Beyond the Money Jackie Campbell

Jackie Campbell discusses the impact of inflation on everyday purchasing power and the importance of financial planning for retirement. She emphasizes the need to be aware of rising costs and adjust spending accordingly. Jackie also highlights the significance of planning for retirement and the tendency for people to spend more time planning vacations than their financial future. She stresses the importance of starting early and having a written plan. The conversation concludes with a reminder to be grateful for fathers and the impact they have on their children's lives.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 
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What causes burnout in the financial planning industry.

This week, Jackie Campbell discusses how the retirement map is a tried and true process used to help clients achieve their retirement goals. It involves holistic planning, smart tax planning, investment planning, long-term care planning, healthcare planning, and legacy planning. The retirement map also addresses lifestyle goals, personal aspirations, and financial security. It emphasizes the importance of having a written retirement plan and navigating through retirement with intentionality. This week, Jackie also touches on the challenges of providing financial support to adult children and the significance of having a plan for the future.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 
See omnystudio.com/listener for privacy information.

Jackie Campbell discusses the importance of providing a financial advisor with a complete picture of one's portfolio. She emphasizes the need for open and honest communication to ensure that clients receive comprehensive and effective advice. Jackie also highlights the significance of tax planning and reducing taxes legally. She discusses the potential impact of proposed tax reforms on individuals, including the elimination of stepped-up basis and the implications for estate planning. Jackie emphasizes the importance of proactive planning to minimize taxes and ensure that assets are passed on cost-effectively to beneficiaries.

 

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 
See omnystudio.com/listener for privacy information.

Understanding retirement income

Growing and protecting your income in retirement.