This week, Jackie Campbell discusses the detrimental effects of procrastination on financial planning, particularly regarding retirement strategies. They emphasize the importance of being intentional with financial decisions and the need for regular reviews, such as mid-year assessments, to ensure that individuals are on track with their financial goals. The conversation also covers tax strategies, the significance of understanding investment buckets, and the importance of legacy planning for future generations. Jackie highlights the role of a financial advisor in navigating these complexities and ensuring that clients make informed decisions about their financial futures.

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

This week, Jackie Campbell discusses the detrimental effects of procrastination on financial planning, particularly regarding retirement strategies. They emphasize the importance of being intentional with financial decisions and the need for regular reviews, such as mid-year assessments, to ensure that individuals are on track with their financial goals. The conversation also covers tax strategies, the significance of understanding investment buckets, and the importance of legacy planning for future generations. Jackie highlights the role of a financial advisor in navigating these complexities and ensuring that clients make informed decisions about their financial futures.
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>

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/