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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 388 episodes available.
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
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
FAQs about Beyond the Money:How many episodes does Beyond the Money have?The podcast currently has 388 episodes available.