Beyond the Money
Beyond the Money
Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.Social links:
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Producing Income. Protecting Income. Growing Income.
Jackie details the 5 steps to a solid financial plan which includes the importance of building, protecting and growing your income in retirement. Plus, why some shun the power of an annuity. For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
18:54Clean
It's ok to be Uninformed
Jackie Campbell details the reason why so many adults are proudly uninformed on their tax strategy, but also why it's perfectly fine. Plus, the power of a second opinion from the team at Campbell and Company. For more information or to schedule a consultation call 727-334-0024 or visit www.mycamp…
14:37Clean
Do You Have a "Tax in Advance" Retirement Strategy?
Tax day may be behind us, but your tax strategy should be evolving year round. Jackie details the importance of a "tax in advance" strategy and how it could benefit your portfolio. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
15:15Clean
Breaking Up With Uncle Sam in Retirement
A lot of adults may be feeling burned by Uncle Sam after filing taxes. Maybe you didn't get back what you expected, maybe you got too much or maybe you had to write a huge check. Regardless, Jackie details how the little details now can make a huge difference not just April 15th, but year long. F…
18:20Clean
Milestone Birthday vs Milestone Savings
Jackie details what's on the mind of the community regarding taxes, income and savings, plus the difference between retirement planning vs financial planning. Also, should you have a milestone age or a milestone savings account in mind for your set retirement date? For more information or to sched…
19:09Clean
Why Retirees Over 50 Get Ignored
Jackie explains why adults over 50 often get ignored in retirement and how to find the focus when customizing a plan. For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
13:42Clean
Dr Codi Gharagouzloo Discusses the Latest in Diagnostic Solutions
Jackie is joined by Dr. Codi Gharagouzloo to discuss the latest technologies in healthcare and how to better plan for your long-term care. They discuss non-invasive diagnostic solutions using breakthrough quantitative imaging biomarkers to provide new insight in health and disease and talk about th…
23:30Clean
Can a 401(k) Successfully Replace a Pension?
Pensions are not as common as they once were so many adults are turning to their 401(k) as an alternative. But is it fair to compare the two? Plus, how inflation is now affecting your bag o' fries. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.c…
14:44Clean
Barton Scott Founder of Upgraded Formulas
Jackie is honored to be joined by Barton Scott, founder of Upgraded Formulas, which promotes a healthy lifestyle for adults through minerals. Barton offers solutions in the form of supplements that achieve physical and mental growth. Here they discus opportunities to better sleep, better health and…
29:18Clean
Christine McCarron: Empower Your Inner Millionaire
Christine McCarron is the author of the book Empower Your Inner Millionaire: A Womans Guide to Financial Freedom. Christine helps adults create and follow a path towards independence. They talk about budgets, income plans, investing and the steps to be more confident in personal success. For more…
17:38Clean