131 episódios

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

    • Negócios

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.

    Producing Income. Protecting Income. Growing Income.

    Producing Income. Protecting Income. Growing Income.

    Growing and protecting your income in retirement.

    • 18 min
    It's ok to be Uninformed

    It's ok to be Uninformed

    Power of a second opinion

    • 14 min
    Do You Have a "Tax in Advance" Retirement Strategy?

    Do You Have a "Tax in Advance" Retirement Strategy?

    Tax in advance retirement strategy.

    • 15 min
    Breaking Up With Uncle Sam in Retirement

    Breaking Up With Uncle Sam in Retirement

    Healing the Tax Day Burn

    • 18 min
    Milestone Birthday vs Milestone Savings

    Milestone Birthday vs Milestone Savings

    Retirement planning vs financial planning.

    • 19 min
    Why Retirees Over 50 Get Ignored

    Why Retirees Over 50 Get Ignored

    Why adults over 50 get ignored in retirement.

    • 13 min

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