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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 424 episodes available.
March 04, 2019Tax Planning, The Age Gap and Blended Families in RetirementIt's tax season, so Jackie and Monica discuss tax planning tips. Also,the affects of blended families preparing for retirement and couples with an age gap....more20minPlay
February 25, 2019Identity Protection TipsJackie and Monica discuss identity protection tips they learned from Frank Abagnale. Frank gained notoriety in the U.S. and overseas for his fraudulent crimes. He was later hired by the FBI as an expert on forgery and document theft, becoming the subject of the film 'Catch Me If You Can.'...more22minPlay
February 18, 2019Tax tips and Couples in RetirementJackie and Monica discuss the new tax changes, retirement checklists, and help couples prepare for retirement....more18minPlay
February 11, 2019Market Volatility & Financial vs Retirement PlannersJackie and Monica discuss ways to protect against market volatility and the difference between Financial and Retirement Planners....more19minPlay
FAQs about Beyond the Money:How many episodes does Beyond the Money have?The podcast currently has 424 episodes available.