134 episodes
Beyond the Money Jackie Campbell
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- Business
Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.
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Long-Term Care and Healthcare Planning in Retirement
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
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Maximizing Returns Through Tax Planning
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
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Underestimating Your Income Needs in Retirement
Understanding retirement income
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Producing Income. Protecting Income. Growing Income.
Growing and protecting your income in retirement.
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Do You Have a "Tax in Advance" Retirement Strategy?
Tax in advance retirement strategy.