The Gap Between Tax Prep and Tax Planning

from Beyond the Money · host Jackie Campbell

Tax season may end, but tax planning doesn’t stop in April. Jackie Campbell unpacks recent tax changes, misconceptions about refunds, and the difference between preparation and long-term planning. The episode explores Roth strategies, retirement tax expectations, and why proactive decisions matter year-round. Real-life examples highlight how small adjustments can influence what you keep—not just what you earn. 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.

Episode metadata supplied by the publisher feed · Published Apr 21, 2026

Embed this episode

Attribution link and audio player

Ready to play

The Gap Between Tax Prep and Tax Planning

0:00 19:29

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Beyond the Money?

This episode is 19 minutes long.

When was this Beyond the Money episode published?

This episode was published on April 21, 2026.

Can I download this Beyond the Money episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!