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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.
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
May 27, 2019Social Security and Sequence of ReturnsJackie and Monica discuss Social Security and Sequence of Returns, a little know term that can wipe out your retirement savings....more23minPlay
May 20, 2019Retirement RulesJackie and Monica share some rules for retirement to avoid finanical regrets later in life. ...more23minPlay
May 13, 2019Avoiding Retirement Mistakes and Business PlanningWe only get one shot at retirement, in this episode Jackie and Monica discuss ways to avoid costly mistakes and help with business planning....more15minPlay
May 06, 2019How Much For Retirement and UncertaintiesJackie and Monica talk about how much money you will need when you retire and they discuss some of the uncertainties you will experience during your retirement....more19minPlay
FAQs about Beyond the Money:How many episodes does Beyond the Money have?The podcast currently has 388 episodes available.