unnecessary feeling towards retirement planning and how they can help calm your fears. Plus, 401k's can be confusing but these simple tips can keep you on the right track. 

For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com