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Jackie Campbell breaks down the pros and cons of a ROTH and ROTH Conversion. Plus, proposed changes coming to your 401(k) and what a mid-summer portfolio checkup involves. 

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

Jackie Campbell breaks down the pros and cons of a ROTH and ROTH Conversion. Plus, proposed changes coming to your 401(k) and what a mid-summer portfolio checkup involves. 
For more information or to schedule a consultation call 352-251-1015 or visit <a href="http://www.mycampbellandco.com">www.mycampbellandco.com</a>

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/

Potential Changes to your 401(k)

Are the newest market darlings creating more risk than investors realize? Jackie Campbell examines the growing excitement around AI-driven companies and the rise of the “Fab 10,” while discussing the importance of diversification, risk management, and protecting retirement portfolios from concentration risk. Learn why a strong financial plan may matter more than following the latest market trend.

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

Follow us on social media: Facebook | YouTube | X | Instagram

Are the newest market darlings creating more risk than investors realize? Jackie Campbell examines the growing excitement around AI-driven companies and the rise of the &ldquo;Fab 10,&rdquo; while discussing the importance of diversification, risk management, and protecting retirement portfolios from concentration risk. Learn why a strong financial plan may matter more than following the latest market trend.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

Are AI Stocks Creating a Retirement Risk?

Retirement advice is everywhere, but how do you know which guidance actually fits your life? Jackie Campbell breaks down the five forces that can shape retirement, including income, taxes, investment risk, legacy planning, and healthcare. She explains why retirement is more than a math problem and how major decisions can create ripple effects throughout your financial life.

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

Follow us on social media: Facebook | YouTube | X | Instagram

Retirement advice is everywhere, but how do you know which guidance actually fits your life? Jackie Campbell breaks down the five forces that can shape retirement, including income, taxes, investment risk, legacy planning, and healthcare. She explains why retirement is more than a math problem and how major decisions can create ripple effects throughout your financial life.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

Five Forces That Can Change Your Retirement Future

Retirement planning starts long before investment decisions. Jackie Campbell explains the value of a comprehensive retirement roadmap, covering income, taxes, risk, estate planning, and long-term care. The discussion also explores lessons from the Golden Girls, the importance of planning for healthcare needs, and why staying engaged, intentional, and connected can play an important role throughout retirement.

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

Follow us on social media: Facebook | YouTube | X | Instagram

Retirement planning starts long before investment decisions. Jackie Campbell explains the value of a comprehensive retirement roadmap, covering income, taxes, risk, estate planning, and long-term care. The discussion also explores lessons from the Golden Girls, the importance of planning for healthcare needs, and why staying engaged, intentional, and connected can play an important role throughout retirement.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

Potential Changes to your 401(k)

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