100 episodes

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s with almost 30 years of helping build successful retirements. Monica Haberlin is a tax planning strategist for individuals and business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.

Beyond the Money Jackie Campbell

    • Business
    • 5.0 • 6 Ratings

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s with almost 30 years of helping build successful retirements. Monica Haberlin is a tax planning strategist for individuals and business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.

    What Millennials Can Teach Us About Investing

    What Millennials Can Teach Us About Investing

    In this episode Jackie Campbell and Monica Haberlin discuss the new trend of Millennials avoiding financial guidance and instead investing in Crypto currency. Jackie details the pros and cons of this risky investment, but why it could also be beneficial. Plus, tips on preparing for inflation not just now, but how to be ready for what lies ahead 6 months from now. 
    For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

    • 14 min
    Don't Let Inflation Ruin The Holidays

    Don't Let Inflation Ruin The Holidays

    In this episode Jackie Campbell discusses how rising inflation will affect your Holiday plans, but there are steps you can take to minimize the pain. Plus, what's an I-Bond and is it too good to be true? Finally, we put the Holidays in perspective with the importance of family and Jackie details what that first appointment looks like with Campbell and Company. 
    For more information or to schedule a consultation, visit www.mycampbellandco.com 

    • 10 min
    Easy Forms of Extra Income in Retirement

    Easy Forms of Extra Income in Retirement

    In this episode Jackie Campbell discusses some options you may have for extra income in retirement. This doesn't mean you have to go back to work (you can), but there are other ways to supplement your income. Plus, what's more important: making sure you have a plan for this year or already working on next year? 
    For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

    • 9 min
    What to Consider When Choosing an Advisor

    What to Consider When Choosing an Advisor

    In this episode Jackie Campbell and Monica Haberlin discuss mistakes adults make when choosing a financial advisor. Plus, some retirees are terrified to spend their own hard earned money. Jackie details why people are scared to live life to the fullest. 
    For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com  

    • 11 min
    Year End Tax Planning Strategies and Emergency Funds

    Year End Tax Planning Strategies and Emergency Funds

    Jackie Campbell says you need to have a strategy for taxes all year, not just in April. Fall and Winter could be the most important time to get a plan together. In this episode Jackie and Monica discuss the importance of end of year planning and the difference it can make. Plus, we have emergency funds while we work, but what about when we retire? Should that go into a specific bucket or do you need another plan just in case. 
    For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

    • 13 min
    Retirement Mistakes to Avoid

    Retirement Mistakes to Avoid

    In this episode we have a story about a banker who spent 38 years in the business but still failed at retirement. Jackie Campbell and Monica Haberlin detail the mistakes he made and how you can avoid doing the same. Plus, is inflation here to stay or is this a wave that we have to ride for the foreseeable future?
    For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

    • 12 min

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