Are you a &ldquo;time optimist&rdquo; putting off your retirement plan? In this episode of&nbsp;Beyond The Money, Jackie Campbell explores the emotional and financial costs of procrastination, the importance of stress-testing your retirement plan, and how to avoid legacy battles like those seen in celebrity estates. From tax-smart strategies to long-term care and estate planning, Jackie shares how a 360-degree retirement roadmap can help you move forward with clarity and confidence&mdash;no judgment, just results. 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>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Retire at 65? Test the Math First

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.