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Show Notes
This week, Jackie Campbell discusses various aspects of financial planning, focusing on the 60-40 portfolio, retirement strategies for couples, handling buyouts, preparing for wealth transfer, and evaluating retirement plans. She emphasizes the importance of communication in financial relationships and the need for intentional planning to navigate financial decisions effectively.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!
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