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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 ... more
FAQs about Beyond the Money:How many episodes does Beyond the Money have?The podcast currently has 362 episodes available.
May 19, 2020Update on employer payroll credits and loan forgiveness guidelinesIf you own a business and whether or not you received a PPP loan, you need to hear the latest on employer payroll credits and loan forgiveness guidelines. PPP Forgiveness guidelines set Employer payroll tax credits for those who did not receive PPP loon Key provisions in the 1,815 page Heroes Act that passed the House and waiting on Senate ...more15minPlay
May 18, 2020Effective Listening and Communication in the Digital AgeJackie Campbell welcomes licensed mental health counselor Lisa Gunther back to the show to share more tips on how to communicate better and the importance of keeping track of your mental health....more28minPlay
May 08, 2020Understanding your financial positionOn this week's show, Jackie and Monica discuss the most difficult challenges facing women in retirement and the importance of understanding your financial position and the risk involved with your portfolio....more23minPlay
May 04, 2020Are you on track for a successful retirement?Jackie and Monica discuss how to tell if you are on the right path to a successful retirement. Also, should you consider taking an early retirement package? Find out on this week's Beyond the Money!...more23minPlay
April 27, 2020Coping Skills for Today and Beyond with Lisa GuntherJackie discusses actionable tools with Lisa Gunther to help you cope with today’s challenging issues including: love languages, establishing boundaries, 3 resolutions to any conflict and money & marriage....more30minPlay
April 22, 2020SBA and PPP Loan updateJackie and Monica discuss the latest with the SBA (Small Business Administration) and PPP (Paycheck Protection Program) loans and how to navigate the different phases....more9minPlay
April 20, 2020Five financial moves to make during the lockdownJackie Campbell and Monica Haberlin detail five key moves that you can make during the current lockdown situation. They also react to recent analysis regarding the future of tax rates from IRA expert Ed Slott....more25minPlay
April 13, 2020Is a quick rebound possible?This week, Jackie discusses the outlook on the market. We hear from former Federal Reserve chairman Ben Bernanke and Jackie addresses a hot topic right now - Roth conversions. Could that be the right move for you?...more27minPlay
April 06, 2020What to do with your stimulus paymentJackie and Monica discuss good ideas for the coming stimulus payment and offer a .pdf for individuals and small businesses about how to access the government's financial relief package. Listen to this week's Beyond the Money to get this great information!...more25minPlay
March 30, 2020Working through the Coronavirus crisisJackie and Monica talk about how they are using technology to continue to work with their clients during the Coronavirus crisis....more25minPlay
FAQs about Beyond the Money:How many episodes does Beyond the Money have?The podcast currently has 362 episodes available.