131 episodes
Beyond the Money Jackie Campbell
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- Business
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5.0 • 12 Ratings
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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.
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Producing Income. Protecting Income. Growing Income.
Growing and protecting your income in retirement.
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Do You Have a "Tax in Advance" Retirement Strategy?
Tax in advance retirement strategy.
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Breaking Up With Uncle Sam in Retirement
Healing the Tax Day Burn
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Milestone Birthday vs Milestone Savings
Retirement planning vs financial planning.
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Why Retirees Over 50 Get Ignored
Why adults over 50 get ignored in retirement.
Customer Reviews
Lisa S
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!!!