Is Gen X ready for the most complex financial chapter yet? This episode dives into recession worries, the realities of retirement planning, and why tax strategies like Roth contributions matter more than ever. Jackie Campbell unpacks the myths, math, and mindset shifts needed to navigate market cycles, maximize income, and avoid costly mistakes. Whether you’re facing catch-up contributions or legacy planning, learn how to make intentional moves before the year ends.

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 | Instagram

Is Gen X ready for the most complex financial chapter yet? This episode dives into recession worries, the realities of retirement planning, and why tax strategies like Roth contributions matter more than ever. Jackie Campbell unpacks the myths, math, and mindset shifts needed to navigate market cycles, maximize income, and avoid costly mistakes. Whether you&rsquo;re facing catch-up contributions or legacy planning, learn how to make intentional moves before the year ends.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

Beyond the Money

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Her podcast addresses current market trends and headlines that affect your finances. She also offers solutions and opportunities to help you retire successfully.

Get in touch with Jackie and her team to learn more about how they can help you retire successfully: http://www.beyondthemoneyradio.com/

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Her podcast addresses current market trends and headlines that affect your finances. She also offers solutions and opportunities to help you retire successfully.
Get in touch with Jackie and her team to learn more about how they can help you retire successfully: http://www.beyondthemoneyradio.com/