Understanding the True Cost of Financial Services episode artwork

EPISODE · Mar 4, 2025 · 21 MIN

Understanding the True Cost of Financial Services

from Beyond the Money · host Jackie Campbell

This week on Beyond the Money, Jackie Campbell discusses the importance of celebrating small victories, referred to as 'confetti moments,' in both personal and professional life. She delves into the significance of understanding financial fees and the value of financial planning, especially in the context of retirement and inheritance. The conversation highlights the challenges Baby Boomers face in spending their amassed wealth and the psychological factors influencing their financial decisions. 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 Mar 4, 2025

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Understanding the True Cost of Financial Services

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