Beyond the Money Podcast Por Jackie Campbell arte de portada

Beyond the Money

Beyond the Money

De: Jackie Campbell
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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.2026 Jackie Campbell Economía Finanzas Personales
Episodios
  • Retirement Isn’t the End of Investing

    Retirement Isn’t the End of Investing
    Mar 24 2026

    Retirement doesn’t end investing—it changes how decisions are made amid constant noise. This episode with Jackie Campbell breaks down why long-term thinking still matters after you stop working, and how emotional reactions to headlines can derail smart strategies. The conversation explores bucket-based investing, risk alignment, and the impact of media overload on financial confidence. It’s a practical look at separating signal from distraction while keeping a clear philosophy for retirement years that may last decades.

    For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

    Follow us on social media: Facebook | YouTube | X | Instagram

    See omnystudio.com/listener for privacy information.
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    13 m
  • Celebrating Milestones While Planning Ahead

    Celebrating Milestones While Planning Ahead
    Mar 17 2026

    Confetti moments—from professional milestones to 90th birthdays—frame a deeper discussion about independence and retirement planning. This episode with Jackie Campbell explores how solo adults navigate financial decisions, why coordination matters, and how viewing life as “one financial story” helps simplify complex choices. It’s a blend of celebration, reflection, and practical insight.

    For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

    Follow us on social media: Facebook | YouTube | X | Instagram

    See omnystudio.com/listener for privacy information.
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    19 m
  • Six Birthdays That Can Quietly Cost You—or Save You

    Six Birthdays That Can Quietly Cost You—or Save You
    Mar 3 2026

    That first meeting with a financial advisor feels intimidating—until you know what actually happens. Jackie Campbell walks through what to expect from an initial consultation and why preparation matters more than perfection. The episode also highlights six milestone birthdays that can quietly impact taxes, penalties, Social Security, and Medicare costs. It’s a practical conversation about organization, timing, and why knowing these age‑based rules can change the long‑term outcome of a retirement plan.

    For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

    Follow us on social media: Facebook | YouTube | X | Instagram

    See omnystudio.com/listener for privacy information.
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    22 m
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