What does a 360&deg; retirement roadmap really look like? In this episode of&nbsp;Beyond the Money, Jackie Campbell breaks down the essentials of smart tax planning, legacy protection, and financial clarity. From the impact of Roth conversions and the silver tsunami of wealth transfer to a candid moment with Bill Murray on quality of life, this episode blends practical advice with heartfelt insight. Whether you're nearing retirement or already there, this conversation helps you align your money with your purpose. For more information or to schedule a consultation call 352-251-1015 or visit&nbsp;<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>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Jeannie Seely’s Legacy & Your Retirement Roadmap

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.