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

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

Beyond the Money · Jackie Campbell

October 21, 202523m 55s

Audio is streamed directly from the publisher (p.podderapp.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

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!

Follow us on social media: Facebook | YouTube | X | Instagram

See omnystudio.com/listener for privacy information.

Topics

Gen Xretirement planningrecessionRoth contributionstax strategiesincome streamslegacy planningjackie campbellcampbell and companybeyond the money