In this episode of Beyond the Money, Jackie Campbell discusses the impact of market volatility on retirement planning. She emphasizes the importance of having a solid financial plan, understanding the concept of 'lazy money', and the necessity of risk management in uncertain times. The conversation also highlights the significance of a diversified portfolio and shares real-life retirement experiences to illustrate the importance of proactive financial planning.

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

In this episode of Beyond the Money, Jackie Campbell discusses the impact of market volatility on retirement planning. She emphasizes the importance of having a solid financial plan, understanding the concept of 'lazy money', and the necessity of risk management in uncertain times. The conversation also highlights the significance of a diversified portfolio and shares real-life retirement experiences to illustrate the importance of proactive financial planning.
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>

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/

Understanding Lazy Money: Are Your Investments Working?

Dolly Parton’s remarkable life sparks a deeper conversation about purpose, legacy, and what retirement really means. Jackie Campbell discusses creating intentional experiences, leaving a meaningful legacy, and finding fulfillment long after your career ends. From retirement readiness to defining your next chapter, this episode explores how financial freedom can support the life you want to live.

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

Dolly Parton&rsquo;s remarkable life sparks a deeper conversation about purpose, legacy, and what retirement really means. Jackie Campbell discusses creating intentional experiences, leaving a meaningful legacy, and finding fulfillment long after your career ends. From retirement readiness to defining your next chapter, this episode explores how financial freedom can support the life you want to live.
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>

Is Retirement the Finish Line or a New Beginning?

What is your current retirement strategy really costing you? Jackie Campbell examines the price of emotional investing, idle cash, missed tax opportunities, and decisions made without a complete view of your financial life. A featured conversation with Brad Jenkins explores a mathematical, methodical approach to investment decisions. The episode also considers how a coordinated plan can help savers understand what they may comfortably spend in retirement.

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

What is your current retirement strategy really costing you? Jackie Campbell examines the price of emotional investing, idle cash, missed tax opportunities, and decisions made without a complete view of your financial life. A featured conversation with Brad Jenkins explores a mathematical, methodical approach to investment decisions. The episode also considers how a coordinated plan can help savers understand what they may comfortably spend in retirement.
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>

Is Lazy Money Quietly Draining Your Portfolio?

Could a simple birthday milestone cost you more in taxes than you realize? In this episode, Jackie Campbell discusses why the next 10 years may be one of the most important planning windows for retirement, taxes, inherited IRAs, and Medicare costs. Jackie explains how age-based milestones, tax changes, and lack of coordination between financial decisions can create unexpected challenges, and why having a long-term strategy matters. The conversation also explores Market Guard’s approach to tax efficiency and investment planning.

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

Could a simple birthday milestone cost you more in taxes than you realize? In this episode, Jackie Campbell&nbsp;discusses why the next 10 years may be one of the most important planning windows for retirement, taxes, inherited IRAs, and Medicare costs. Jackie explains how age-based milestones, tax changes, and lack of coordination between financial decisions can create unexpected challenges, and why having a long-term strategy matters. The conversation also explores Market Guard&rsquo;s approach to tax efficiency and investment planning.
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>

Understanding Lazy Money: Are Your Investments Working?

In 1 playlist(s)

Beyond the Money

Social links

Follow podcast

Recent clips