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Beyond the Money

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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 talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

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RMDs and Retirement

This week on the Beyond The Money Podcast, the conversation discusses the potential impact of the current political climate on retirement planning. It highlights the concerns and worries of individual...

2 years ago

The Importance of Having a Retirement Map

This week, Jackie Campbell discusses the importance of retirement planning and compares it to the amount of time and effort people put into planning vacations. She emphasizes the need to have a retire...

2 years ago

Full Financial Plan in 5 Steps

Jackie Campbell breaks down the 5 steps necessary for building the proper retirement plan. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com See om...

2 years ago

Becoming a 401(k) Millionaire: Saving and Compounding

This week's episode begins with congratulations on the birth of Jackie's newest grandchild and the importance of family. Jackie Campbell then discusses 401(k) millionaires and what to do with gains in...

2 years ago

Potential Changes to your 401(k)

Jackie Campbell breaks down the pros and cons of a ROTH and ROTH Conversion. Plus, proposed changes coming to your 401(k) and what a mid-summer portfolio checkup involves. For more information or to ...

2 years ago

Gratitude for Fathers and Their Impact

Jackie Campbell discusses the impact of inflation on everyday purchasing power and the importance of financial planning for retirement. She emphasizes the need to be aware of rising costs and adjust s...

2 years ago

The Retirement Burnout is REAL!

Jackie details why so many advisors burnout so quickly and what they do different at Campbell and Company. Plus, we breakdown the pros and cons of a DIY retirement plan. For more information or to sc...

2 years ago

Long-Term Care and Healthcare Planning in Retirement

This week, Jackie Campbell discusses how the retirement map is a tried and true process used to help clients achieve their retirement goals. It involves holistic planning, smart tax planning, investme...

2 years ago

Maximizing Returns Through Tax Planning

Jackie Campbell discusses the importance of providing a financial advisor with a complete picture of one's portfolio. She emphasizes the need for open and honest communication to ensure that clients r...

2 years ago

Underestimating Your Income Needs in Retirement

Jackie Campbell details how varied your retirement income can be and how most adults can't correctly comprehend their needs. Plus, how to navigate finances when the headlines are heavy. For more info...

2 years ago

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