<ul> <li>Income planning and understanding your withdrwawal rate</li> <li>Planning for Social Security, Medicare and Long-Term Care</li> <li>Required Minimum Distribution, avoiding IRS penalties, the new RMD rules and CARES Act</li> <li>Estate & Legacy planning, which documents you need (and why), gifting, avoiding probate, wills vs. trusts and more.</li> </ul>

Episode 5: Wellness & Wisdom Series

Kelly Campbell, Chairman and CEO of Campbell Wealth Management, has been in business for over 25 years. Nearly fifteen years ago the company began focusing specifically on retirement planning restricting its clientele to those age fifty-five plus. In-turn, the name Campbell Wealth Management has become synonymous with Retirement Planning in the Washington Metro area.

As an educator, Kelly has taught hundreds of seminars, classes and workshops on retirement planning, estate planning, investment management and life planning. He has taught thousands of baby boomers how to enjoy retirement. He is an energetic and knowledgeable speaker who teaches in a light hearted and comical way utilizing stories and anecdotes to help his students learn.

A sought-after authority on everything retirement, Kelly has been quoted and/or has contributed to Fox Business, TheStreet.com, Fox 5 Local News, CNBC, The Washington Post, Kiplinger’s Magazine and is a recurring blogger for the Smarter Investor on U.S. News & World Report. For 2012-2017 Kelly Campbell has been recognized in the Top 25 in Virginia and in America’s Top 1200 Financial Advisors as named by Barron’s Magazine. *

While Kelly has always said, “A successful retirement comes from proper planning,” this is pursued through his trademarked program, Right on Retirement™ (ROR.) ROR is Kelly’s five step process that he and his team take all of their clients through to work towards their long-term success in retirement. The five steps include: The Bucket List Strategy, The Retirement Foundation, The Financial GPS, The Retirement Paycheck and The Legacy Blueprint.
Kelly graduated from the University of Maryland with a degree in Finance. A continuous student, he has achieved the following designations: Certified Financial Planner™ , Chartered Financial Consultant™, Chartered Mutual Fund Counselor™, and Accredited Investment Fiduciary™.

When he is not helping his clients, Kelly focusses on his passions of boating, water and snow skiing as well as spending time with his wife and three kids.