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Navigating Retirement Planning Tools with Jacob Campbell

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Manage episode 423125697 series 2989639
Content provided by Darryl Lyons. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Darryl Lyons or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives deep into the essential tools and strategies for successful retirement planning with guest Jacob Campbell, a Certified Financial Planner™ at PAX. Join Darryl and Jacob as they explore the quantitative and qualitative aspects of financial planning, ensuring you're well-prepared for your future.

Today’s show highlights include:

  • Jacob shares his experience with the rigorous CFP® exam, highlighting the dedication required to achieve this prestigious certification.
  • Why "pivoting" is a more accurate term than "retirement," and the importance of having a purpose beyond leaving the workforce.
  • Discover how tools like Honest Conversations and MoneyMind help align financial plans with personal values and priorities.
  • An in-depth look at Money Guide Pro, its features like the Play Zone, and the importance of accurate data inputs and Monte Carlo simulations in forecasting retirement success.
  • Jacob's perspective on measuring success in retirement and the freedom to make choices that align with personal goals and values.

If you enjoyed today’s episode, make sure to leave a comment and share the show with a friend!

Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 423125697 series 2989639
Content provided by Darryl Lyons. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Darryl Lyons or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives deep into the essential tools and strategies for successful retirement planning with guest Jacob Campbell, a Certified Financial Planner™ at PAX. Join Darryl and Jacob as they explore the quantitative and qualitative aspects of financial planning, ensuring you're well-prepared for your future.

Today’s show highlights include:

  • Jacob shares his experience with the rigorous CFP® exam, highlighting the dedication required to achieve this prestigious certification.
  • Why "pivoting" is a more accurate term than "retirement," and the importance of having a purpose beyond leaving the workforce.
  • Discover how tools like Honest Conversations and MoneyMind help align financial plans with personal values and priorities.
  • An in-depth look at Money Guide Pro, its features like the Play Zone, and the importance of accurate data inputs and Monte Carlo simulations in forecasting retirement success.
  • Jacob's perspective on measuring success in retirement and the freedom to make choices that align with personal goals and values.

If you enjoyed today’s episode, make sure to leave a comment and share the show with a friend!

Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

  continue reading

100 episodes

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