Taxes, Legacy, and Caddyshack Wisdom
Update: 2025-08-12
Description
What does a 360° retirement roadmap really look like? In this episode of Beyond the Money, Jackie Campbell breaks down the essentials of smart tax planning, legacy protection, and financial clarity. From the impact of Roth conversions and the silver tsunami of wealth transfer to a candid moment with Bill Murray on quality of life, this episode blends practical advice with heartfelt insight. Whether you're nearing retirement or already there, this conversation helps you align your money with your purpose.
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