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    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.
    en118 Episodes

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    Episodes (118)

    Getting Uncomfortable in Retirement

    Getting Uncomfortable in Retirement

    It's necessary to get out of your comfort zone in retirement and Jackie Campbell details how getting uncomfortable could provide a great opportunity for your retirement plan. Plus, is there a specific age to make the call to Campbell and Company?

    For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

    See omnystudio.com/listener for privacy information.

    Christine McCarron: Empower Your Inner Millionaire

    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 information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

    See omnystudio.com/listener for privacy information.

    Appreciating Your Broke Mentality

    Appreciating Your Broke Mentality

    Country superstar Lainey Wilson gets it. She's been a struggling singer/songwriter but now that she's made it, she still has that "broke mentality" to keep her humble. Plus, Jackie explains why the early part of 2024 has been so wild for adults nearing retirement. 

    For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

    See omnystudio.com/listener for privacy information.

    Jackies Conversation with Brad Jenkins of Market Guard

    Jackies Conversation with Brad Jenkins of Market Guard

    Brad Jenkins is the Chief Investment Officer for Market Guard. Market Guard is an investment allocation model exclusively tailored to meet a client's needs. Here he discusses the pros of a "black swan" market, how the 2024 election can affect the market and the cookie analogy for your portfolio. 

    For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

    See omnystudio.com/listener for privacy information.

    Don't Suppress Your Happiness for the Holidays

    Don't Suppress Your Happiness for the Holidays

    Jackie Campbell explains that regardless of your age or amount you have saved for retirement, now is the time to create a plan, no matter how simplistic. Plus, we all excel in something, what makes Jackie Campbell stand above the rest?

    For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

    See omnystudio.com/listener for privacy information.

    Giving Teens an Adult Dose of Reality

    Giving Teens an Adult Dose of Reality

    This week Jackie Campbell has audio from a teen opening her first "real" paycheck and getting a dose of reality and the hard truth about taxes. Plus, why it's ok to be uncomfortable in retirement and information about a podcast specifically for our LEO's and their families. 

    For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

    See omnystudio.com/listener for privacy information.

    Finding Money in the Lost and Found Box

    Finding Money in the Lost and Found Box

    Jackie Campbell details how you may have unclaimed cash/assets waiting to be claimed and where to find it. Plus, if you are holding onto an I-Bond, is now the right time to cash it out or would waiting be more beneficial? Finally, how to properly secure your legacy while protecting your family. 

    For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

    See omnystudio.com/listener for privacy information.

    Beyond the Money
    enOctober 31, 2023
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