Beyond the Money

This week on Beyond The Money, Jackie Campbell discusses the importance of being intentional about financial planning, especially in relation to family support and retirement. She explores the emotional aspects of financial decisions, the necessity of open communication between couples regarding finances, and the significance of organizing financial affairs. The conversation also delves into the challenges of planning for retirement income and the risks associated with early retirement. 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.

In this episode of Beyond the Money, Jackie Campbell discusses the critical differences between being rich and being wealthy, emphasizing the importance of mindset and perspective on financial well-being. The conversation explores the current market volatility and offers advice on portfolio rebalancing, highlighting the significance of having a solid financial plan. Jackie also addresses the DIY approach to financial planning, advocating for the benefits of working with a human advisor. The discussion further delves into the psychological aspects of money management, particularly the 'broke mentality' that can hinder financial success, and concludes with the importance of comprehensive financial planning for a secure retirement. 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.

This week on Beyond The Money, Jackie Campbell delves into the critical topics of women and finance, the emotional impacts of inheriting wealth, the dynamics of money in marriage, the importance of timely retirement planning, finding purpose in retirement, and overcoming procrastination in financial planning. The discussion emphasizes the significant wealth transfer expected to occur, particularly among women, and the need for proactive financial planning to navigate these changes effectively. 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.

This week on Beyond The Money, Jackie Campbell discusses the importance of using turn signals while driving as a metaphor for planning in retirement. The conversation transitions into creating a retirement roadmap, understanding income streams, and the role of annuities in financial planning. Jackie emphasizes the significance of setting clear financial goals and addressing market risks while tailoring financial plans to individual needs. 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.

In this episode of Beyond the Money, Jackie Campbell discusses the importance of having a comprehensive retirement plan, referred to as the 'retirement map.' She emphasizes the need for strategic planning in retirement, including budgeting, tax efficiency, and managing multiple retirement accounts. Jackie also addresses the challenges of financially supporting adult children and the importance of setting boundaries to protect one's own financial future. The conversation highlights the need for intentionality in financial decisions and the significance of planning ahead to ensure a secure retirement. 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.

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.

In this episode of Beyond the Money, Jackie Campbell discusses the five essential steps to creating a solid financial plan. These steps include income planning, investment planning, smart tax planning, healthcare and long-term care planning, and legacy planning. Each step is explored in detail, emphasizing the importance of having a comprehensive approach to financial management, especially as one approaches retirement. The conversation highlights the evolving landscape of financial planning, the decline of traditional pensions, and the necessity of proactive tax and healthcare strategies. 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.

This week, Jackie Campbell interviews Mike Reeves, who shares his unexpected journey into retirement, reflecting on the joys and challenges he faced. Mike discusses his career highlights in radio, the evolution of the industry from vinyl to digital, and the importance of health and financial preparedness for a fulfilling retirement. He emphasizes the need for social connections and pursuing passions post-retirement, while also sharing valuable life lessons learned throughout his career. The conversation wraps up with Mike's future plans in podcasting and the importance of kindness in professional relationships. 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.

In this episode of Beyond the Money, Jackie Campbell interviews country artist Drew Baldridge, who shares his journey in the music industry, the challenges he faced, and the importance of building a brand. Drew discusses the emotional impact of his songs, particularly 'She's Somebody's Daughter,' and how they resonate with listeners. The conversation also touches on the parallels between music and entrepreneurship, emphasizing the significance of financial planning and legacy in both fields. 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.

On this week's show, Jackie Campbell discusses the unique challenges women face in retirement planning, emphasizing the importance of personalized financial strategies. She highlights the need for a comprehensive retirement roadmap that includes investment, income, and tax planning. The conversation also touches on the value of time and the importance of prioritizing activities that lead to meaningful experiences and memories in retirement. 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.

On this episode of Beyond the Money, the discussion revolves around the critical concept of sequence of returns risk and its significant impact on retirement planning. Jackie Campbell explores various types of investment risks, emphasizing how market conditions during the early years of retirement can drastically affect portfolio longevity. She also delves into the emotional aspects of retirement readiness, highlighting the importance of having a solid financial plan that goes beyond mere numbers. 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.

This week on Beyond the Money Podcast, Jackie Campbell discusses the current state of the market, the implications for retirement strategies, and the concept of 'lazy money.' She emphasizes the importance of having a proactive retirement plan to navigate market volatility and address the risks associated with stagnant investments. The conversation highlights the need for individuals to assess their financial strategies and ensure their money is working effectively for them. 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.

