This week, Jackie Campbell delves into the complexities of financial planning in the context of economic fluctuations, particularly focusing on the implications of recession, interest rates, taxes, and retirement strategies. She emphasizes the importance of proactive planning and the need for diversified income streams in retirement, while also addressing the challenges posed by inflation and health issues.

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

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This week, Jackie Campbell discusses the essential steps to building a solid financial plan, emphasizing the importance of income planning, tax strategies, wealth management, legacy planning, and long-term care considerations. 

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 various financial topics related to retirement planning, annuities, social security, and the role of 401(k) plans. She emphasizes the importance of having a comprehensive retirement plan and multiple streams of income. Jackie also discusses the challenges faced by retirees and the need for financial literacy. She touches on the topic of fees and the value of transparent and strategic 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.

On this week's Beyond The Money Podcast, Jackie Campbell discusses retirement planning and the retirement map offered by the team at Campbell & Company. She talks about various aspects of retirement planning, including social security benefits, pension options, savings for retirement, and lifestyle considerations.

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 the recent CPI numbers and their implications on interest rates. She also explores the role of politicians in controlling inflation and cutting costs.

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 covers the impact of recent storms and market corrections on families and retirement plans. She emphasizes the importance of having a written retirement plan and strategies to navigate down markets. The discussion also highlights the need for a holistic approach to retirement planning, including tax strategies and tax-efficient investments.

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

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Many retirees are afraid of losing money and prefer to preserve their savings rather than grow it. This fear can prevent them from maximizing their retirement funds. Jackie Campbell discusses the importance of having a plan that includes multiple streams of income, smart tax planning, and a balanced investment strategy. Other important considerations include health and long-term care planning, as well as having affairs in order to protect loved ones in the event of a spouse's passing.

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 interest rates and inflation, with speculation on whether there will be a rate cut before the end of the year. She emphasizes the importance of considering inflation and cost of living increases in retirement planning. The discussion also touches on the need to review investment portfolios and assess risk levels. The conversation then shifts to the reasons why many adults are not prepared for retirement, including denial and fear.

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, the conversation discusses the potential impact of the current political climate on retirement planning. It highlights the concerns and worries of individuals regarding their finances and retirement in light of recent events. The main themes covered include the potential effects of elections on tax policies, Social Security, healthcare, investment climate, government spending, and regulations. The conversation also touches on the role of AI in financial planning and the importance of having a professional advisor.

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 the importance of retirement planning and compares it to the amount of time and effort people put into planning vacations. She emphasizes the need to have a retirement map and be intentional about financial decisions. The conversation also touches on the factors that affect retirement planning, such as income, taxes, and estate planning. It highlights the significance of having a strategy for decumulating retirement savings and navigating through taxation.

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

See omnystudio.com/listener for privacy information.