Is your retirement plan built on myths that could cost you? This episode of Beyond The Money tackles common misconceptions about income, taxes, and annuities, revealing why sustainable planning matters more than chasing big returns. Host Jackie Campbell and the team at Campbell and Company break down how your financial history shapes your future, why tax surprises happen in retirement, and how annuities can provide stability—if you understand the details. Discover why your plan should evolve with your life, not just your assets.

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 your retirement plan built on myths that could cost you? This episode of Beyond The Money tackles common misconceptions about income, taxes, and annuities, revealing why sustainable planning matters more than chasing big returns. Host Jackie Campbell and the team at Campbell and Company break down how your financial history shapes your future, why tax surprises happen in retirement, and how annuities can provide stability&mdash;if you understand the details. Discover why your plan should evolve with your life, not just your assets.
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/