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14:47

Beyond the Money

by Jackie Campbell

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.

Copyright: 2024 Jackie Campbell

Episodes

Producing Income. Protecting Income. Growing Income.

18m · Published 14 May 08:00

Jackie details the 5 steps to a solid financial plan which includes the importance of building, protecting and growing your income in retirement. Plus, why some shun the power of an annuity.

For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

It's ok to be Uninformed

14m · Published 07 May 08:00

Jackie Campbell details the reason why so many adults are proudly uninformed on their tax strategy, but also why it's perfectly fine. Plus, the power of a second opinion from the team at Campbell and Company.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Do You Have a "Tax in Advance" Retirement Strategy?

15m · Published 30 Apr 08:00

Tax day may be behind us, but your tax strategy should be evolving year round. Jackie details the importance of a "tax in advance" strategy and how it could benefit your portfolio.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Breaking Up With Uncle Sam in Retirement

18m · Published 23 Apr 08:00

A lot of adults may be feeling burned by Uncle Sam after filing taxes. Maybe you didn't get back what you expected, maybe you got too much or maybe you had to write a huge check. Regardless, Jackie details how the little details now can make a huge difference not just April 15th, but year long.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Milestone Birthday vs Milestone Savings

19m · Published 16 Apr 08:00

Jackie details what's on the mind of the community regarding taxes, income and savings, plus the difference between retirement planning vs financial planning. Also, should you have a milestone age or a milestone savings account in mind for your set retirement date?

For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Why Retirees Over 50 Get Ignored

13m · Published 09 Apr 08:00

Jackie explains why adults over 50 often get ignored in retirement and how to find the focus when customizing a plan.

For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Dr Codi Gharagouzloo Discusses the Latest in Diagnostic Solutions

23m · Published 04 Apr 08:00

Jackie is joined by Dr. Codi Gharagouzloo to discuss the latest technologies in healthcare and how to better plan for your long-term care. They discuss non-invasive diagnostic solutions using breakthrough quantitative imaging biomarkers to provide new insight in health and disease and talk about the steps adults can take to get in a better space both mentally and physically.

For more information on Dr. Codi Gharagouzloo visit Imaginostics - Innovative Diagnostic Solutions and for more on Campbell and Company visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Can a 401(k) Successfully Replace a Pension?

14m · Published 02 Apr 08:00

Pensions are not as common as they once were so many adults are turning to their 401(k) as an alternative. But is it fair to compare the two? Plus, how inflation is now affecting your bag o' fries.

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Barton Scott Founder of Upgraded Formulas

29m · Published 28 Mar 08:00

Jackie is honored to be joined by Barton Scott, founder of Upgraded Formulas, which promotes a healthy lifestyle for adults through minerals. Barton offers solutions in the form of supplements that achieve physical and mental growth. Here they discus opportunities to better sleep, better health and more money.

For more information visit www.upgradedformulas.com

For more on Campbell and Company visit www.mycampbellandco.com or call 727-334-0024.

See omnystudio.com/listener for privacy information.

Liquid Heavy but Afraid of the Market

12m · Published 21 Mar 08:00

What group is the fastest growing in the workforce? It's not the kids. Plus, what's Jackies advice to someone who is "liquid heavy" but afraid of the market?

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

See omnystudio.com/listener for privacy information.

Beyond the Money has 204 episodes in total of non- explicit content. Total playtime is 50:18:38. The language of the podcast is English. This podcast has been added on August 20th 2022. It might contain more episodes than the ones shown here. It was last updated on May 19th, 2024 06:41.

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