Why Investing Alone Is Not a Retirement Plan
About this episode
Jackie Campbell discusses the importance of having a written retirement plan and explores various financial topics related to investing and savings for children.
A new savings opportunity for children raises an old financial question: what’s the plan? Jackie Campbell discusses Trump accounts, early investing habits, 529 comparisons, and the responsibility that comes when young adults gain control of money. She also explores why many Americans lack a written retirement plan, how Campbell and Company’s 360-degree roadmap looks at taxes, income, legacy, health care, and market risk, plus a reminder from country music star Gary LeVox about spending with intention. 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.
More episodes of Beyond the Money
- The Retirement Blind Spot Most People Miss
- Is Financial Freedom About Money—or Something Bigger?
- The 5 Forces That Could Make or Break Your Retirement
- The Risk Behind Today’s Market Momentum
Explore listener stats, chart rankings, contacts and more on the Beyond the Money podcast page.