Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses wills, trusts, powers of attorney, healthcare directives, beneficiaries, asset titling, retirement distributions, sequence-of-returns risk, and tax planning. The episode connects today’s financial organization with the decisions loved ones may face later.

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

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Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses wills, trusts, powers of attorney, healthcare directives, beneficiaries, asset titling, retirement distributions, sequence-of-returns risk, and tax planning. The episode connects today&rsquo;s financial organization with the decisions loved ones may face later.
For more information or to schedule a consultation call 352-251-1015 or visit <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/