Jackie and Monica discuss the difference between a financial planner and an advisor.  Plus, the #1 question about retirement and RMD strategies.

Financial Planner vs Financial Advisor

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

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Financial Planner vs Financial Advisor

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