Beyond the Money

The Retirement Map: Your Guide to Keeping More and Stressing Less


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Would you spend more time planning a Disney trip than your retirement? In this episode, Jackie Campbell explains how the Retirement Map helps you visualize your financial future, reduce taxes, and build a plan that supports your lifestyle and legacy. From RMD strategies and Roth conversions to budgeting for adult children and stress-testing your income, Jackie shares real-life stories and practical advice to help you retire with confidence. Whether you’ve saved $500K or $5M, it’s not about how much you have—it’s about how you plan.

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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