The Gap Between Tax Prep and Tax Planning
From Beyond the Money by Jackie Campbell
April 21, 2026 · 19 min
About this episode
Jackie Campbell discusses the importance of ongoing tax planning beyond the tax season, highlighting recent changes and strategies.
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 | Instagram See omnystudio.com/listener for privacy information.
People in this episode
Host: Jackie Campbell
Topics covered
- tax planning
- tax preparation
- Roth strategies
- retirement tax
- proactive decisions
Keywords
- tax planning
- tax preparation
- Roth strategies
- retirement tax
- tax refunds
- proactive decisions
- financial adjustments
Mentioned in this episode
Organizations: mycampbellandco.com, Facebook, YouTube, Instagram
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