Beyond the Money

Gen X on the Edge: Are You Ready for Retirement’s Reality?


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Is Gen X ready for the most complex financial chapter yet? This episode dives into recession worries, the realities of retirement planning, and why tax strategies like Roth contributions matter more than ever. Jackie Campbell unpacks the myths, math, and mindset shifts needed to navigate market cycles, maximize income, and avoid costly mistakes. Whether you’re facing catch-up contributions or legacy planning, learn how to make intentional moves before the year ends.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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Beyond the MoneyBy Jackie Campbell

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