That first meeting with a financial advisor feels intimidating—until you know what actually happens. Jackie Campbell walks through what to expect from an initial consultation and why preparation matters more than perfection. The episode also highlights six milestone birthdays that can quietly impact taxes, penalties, Social Security, and Medicare costs. It’s a practical conversation about organization, timing, and why knowing these age‑based rules can change the long‑term outcome of a retirement plan.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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That first meeting with a financial advisor feels intimidating&mdash;until you know what actually happens. Jackie Campbell walks through what to expect from an initial consultation and why preparation matters more than perfection. The episode also highlights six milestone birthdays that can quietly impact taxes, penalties, Social Security, and Medicare costs. It&rsquo;s a practical conversation about organization, timing, and why knowing these age‑based rules can change the long‑term outcome of a retirement plan.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
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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/