Beyond the Money

By Jackie Campbell

What's Beyond the Money about?

Jackie Campbell is a Certified Financial Planner, Tax CPA, and founder of Campbell and Company Wealth Advisors and CPA’s with over 25 years of helping build successful retirements. Monica Haberlin is a tax planning strategist for small business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.

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Taxes and Titles


This week, Jackie and Monica discuss the importance of learning about taxes and break down some of the various titles people might not be familiar with in the financial industry.

Beyond the Money episodes: