PLAY PODCASTS
Six Steps to a Storm-Proof Retirement Plan

Six Steps to a Storm-Proof Retirement Plan

Beyond the Money · Jackie Campbell

November 4, 202517m 39s

Audio is streamed directly from the publisher (p.podderapp.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

What if the calm in your finances is just the calm before the storm? In this episode, Jackie Campbell breaks down the six essential steps to a solid retirement plan—covering debt, taxes, investments, income, healthcare, legacy, and the emotional side of money. Discover why now is the time to ask tough questions, rebalance your portfolio, and prepare for market surprises. Whether you’re debt-free or still paying down a mortgage, learn how to build resilience and clarity into your financial future.

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

See omnystudio.com/listener for privacy information.

Topics

retirementdebttaxesinvestmentsincomelegacyfinancial planningjackie campbellmy campbell and companybeyond the money