Navigating Retirement Planning Tools with Jacob Campbell

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.