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EPISODE · Nov 4, 2025 · 17 MIN

Six Steps to a Storm-Proof Retirement Plan

from Beyond the Money · host Jackie Campbell

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 | InstagramSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Nov 4, 2025

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Six Steps to a Storm-Proof Retirement Plan

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