Episodios
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This week, Jackie Campbell discusses essential strategies for retirement planning, focusing on the importance of lifetime income, the role of annuities, and the need for customized financial plans. She emphasizes the significance of tax planning, particularly regarding Roth conversions, and encourages listeners to prepare for the upcoming year with informed financial decisions. The conversation also highlights the importance of asking the right questions when consulting with financial advisors to ensure a comprehensive understanding of one's financial future.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!
See omnystudio.com/listener for privacy information.
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On this week's episode of the Beyond the Money podcast, Jackie Campbell has a great conversation with author Amy Bruske of Kolbe Corp. They discuss the importance of understanding one's unique strengths through the Kolbe Index, the significance of clarity in decision-making, and how to collaborate effectively with different personality types. Amy emphasizes that achieving goals doesn't have to be hard and that finding joy in work is essential. The conversation also touches on the challenges faced by family businesses and offers actionable steps for improvement.
For more information about Amy Bruske and Kolbe Corp, please visit www.kolbe.com!
For more information about Jackie Campbell or to schedule a consultation, call 352-251-1015 or visit www.mycampbellandco.com!
See omnystudio.com/listener for privacy information.
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This week on Beyond the Money, Jackie Campbell reflects on Thanksgiving traditions and the importance of family time. She discusses the significance of creating a retirement roadmap, understanding annuities, and the value of initial consultations in financial planning. The conversation emphasizes the need for clarity in financial goals and the importance of navigating retirement with confidence.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!
See omnystudio.com/listener for privacy information.
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This week on the Beyond the Money podcast, Jackie Campbell discusses the importance of celebrating milestones in life and how they relate to financial planning. The conversation covers various aspects of retirement planning, including the significance of preparing for key financial milestones, navigating market changes post-election, and the critical need for effective tax planning. Additionally, Jackie shares insights on investment strategies, particularly regarding Bitcoin, and emphasizes the importance of risk management in volatile markets.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!
See omnystudio.com/listener for privacy information.
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This week, Jackie Campbell reflects on the recent election and its implications for national unity and personal finances. The discussion transitions into market reactions following the election results, exploring how these changes affect retirement planning and tax strategies. Jackie emphasizes the importance of personalized financial planning, addressing client concerns, and the need for proactive measures in uncertain economic times. Generational perspectives on retirement are also discussed, highlighting the urgency for Gen X and Baby Boomers to prepare for their financial futures. The conversation concludes with personal reflections on planning for the future and the importance of clarity and confidence in financial decisions.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!
See omnystudio.com/listener for privacy information.
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In this week's conversation, Jackie Campbell discusses various financial topics, including the significance of celebrating milestones, the implications of national debt, the importance of financial planning, navigating relationships and finances, the complexities of divorce, the role of financial advisors, and the necessity of organizing one's financial life. The discussion emphasizes the need for open communication about finances in relationships and the importance of having a solid financial plan to prepare for the future.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week, Jackie Campbell discusses various financial topics, starting with Halloween traditions and the rising costs of candy. She transitions into the importance of understanding open enrollment for Medicare, emphasizing the need for careful planning in retirement. The discussion then shifts to the implications of national debt on personal finances and concerns surrounding Social Security. Jackie highlights the importance of proactive retirement planning, especially in light of potential tax increases and market risks, ultimately stressing the need for individuals to protect their retirement savings in uncertain times.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week on Beyond The Money, the conversation delves into the critical aspects of retirement planning, emphasizing the need for customized financial strategies tailored to individual goals and circumstances. Jackie Campbell highlights the rising costs associated with achieving the American dream, the importance of regular financial reviews, and the necessity of adapting to changing market conditions and tax laws. The discussion also addresses risk tolerance and the creation of a comprehensive retirement strategy to ensure financial security in retirement.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week, Jackie Campbell explores the importance of preparedness in the face of natural disasters, particularly hurricanes, and the emotional toll it takes on families. She discusses the significance of financial planning, especially in uncertain economic times, highlighting the urgency of tax strategies for retirement. The discussion also touches on the impact of market reactions to elections and the disparity between reported economic conditions and personal experiences.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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In this episode of Beyond the Money, Jackie Campbell interviews Wayne Bennett from Cat 5 Hurricane Screens, discussing the importance of hurricane preparedness in Florida. They explore the risks associated with hurricanes, the significance of having a solid plan, and the benefits of using Cat 5 Hurricane Screens for home protection. Wayne shares insights on financial considerations, insurance discounts, and the community impact of hurricanes, emphasizing the need for practical tips and resources to ensure safety during storm seasons.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week, Jackie Campbell delves into the complexities of financial planning in the context of economic fluctuations, particularly focusing on the implications of recession, interest rates, taxes, and retirement strategies. She emphasizes the importance of proactive planning and the need for diversified income streams in retirement, while also addressing the challenges posed by inflation and health issues.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week, Jackie Campbell discusses the essential steps to building a solid financial plan, emphasizing the importance of income planning, tax strategies, wealth management, legacy planning, and long-term care considerations.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week on the Beyond The Money podcast, Jackie Campbell discusses various financial topics related to retirement planning, annuities, social security, and the role of 401(k) plans. She emphasizes the importance of having a comprehensive retirement plan and multiple streams of income. Jackie also discusses the challenges faced by retirees and the need for financial literacy. She touches on the topic of fees and the value of transparent and strategic financial planning.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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On this week's Beyond The Money Podcast, Jackie Campbell discusses retirement planning and the retirement map offered by the team at Campbell & Company. She talks about various aspects of retirement planning, including social security benefits, pension options, savings for retirement, and lifestyle considerations.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week, Jackie Campbell discusses the recent CPI numbers and their implications on interest rates. She also explores the role of politicians in controlling inflation and cutting costs.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week on the Beyond The Money Podcast, Jackie Campbell covers the impact of recent storms and market corrections on families and retirement plans. She emphasizes the importance of having a written retirement plan and strategies to navigate down markets. The discussion also highlights the need for a holistic approach to retirement planning, including tax strategies and tax-efficient investments.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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Many retirees are afraid of losing money and prefer to preserve their savings rather than grow it. This fear can prevent them from maximizing their retirement funds. Jackie Campbell discusses the importance of having a plan that includes multiple streams of income, smart tax planning, and a balanced investment strategy. Other important considerations include health and long-term care planning, as well as having affairs in order to protect loved ones in the event of a spouse's passing.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week on Beyond The Money, Jackie Campbell discusses interest rates and inflation, with speculation on whether there will be a rate cut before the end of the year. She emphasizes the importance of considering inflation and cost of living increases in retirement planning. The discussion also touches on the need to review investment portfolios and assess risk levels. The conversation then shifts to the reasons why many adults are not prepared for retirement, including denial and fear.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week on the Beyond The Money Podcast, the conversation discusses the potential impact of the current political climate on retirement planning. It highlights the concerns and worries of individuals regarding their finances and retirement in light of recent events. The main themes covered include the potential effects of elections on tax policies, Social Security, healthcare, investment climate, government spending, and regulations. The conversation also touches on the role of AI in financial planning and the importance of having a professional advisor.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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This week, Jackie Campbell discusses the importance of retirement planning and compares it to the amount of time and effort people put into planning vacations. She emphasizes the need to have a retirement map and be intentional about financial decisions. The conversation also touches on the factors that affect retirement planning, such as income, taxes, and estate planning. It highlights the significance of having a strategy for decumulating retirement savings and navigating through taxation.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
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