Plan Then Play: Retirement, Taxes & Estate Planning Made Simple
By Kelly Campbell
Categories: Business, Investing
Plan Then Play: Retirement, Taxes & Estate Planning Made Simple, hosted by Kelly Campbell, helps those 55 and older navigate the path to a secure and well-prepared retirement. The show covers key topics like fiduciary financial planning, tax strategy, estate coordination, and annual retirement reviews. Each episode features candid conversations with the CPAs, estate planning attorneys, and tax professionals who work with successful families, offering practical insight into building a retirement plan that goes beyond investment management. Tune in for expert guidance to retire with clarity, confidence, and a plan built to last.
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Plan Then Play: Retirement, Taxes & Estate Planning Made Simple, hosted by Kelly Campbell, helps those 55 and older navigate the path to a secure and well-prepared retirement. The show covers key topics like fiduciary financial planning, tax strategy, estate coordination, and annual retirement…
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