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The Importance of a Holistic Retirement Plan

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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

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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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