Beyond the Money

Author: Jackie Campbell

Jackie Campbell is a Certified Financial Planner, CPA, and founder of Campbell and Company Wealth Advisors and CPAs. 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.
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Language: en

Genres: Business, Education, Investing

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Gold, Taxes, and Family: The Retirement Balancing Act
Tuesday, 11 November, 2025

What do skyrocketing gold prices, massive IRAs, and family caregiving have in common? This episode unpacks the financial crossroads facing retirees: whether to rebalance portfolios, manage required minimum distributions, or update legacy plans before the year ends. Jackie Campbell and the team discuss the impact of market highs, tax strategies like Roth conversions, and the emotional realities of supporting aging parents. Discover why proactive planning—especially around taxes and beneficiaries—can help protect your wealth and your family’s future. 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 | InstagramSee omnystudio.com/listener for privacy information.