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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.
September 09, 2019Common Mistakes Made Before RetirementOn this week's episode, Jackie and Monica discuss some of the common mistakes people make as they approach their retirement years and how to avoid those mistakes....more18minPlay
August 26, 2019Interest Rates & Your Retirement NumberIn this episode, Jackie and Monica discuss the Fed’s decision to drop interest rates and what that could do to your retirement savings. Also, how much money do you need to feel confident in retirement, according to a Charles Schwab survey....more18minPlay
August 19, 2019Taxes and TitlesThis week, Jackie and Monica discuss the importance of learning about taxes and break down some of the various titles people might not be familiar with in the financial industry....more26minPlay
August 05, 2019Social Security and InflationOn this week's episode of Beyond the Money, Jackie and Monica discuss how to get the most out of Social Security and how to prepare for cost of living increases in retirement....more18minPlay
July 22, 2019Money MistakesThis week, Jackie and Monica discuss some common mistakes they see people making with their money. Learn what you should avoid on your road to a successful retirement....more17minPlay
July 15, 2019How to Make Your Money Last LongerHow can you make sure your money lasts as long as you do? In this episode, Jackie and Monica talk about ways to beat inflation by maximizing Social Security benefits and reducing spending....more13minPlay
June 25, 2019Income, Taxes, & Social SecurityHow do you get the most out of your money between retirement and age 70? In this episode, Jackie and Monica discuss the three important factors that you must get right in retirement; Income, Taxes and Social Security. ...more16minPlay
June 18, 2019401k's and Living It Up In RetirementFor many, a 401k is the most common way to save for retirement. But are you doing it right? In this episode Jackie and Monica discuss your 401k options and finding the "sweet spot," so you can "live it up" in retirement and not run out of money....more21minPlay
June 11, 2019The Big Mistake of NOT Having a Written Retirement PlanFidelity says 75% of Americans polled feel "not confident at all" about their financial future. What about you? Jackie and Monica discuss why you should have a written plan for retirement....more22minPlay
June 04, 2019SECURE Act - Changes to your retirement plansThe U.S. House of Representatives passed a bill that represents the first major change to retirement plans since 2006. Including changes 401Kk) plans, IRA's and Required Minimum Distributions. Jackie and Monica discuss how these changes affect you....more21minPlay
FAQs about Beyond the Money:How many episodes does Beyond the Money have?The podcast currently has 362 episodes available.