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In this episode of Beyond the Money, Jackie Campbell discusses the importance of having a comprehensive retirement plan, referred to as the 'retirement map.' She emphasizes the need for strategic planning in retirement, including budgeting, tax efficiency, and managing multiple retirement accounts. Jackie also addresses the challenges of financially supporting adult children and the importance of setting boundaries to protect one's own financial future. The conversation highlights the need for intentionality in financial decisions and the significance of planning ahead to ensure a secure retirement.
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.
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In this episode of Beyond the Money, Jackie Campbell discusses the importance of having a comprehensive retirement plan, referred to as the 'retirement map.' She emphasizes the need for strategic planning in retirement, including budgeting, tax efficiency, and managing multiple retirement accounts. Jackie also addresses the challenges of financially supporting adult children and the importance of setting boundaries to protect one's own financial future. The conversation highlights the need for intentionality in financial decisions and the significance of planning ahead to ensure a secure retirement.
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.