That first meeting with a financial advisor feels intimidating—until you know what actually happens. Jackie Campbell walks through what to expect from an initial consultation and why preparation matters more than perfection. The episode also highlights six milestone birthdays that can quietly impact taxes, penalties, Social Security, and Medicare costs. It’s a practical conversation about organization, timing, and why knowing these age‑based rules can change the long‑term outcome of a retirement plan.

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

Follow us on social media: Facebook | YouTube | X | Instagram

See omnystudio.com/listener for privacy information.