Beyond the Money

Six Steps to a Storm-Proof Retirement Plan


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What if the calm in your finances is just the calm before the storm? In this episode, Jackie Campbell breaks down the six essential steps to a solid retirement plan—covering debt, taxes, investments, income, healthcare, legacy, and the emotional side of money. Discover why now is the time to ask tough questions, rebalance your portfolio, and prepare for market surprises. Whether you’re debt-free or still paying down a mortgage, learn how to build resilience and clarity into your financial future.

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

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Beyond the MoneyBy Jackie Campbell

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