Marker 01

Jackie Campbell breaks down the pros and cons of a ROTH and ROTH Conversion. Plus, proposed changes coming to your 401(k) and what a mid-summer portfolio checkup involves. 

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com

Jackie Campbell breaks down the pros and cons of a ROTH and ROTH Conversion. Plus, proposed changes coming to your 401(k) and what a mid-summer portfolio checkup involves. 
For more information or to schedule a consultation call 352-251-1015 or visit <a href="http://www.mycampbellandco.com">www.mycampbellandco.com</a>

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.

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. Her podcast addresses current market trends and headlines that affect your finances. She also offers solutions and opportunities to help you retire successfully.

Get in touch with Jackie and her team to learn more about how they can help you retire successfully: http://www.beyondthemoneyradio.com/

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. Her podcast addresses current market trends and headlines that affect your finances. She also offers solutions and opportunities to help you retire successfully.
Get in touch with Jackie and her team to learn more about how they can help you retire successfully: http://www.beyondthemoneyradio.com/

Potential Changes to your 401(k)

Five powerful forces could shape your retirement more than any single investment. Jackie Campbell explores retirement income, legacy planning, investment risk, taxes, and inflation while discussing the excitement around SpaceX and the debate over retirement withdrawal rates. Jackie explains why retirement isn’t about following headlines—it’s about building a coordinated plan designed to adapt to changing markets and life events.

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

Five powerful forces could shape your retirement more than any single investment. Jackie Campbell explores retirement income, legacy planning, investment risk, taxes, and inflation while discussing the excitement around SpaceX and the debate over retirement withdrawal rates. Jackie explains why retirement isn&rsquo;t about following headlines&mdash;it&rsquo;s about building a coordinated plan designed to adapt to changing markets and life events.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

The 5 Forces That Could Make or Break Your Retirement

The market feels strong—but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today’s tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustainable income 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

The market feels strong&mdash;but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today&rsquo;s tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustainable income plan.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

The Risk Behind Today’s Market Momentum

Retirement doesn’t silence the noise—it just changes it. This episode with Jackie Campbell explores how media headlines, geopolitical concerns, and emotional reactions can derail long-term planning, plus why a structured strategy matters more than ever. The discussion covers investment “buckets,” managing risk in retirement, and avoiding panic-driven decisions. It also highlights real-world scam tactics and how to spot them before they cost you. Plus, reflections from a unique Mar-a-Lago experience and a conversation on work ethic and the American dream add a broader perspective to today’s financial landscape.

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

Retirement doesn&rsquo;t silence the noise&mdash;it just changes it. This episode with Jackie Campbell explores how media headlines, geopolitical concerns, and emotional reactions can derail long-term planning, plus why a structured strategy matters more than ever. The discussion covers investment &ldquo;buckets,&rdquo; managing risk in retirement, and avoiding panic-driven decisions. It also highlights real-world scam tactics and how to spot them before they cost you. Plus, reflections from a unique Mar-a-Lago experience and a conversation on work ethic and the American dream add a broader perspective to today&rsquo;s financial landscape.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

Potential Changes to your 401(k)

In 1 playlist(s)

Beyond the Money

Social links

Follow podcast

Recent clips