In this episode of Beyond the Money, Jackie Campbell discusses the five essential steps to creating a solid financial plan. These steps include income planning, investment planning, smart tax planning, healthcare and long-term care planning, and legacy planning. Each step is explored in detail, emphasizing the importance of having a comprehensive approach to financial management, especially as one approaches retirement. The conversation highlights the evolving landscape of financial planning, the decline of traditional pensions, and the necessity of proactive tax and healthcare strategies.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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In this episode of Beyond the Money, Jackie Campbell discusses the five essential steps to creating a solid financial plan. These steps include income planning, investment planning, smart tax planning, healthcare and long-term care planning, and legacy planning. Each step is explored in detail, emphasizing the importance of having a comprehensive approach to financial management, especially as one approaches retirement. The conversation highlights the evolving landscape of financial planning, the decline of traditional pensions, and the necessity of proactive tax and healthcare strategies.
For more information or to schedule a consultation call 352-251-1015 or visit&nbsp;<a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
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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.

Beyond the Money

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. Her podcast addresses current market trends and headlines that affect your finances. She also offers solutions and opportunities to help you retire successfully.

Get in touch with Jackie and her team to learn more about how they can help you retire successfully: http://www.beyondthemoneyradio.com/

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. Her podcast addresses current market trends and headlines that affect your finances. She also offers solutions and opportunities to help you retire successfully.
Get in touch with Jackie and her team to learn more about how they can help you retire successfully: http://www.beyondthemoneyradio.com/