Beyond the Money
Beyond the Money
Jackie Campbell
Tax Prep vs. Tax Planning: Why the Difference Matters
20 minutes Posted Apr 14, 2026 at 8:00 am.
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20:28
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Show notes

Tax season reveals who’s reacting—and who’s prepared. This episode with Jackie Campbell breaks down the critical differences between tax preparation and tax planning, using real-world examples to show how decisions made throughout the year shape financial outcomes. The discussion explores timing, strategy, and how proactive planning can reduce surprises when filing season arrives. If taxes feel stressful or confusing, this conversation reframes them as part of a bigger financial picture.

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