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Beyond the Money  

Beyond the Money

Author: Jackie Campbell

Jackie Campbell is a Certified Financial Planner, CPA, and founder of Campbell and Company Wealth Advisors and CPAs. 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.
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Language: en

Genres: Business, Education, Investing

Contact email: Get it

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Understanding Lazy Money: Are Your Investments Working?
Tuesday, 15 April, 2025

In this episode of Beyond the Money, Jackie Campbell discusses the impact of market volatility on retirement planning. She emphasizes the importance of having a solid financial plan, understanding the concept of 'lazy money', and the necessity of risk management in uncertain times. The conversation also highlights the significance of a diversified portfolio and shares real-life retirement experiences to illustrate the importance of proactive financial planning. 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 | InstagramSee omnystudio.com/listener for privacy information.

 

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