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RMDs and Retirement

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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

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Beyond the Money

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth A 
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