Jackie Campbell breaks down the 5 steps necessary for building the proper retirement plan. 

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

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This week's episode begins with congratulations on the birth of Jackie's newest grandchild and the importance of family. Jackie Campbell then discusses 401(k) millionaires and what to do with gains in the market. The main themes covered are saving for retirement, market volatility, inflation, and the impact of politics on the economy. The conversation emphasizes the importance of having a plan, working with a professional advisor, and considering factors beyond just the numbers.

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

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Jackie Campbell breaks down the pros and cons of a ROTH and ROTH Conversion. Plus, proposed changes coming to your 401(k) and what a mid-summer portfolio checkup involves. 

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

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Jackie Campbell discusses the impact of inflation on everyday purchasing power and the importance of financial planning for retirement. She emphasizes the need to be aware of rising costs and adjust spending accordingly. Jackie also highlights the significance of planning for retirement and the tendency for people to spend more time planning vacations than their financial future. She stresses the importance of starting early and having a written plan. The conversation concludes with a reminder to be grateful for fathers and the impact they have on their children's lives.

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

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Jackie details why so many advisors burnout so quickly and what they do different at Campbell and Company. Plus, we breakdown the pros and cons of a DIY retirement plan. 

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

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This week, Jackie Campbell discusses how the retirement map is a tried and true process used to help clients achieve their retirement goals. It involves holistic planning, smart tax planning, investment planning, long-term care planning, healthcare planning, and legacy planning. The retirement map also addresses lifestyle goals, personal aspirations, and financial security. It emphasizes the importance of having a written retirement plan and navigating through retirement with intentionality. This week, Jackie also touches on the challenges of providing financial support to adult children and the significance of having a plan for the future.

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

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Jackie Campbell discusses the importance of providing a financial advisor with a complete picture of one's portfolio. She emphasizes the need for open and honest communication to ensure that clients receive comprehensive and effective advice. Jackie also highlights the significance of tax planning and reducing taxes legally. She discusses the potential impact of proposed tax reforms on individuals, including the elimination of stepped-up basis and the implications for estate planning. Jackie emphasizes the importance of proactive planning to minimize taxes and ensure that assets are passed on cost-effectively to beneficiaries.

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

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Jackie Campbell details how varied your retirement income can be and how most adults can't correctly comprehend their needs. Plus, how to navigate finances when the headlines are heavy. 

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

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Jackie details the 5 steps to a solid financial plan which includes the importance of building, protecting and growing your income in retirement. Plus, why some shun the power of an annuity. 

For more information 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 reason why so many adults are proudly uninformed on their tax strategy, but also why it's perfectly fine. Plus, the power of a second opinion from the team at Campbell and Company. 

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

See omnystudio.com/listener for privacy information.