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!

Is Retirement the Finish Line or a New Beginning?
21:21

Is Lazy Money Quietly Draining Your Portfolio?
25:08

The 10-Year Tax Trap Most Retirees Never See Coming
25:04