Beyond the Money

Jackie Campbell explains why retiring is easy, it's post-retirement when things get hard. Plus small steps to help you get the IRS out of your savings account.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

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This week Jackie Campbell has audio from a teen opening her first "real" paycheck and getting a dose of reality and the hard truth about taxes. Plus, why it's ok to be uncomfortable in retirement and information about a podcast specifically for our LEO's and their families.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Jackie Campbell details how you may have unclaimed cash/assets waiting to be claimed and where to find it. Plus, if you are holding onto an I-Bond, is now the right time to cash it out or would waiting be more beneficial? Finally, how to properly secure your legacy while protecting your family.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Jackie Campbell breaks down the 3 pillars of a proper financial plan: protection, income and growth.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

Jackie explains why 70% of adults are worried now more than ever before about their tax strategy and whay you can learn from a little hindsight.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

Jackie Campbell discusses the right time to convert your 401k to a ROTH plus, with Bonds not back yet, how an annuity could benefit your plan. Jackie also breaks down the pros and cons about annuities and why some people are aganist them. Finally, how "dead money" is damaging your overall portfolio.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

Jackie Campbell is joined by Linda McKenna from Golden Rule Placement Services. They discuss the steps for senior placement when a relative needs extra help. Linda explains that placement is more than "nurshing home" or "memory care". They also detail the Four Pillars of Needs in placement services including costs.

For more information on Golden Rule Placement Services visit Golden Rule Senior Placement Services | Free Senior Placement Services and to reach out to Jackie and the team at Campbell and Company visit Campbell & Company | Spring Hill, FL; Odessa, FL; Inverness, FL (mycampbellandco.com)

Jackie Campbell explains why you should be thinking about your EOY checklist now and not at the end of the year. Plus, the importance of creating a "when" file and why DIY should be eliminated from your retiremebt plan.

For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com or call 727-334-0024

Jackie Campbell details the steps to take with your assets if a divorce is in your future, furthermore, what happens if you get back together? Plus, can Tik Tok be a source of financial advice?

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

Jackie Campbell breaks down the retirement lessons we can learn from the man who lived his life on vacation, Jimmy Buffett and how one song launched an empire for the Parrothead. Plus, Jackie explains the power of having a legacy plan for the "when" moments in life.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com