Jackie Campbell shares her experiences at the CRS (Country Radio Seminar) event in Nashville, where she met iconic country music artists like Duane Allen of The Oak Ridge Boys. The conversation delves into the nostalgia of meeting musical legends, the legacy of The Oak Ridge Boys, and the importance of trust in both personal and professional relationships. Allen reflects on his long career, the significance of trust in business, and the bonds formed through music. 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.

This week, Jackie Campbell discusses the challenges of spring break in Miami Beach, the complexities of tax rules that affect retirement, and the importance of understanding Social Security and Medicare taxes. She emphasizes the need for a solid retirement roadmap and the significance of financial freedom in retirement 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.

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.

In this episode of Beyond the Money, Jackie Campbell discusses the current state of inflation and its implications for retirement planning. The conversation highlights the importance of budgeting for rising costs and maintaining emergency funds. Jackie also explores the opportunities presented by high interest rates for investments and the potential risks associated with Social Security benefits as they face funding challenges. The episode emphasizes the necessity of prior planning and having a written financial strategy to navigate these economic uncertainties effectively. 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.

This week, Jackie Campbell discusses various aspects of financial planning, focusing on the 60-40 portfolio, retirement strategies for couples, handling buyouts, preparing for wealth transfer, and evaluating retirement plans. She emphasizes the importance of communication in financial relationships and the need for intentional planning to navigate financial decisions effectively. 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.

This week, Jackie Campbell discusses the implications of the Trump tax cuts, strategies for retirement planning, and the importance of creating personal pensions. She explores the potential shortcomings of 401(k) plans and emphasizes the need for a balanced approach to growth and protection in retirement investments. The conversation also touches on the risks associated with cryptocurrencies and the necessity of comprehensive 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.

In this episode of Beyond the Money, Jackie Campbell discusses the intricacies of retirement planning, focusing on how to determine the right savings goals, the importance of asset allocation, and the role of annuities in providing financial security. The conversation also highlights common challenges faced by individuals transitioning into retirement, including unexpected expenses and the impact of inflation. 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.

This week, Jackie Campbell discusses the critical importance of income planning for retirement, the barriers that hinder achieving the American dream, and the various expenses retirees face. The discussion highlights the need for a holistic approach to financial planning, especially in light of upcoming tax changes and common regrets retirees have regarding their spending habits. This episode also emphasizes that retirement is not just about financial security but also about fulfilling personal dreams and aspirations. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

This week, Jackie Campbell delves into the intricacies of Social Security benefits, retirement planning, and the differences between 401(k) and IRA accounts. She emphasizes the importance of understanding when to claim Social Security, the potential changes to the system, and how to navigate the transition into retirement. Additionally, the discussion covers the significance of comprehensive financial planning, including tax efficiency and investment strategies, to ensure a secure retirement. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

This week on Beyond The Money, the conversation explores the current economic landscape, focusing on market predictions, the importance of preparation for potential downturns, tax strategies for retirement, the benefits of Roth conversions, and the psychological aspects of spending in retirement. Jackie Campbell discusses the mixed signals from market analysts and the necessity for investors to remain vigilant and proactive in their financial planning. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

This week on Beyond The Money, Jackie Campbell discusses how to make 2025 the best year ever by focusing on intentional goal setting, financial planning, health, gratitude, relationships, and legacy planning. She emphasizes the importance of setting realistic goals rather than resolutions, creating a comprehensive financial plan, prioritizing health, celebrating life's moments, practicing gratitude, giving back to the community, building strong relationships, and ensuring a well-thought-out legacy plan. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

In this episode of Beyond the Money, Jackie Campbell discusses the concept of 'mailbox money,' a reliable source of income for retirement. She explores various strategies for creating sustainable income streams, including Social Security and annuities. The conversation shifts to the importance of planning for potential market volatility in 2025, emphasizing the need for risk management and diversification in investment strategies. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

This week, Jackie Campbell discusses essential strategies for retirement planning, focusing on the importance of lifetime income, the role of annuities, and the need for customized financial plans. She emphasizes the significance of tax planning, particularly regarding Roth conversions, and encourages listeners to prepare for the upcoming year with informed financial decisions. The conversation also highlights the importance of asking the right questions when consulting with financial advisors to ensure a comprehensive understanding of one's financial future. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

