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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.
March 19, 2020Coronavirus and the Market ResponseJackie and Monica react to the incredible market losses this week and discuss the Coronavirus pandemic. At Campbell and Company, we are now offering virtual appointments so those who are seeking financial advice during this time can connect with us from the comfort and safety of their own homes. Listen to this week's podcast to find out how to set up a virtual appointment....more25minPlay
March 16, 2020Reacting to the market downturnIt was a really ugly week on the stock market. Jackie and Monica react to the end of the 11 year bull market run and discuss how they're helping their clients weather the storm during this time....more21minPlay
March 09, 2020Volatility and the Importance of PlanningJackie and Monica talk about the continuing volatility in the stock market due to the Coronavirus scare. They also talk about why it's important to continue to review and adjust your retirement plan throughout your retirement years....more20minPlay
March 02, 2020Volatility and TaxesJackie and Monica discuss the recent volatility in the market and how people can save money by taking advantage of our current tax code before it expires....more20minPlay
February 24, 2020Taxes and Retirement Money MovesThis week, Jackie and Monica discuss the busy tax season and how they're helping people become as tax efficient as possible. They also talk about some of the biggest regrets that retirees have about money and what to do now to avoid those regrets....more24minPlay
February 17, 2020Tim Tebow Foundation and SnowbirdsThis week, Jackie and Monica talk about Jackie's recent experience with the Tim Tebow Foundation and the impact it is making on special needs children around the world. They also discuss the unique challenges that face retirees who move to Florida and how they can help them adjust....more24minPlay
February 10, 2020Behind the scenes of retirement planningThis week, Jackie and Monica talk about some of the behind the scenes work they do on retirement plans. Their goal is to build a plan that allows their clients to enjoy retirement without worrying about the nuts and bolts....more21minPlay
January 27, 2020The Emotional Impact of RetiringJackie and Monica talk about how the decision to retire can have a big impact on individuals, both financially and emotionally. They describe how they help retirees be successful by supporting them during those retirement years....more21minPlay
January 20, 20202020 Market OutlookWe continue to see all-time highs in the market, but is it sustainable for the rest of 2020? Jackie and Monica share their thoughts on the markets, and how the SECURE Act will effect retirees and those approaching their retirement years....more18minPlay
December 23, 2019The SECURE ActJackie 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....more21minPlay
FAQs about Beyond the Money:How many episodes does Beyond the Money have?The podcast currently has 362 episodes available.