Six Birthdays That Can Quietly Cost You—or Save You
From Beyond the Money by Jackie Campbell
March 3, 2026 · 22 min
About this episode
Jackie Campbell discusses the importance of understanding milestone birthdays and their impact on financial planning.
That first meeting with a financial advisor feels intimidating—until you know what actually happens. Jackie Campbell walks through what to expect from an initial consultation and why preparation matters more than perfection. The episode also highlights six milestone birthdays that can quietly impact taxes, penalties, Social Security, and Medicare costs. It’s a practical conversation about organization, timing, and why knowing these age‑based rules can change the long‑term outcome of a retirement plan. 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.
People in this episode
Host: Jackie Campbell
Topics covered
- financial planning
- milestone birthdays
- tax implications
- retirement planning
- Social Security
- Medicare costs
Keywords
- financial advisor
- initial consultation
- taxes
- penalties
- retirement plan
- age-based rules
Mentioned in this episode
Organizations: Social Security, Medicare, mycampbellandco.com, Facebook, YouTube, Instagram
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