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.
Don't Suppress Your Happiness for the Holidays
creating a proper retirement plan now can make you happier.
Can you Properly Test Drive a Retirement?
How to properly test drive a retirement plan
Actually, Retiring is Easy
Jackie Campbell explains that retirement is easier than you think.
Giving Teens an Adult Dose of Reality
The pain of taxes starts at a young age, but there are ways to mitigate the pain.
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...
Three Pillars of a Proper Financial Plan
Jackie Campbell breaks down the 3 pillars of a proper financial plan: protection, income and growth. For more information or to schedule a consultation call 727-334-0024 or visit
A great resource and very informative. Jackie and Monica are Rockstars!
Longtime Podcast listener of Beyond the Money Podciast
Very informative & I love the Scott-isms. Thank you for providing a free resource in how to prepare for retirement. Truly appreciated.
This is one of my favorite go-to podcasts…
Great podcast! Ive learned a lot about tax and wealth management by listening in! Great resource!!!