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

The SECURE Act

12.23.2019

Jackie and Monica discuss the implications of the SECURE Act that was recently passed for retirees. They also talk about tax strategies and developing income in retirement.

Beyond the Money episodes: