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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LAST EPISODE

Cognitive Decline

09.30.2019

This week, Jackie and Monica discuss a difficult topic: Cognitive decline. What steps can you take now to make sure you and your family are taken care of before health problems take their toll?

Beyond the Money episodes: