WHealth Right

By Kelly Campbell

Kelly Campbell, Chairman and CEO of Campbell Wealth Management, has been in business for over 25 years. Nearly fifteen years ago the company began focusing specifically on retirement planning restrict... more

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FAQs about WHealth Right:

How many episodes does WHealth Right have?

The podcast currently has 7 episodes available.

WHealth Right episodes:

August 10, 2020Episode 7: 10 Best States to Live in Retirement
- What makes a good state to retire?
- What is the weather like?
- What about taxes?
- What about cost of living?
- What about health care?
- What about social issues?
...more
13min
August 10, 2020Episode 6 - Everything You Ever Wanted to Know About Annuities
- Need tax deferral, guaranteed income, or protection
- The need to understand your options
- Learn about new strategies
- The real scoop about buying/owning an annuity
...more
17min
July 16, 2020Episode 5: Wellness & Wisdom Series
- Health – Staying active, eating healthy and being conscious are key!
- Wealth – Having a written financial plan is key, implement a strategy and relay on a specialist.
- Fulfillment – Figure out what a fulfilled retirement looks like and find a way to achieve it.
...more
18min
July 09, 2020Episode 4: Critical Considerations in Your 50s, 60s & 70s
- Income planning and understanding your withdrwawal rate
- Planning for Social Security, Medicare and Long-Term Care
- Required Minimum Distribution, avoiding IRS penalties, the new RMD rules and CARES Act
- Estate & Legacy planning, which documents you need (and why), gifting, avoiding probate, wills vs. trusts and more.
...more
15min
May 07, 2020Episode 3: Your Health & Your Wealth
- Your Health During and After the Pandemic
- Highlights of the CARES Act
- Upside Capture & Downside Protection
- This is a time to be opportunistic & NOT pessimistic
...more
47min
April 02, 2020Episode 2: The New Financial Topic – SECURE Act
- Richard Alley story – the impact a financial advisor has and doing the right thing
- SECURE Act and the impact of the change
- IRAs benefit
...more
13min
March 03, 2020Episode 1: Introducing WHealth Right
- Kelly Campbell’s story & Why Health, Wealth Fulfillment
- Financial Plan and the importance
- Health, Wealth & Fulfillment
...more
14min

FAQs about WHealth Right:

How many episodes does WHealth Right have?

The podcast currently has 7 episodes available.