On this week's episode of the Beyond the Money podcast, Jackie Campbell has a great conversation with author Amy Bruske of Kolbe Corp. They discuss the importance of understanding one's unique strengths through the Kolbe Index, the significance of clarity in decision-making, and how to collaborate effectively with different personality types. Amy emphasizes that achieving goals doesn't have to be hard and that finding joy in work is essential. The conversation also touches on the challenges faced by family businesses and offers actionable steps for improvement. For more information about Amy Bruske and Kolbe Corp, please visit www.kolbe.com! For more information about Jackie Campbell or to schedule a consultation, call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

This week on Beyond the Money, Jackie Campbell reflects on Thanksgiving traditions and the importance of family time. She discusses the significance of creating a retirement roadmap, understanding annuities, and the value of initial consultations in financial planning. The conversation emphasizes the need for clarity in financial goals and the importance of navigating retirement with confidence. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

This week on the Beyond the Money podcast, Jackie Campbell discusses the importance of celebrating milestones in life and how they relate to financial planning. The conversation covers various aspects of retirement planning, including the significance of preparing for key financial milestones, navigating market changes post-election, and the critical need for effective tax planning. Additionally, Jackie shares insights on investment strategies, particularly regarding Bitcoin, and emphasizes the importance of risk management in volatile markets. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

This week, Jackie Campbell reflects on the recent election and its implications for national unity and personal finances. The discussion transitions into market reactions following the election results, exploring how these changes affect retirement planning and tax strategies. Jackie emphasizes the importance of personalized financial planning, addressing client concerns, and the need for proactive measures in uncertain economic times. Generational perspectives on retirement are also discussed, highlighting the urgency for Gen X and Baby Boomers to prepare for their financial futures. The conversation concludes with personal reflections on planning for the future and the importance of clarity and confidence in financial decisions. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See omnystudio.com/listener for privacy information.

In this week's conversation, Jackie Campbell discusses various financial topics, including the significance of celebrating milestones, the implications of national debt, the importance of financial planning, navigating relationships and finances, the complexities of divorce, the role of financial advisors, and the necessity of organizing one's financial life. The discussion emphasizes the need for open communication about finances in relationships and the importance of having a solid financial plan to prepare for the future. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week, Jackie Campbell discusses various financial topics, starting with Halloween traditions and the rising costs of candy. She transitions into the importance of understanding open enrollment for Medicare, emphasizing the need for careful planning in retirement. The discussion then shifts to the implications of national debt on personal finances and concerns surrounding Social Security. Jackie highlights the importance of proactive retirement planning, especially in light of potential tax increases and market risks, ultimately stressing the need for individuals to protect their retirement savings in uncertain times. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week on Beyond The Money, the conversation delves into the critical aspects of retirement planning, emphasizing the need for customized financial strategies tailored to individual goals and circumstances. Jackie Campbell highlights the rising costs associated with achieving the American dream, the importance of regular financial reviews, and the necessity of adapting to changing market conditions and tax laws. The discussion also addresses risk tolerance and the creation of a comprehensive retirement strategy to ensure financial security in retirement. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week, Jackie Campbell explores the importance of preparedness in the face of natural disasters, particularly hurricanes, and the emotional toll it takes on families. She discusses the significance of financial planning, especially in uncertain economic times, highlighting the urgency of tax strategies for retirement. The discussion also touches on the impact of market reactions to elections and the disparity between reported economic conditions and personal experiences. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

In this episode of Beyond the Money, Jackie Campbell interviews Wayne Bennett from Cat 5 Hurricane Screens, discussing the importance of hurricane preparedness in Florida. They explore the risks associated with hurricanes, the significance of having a solid plan, and the benefits of using Cat 5 Hurricane Screens for home protection. Wayne shares insights on financial considerations, insurance discounts, and the community impact of hurricanes, emphasizing the need for practical tips and resources to ensure safety during storm seasons. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week, Jackie Campbell delves into the complexities of financial planning in the context of economic fluctuations, particularly focusing on the implications of recession, interest rates, taxes, and retirement strategies. She emphasizes the importance of proactive planning and the need for diversified income streams in retirement, while also addressing the challenges posed by inflation and health issues. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week, Jackie Campbell discusses the essential steps to building a solid financial plan, emphasizing the importance of income planning, tax strategies, wealth management, legacy planning, and long-term care considerations.  For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week on the Beyond The Money podcast, Jackie Campbell discusses various financial topics related to retirement planning, annuities, social security, and the role of 401(k) plans. She emphasizes the importance of having a comprehensive retirement plan and multiple streams of income. Jackie also discusses the challenges faced by retirees and the need for financial literacy. She touches on the topic of fees and the value of transparent and strategic financial planning. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

