What do skyrocketing gold prices, massive IRAs, and family caregiving have in common? This episode unpacks the financial crossroads facing retirees: whether to rebalance portfolios, manage required minimum distributions, or update legacy plans before the year ends. Jackie Campbell and the team discuss the impact of market highs, tax strategies like Roth conversions, and the emotional realities of supporting aging parents. Discover why proactive planning—especially around taxes and beneficiaries—can help protect your wealth and your family’s future.

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

What do skyrocketing gold prices, massive IRAs, and family caregiving have in common? This episode unpacks the financial crossroads facing retirees: whether to rebalance portfolios, manage required minimum distributions, or update legacy plans before the year ends. Jackie Campbell and the team discuss the impact of market highs, tax strategies like Roth conversions, and the emotional realities of supporting aging parents. Discover why proactive planning&mdash;especially around taxes and beneficiaries&mdash;can help protect your wealth and your family&rsquo;s future.
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/

Gold, Taxes, and Family: The Retirement Balancing Act

What if being intentional—not just optimistic—could transform your next 12 months? In this episode, Jackie Campbell shares five practical steps for building a solid financial plan: set SMART goals, create a written money plan, clean up your financial “messes,” prioritize self-care, and always keep learning. Discover how to protect your assets, plan for taxes, and prepare for life’s surprises with clear strategies that work at any stage. It’s a candid look at how small, intentional actions can make a big difference in your financial future.

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

What if being intentional&mdash;not just optimistic&mdash;could transform your next 12 months? In this episode, Jackie Campbell shares five practical steps for building a solid financial plan: set SMART goals, create a written money plan, clean up your financial &ldquo;messes,&rdquo; prioritize self-care, and always keep learning. Discover how to protect your assets, plan for taxes, and prepare for life&rsquo;s surprises with clear strategies that work at any stage. It&rsquo;s a candid look at how small, intentional actions can make a big difference in your financial future.
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>

Five Steps to a More Intentional—and Successful—Year

What if procrastination is quietly steering your financial future off course? In this episode, Jackie Campbell breaks down why adults delay retirement planning, how fear and comparison shape financial decisions, and what clarity emerges once you finally confront the numbers. From the psychology of “time optimists” to the importance of organizing accounts, updating beneficiaries, and aligning legacy wishes, the conversation highlights the value of taking action now—without judgment or shame. Featuring a special discussion with Super Bowl champion Martín Gramatica on quality of life and purposeful next chapters.

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

What if procrastination is quietly steering your financial future off course? In this episode, Jackie Campbell breaks down why adults delay retirement planning, how fear and comparison shape financial decisions, and what clarity emerges once you finally confront the numbers. From the psychology of &ldquo;time optimists&rdquo; to the importance of organizing accounts, updating beneficiaries, and aligning legacy wishes, the conversation highlights the value of taking action now&mdash;without judgment or shame. Featuring a special discussion with Super Bowl champion Mart&iacute;n Gramatica on quality of life and purposeful next chapters.
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>

Is Procrastination Costing Your Retirement?

What does it really take to build a financial plan that goes beyond the numbers? This episode with Jackie Campbell breaks down the six essential components of a solid financial roadmap—from income and investment strategies to tax planning, healthcare, legacy, and emotional well-being. Discover why intentional decisions matter at every stage, how to balance risk and protection, and why organizing your life’s details can make all the difference. Real stories and practical advice help you create a plan that supports both your wealth and your purpose.

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

What does it really take to build a financial plan that goes beyond the numbers? This episode with Jackie Campbell breaks down the six essential components of a solid financial roadmap&mdash;from income and investment strategies to tax planning, healthcare, legacy, and emotional well-being. Discover why intentional decisions matter at every stage, how to balance risk and protection, and why organizing your life&rsquo;s details can make all the difference. Real stories and practical advice help you create a plan that supports both your wealth and your purpose.
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>

Gold, Taxes, and Family: The Retirement Balancing Act

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