On this week's Beyond The Money Podcast, Jackie Campbell discusses retirement planning and the retirement map offered by the team at Campbell & Company. She talks about various aspects of retirement planning, including social security benefits, pension options, savings for retirement, and lifestyle considerations. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week, Jackie Campbell discusses the recent CPI numbers and their implications on interest rates. She also explores the role of politicians in controlling inflation and cutting costs. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week on the Beyond The Money Podcast, Jackie Campbell covers the impact of recent storms and market corrections on families and retirement plans. She emphasizes the importance of having a written retirement plan and strategies to navigate down markets. The discussion also highlights the need for a holistic approach to retirement planning, including tax strategies and tax-efficient investments. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

Many retirees are afraid of losing money and prefer to preserve their savings rather than grow it. This fear can prevent them from maximizing their retirement funds. Jackie Campbell discusses the importance of having a plan that includes multiple streams of income, smart tax planning, and a balanced investment strategy. Other important considerations include health and long-term care planning, as well as having affairs in order to protect loved ones in the event of a spouse's passing. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week on Beyond The Money, Jackie Campbell discusses interest rates and inflation, with speculation on whether there will be a rate cut before the end of the year. She emphasizes the importance of considering inflation and cost of living increases in retirement planning. The discussion also touches on the need to review investment portfolios and assess risk levels. The conversation then shifts to the reasons why many adults are not prepared for retirement, including denial and fear. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week on the Beyond The Money Podcast, the conversation discusses the potential impact of the current political climate on retirement planning. It highlights the concerns and worries of individuals regarding their finances and retirement in light of recent events. The main themes covered include the potential effects of elections on tax policies, Social Security, healthcare, investment climate, government spending, and regulations. The conversation also touches on the role of AI in financial planning and the importance of having a professional advisor. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

This week, Jackie Campbell discusses the importance of retirement planning and compares it to the amount of time and effort people put into planning vacations. She emphasizes the need to have a retirement map and be intentional about financial decisions. The conversation also touches on the factors that affect retirement planning, such as income, taxes, and estate planning. It highlights the significance of having a strategy for decumulating retirement savings and navigating through taxation. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

Jackie Campbell breaks down the 5 steps necessary for building the proper retirement plan.  For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

This week's episode begins with congratulations on the birth of Jackie's newest grandchild and the importance of family. Jackie Campbell then discusses 401(k) millionaires and what to do with gains in the market. The main themes covered are saving for retirement, market volatility, inflation, and the impact of politics on the economy. The conversation emphasizes the importance of having a plan, working with a professional advisor, and considering factors beyond just the numbers. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

Jackie Campbell breaks down the pros and cons of a ROTH and ROTH Conversion. Plus, proposed changes coming to your 401(k) and what a mid-summer portfolio checkup involves.  For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

Jackie Campbell discusses the impact of inflation on everyday purchasing power and the importance of financial planning for retirement. She emphasizes the need to be aware of rising costs and adjust spending accordingly. Jackie also highlights the significance of planning for retirement and the tendency for people to spend more time planning vacations than their financial future. She stresses the importance of starting early and having a written plan. The conversation concludes with a reminder to be grateful for fathers and the impact they have on their children's lives. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

Jackie details why so many advisors burnout so quickly and what they do different at Campbell and Company. Plus, we breakdown the pros and cons of a DIY retirement plan.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

This week, Jackie Campbell discusses how the retirement map is a tried and true process used to help clients achieve their retirement goals. It involves holistic planning, smart tax planning, investment planning, long-term care planning, healthcare planning, and legacy planning. The retirement map also addresses lifestyle goals, personal aspirations, and financial security. It emphasizes the importance of having a written retirement plan and navigating through retirement with intentionality. This week, Jackie also touches on the challenges of providing financial support to adult children and the significance of having a plan for the future. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

Jackie Campbell discusses the importance of providing a financial advisor with a complete picture of one's portfolio. She emphasizes the need for open and honest communication to ensure that clients receive comprehensive and effective advice. Jackie also highlights the significance of tax planning and reducing taxes legally. She discusses the potential impact of proposed tax reforms on individuals, including the elimination of stepped-up basis and the implications for estate planning. Jackie emphasizes the importance of proactive planning to minimize taxes and ensure that assets are passed on cost-effectively to beneficiaries.See omnystudio.com/listener for privacy information.