Beyond the Money
by Jackie CampbellJackie 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
Barton Scott Founder of Upgraded Formulas
29m · PublishedJackie 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 · PublishedWhat 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.
Country Music Association CEO Sarah Trahern Live From Nashville
8m · PublishedJackie was Boot Scootin' all over Nashville but had time to sit with the CEO of the Country Music Association, Sarah Trahern. They talked about the power of trust, being a female in a male dominated industry and the artists that still give her chills.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
Time to Eliminate Your 401(k)?
18m · PublishedSome think it's time to eliminate your 401(k) as a retirement option and move it to a ROTH. Jackie Campbell details why your retirement plan needs multiple streams of income, which includes more than just a 401(k).
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Campbell and Co. Takes Over Nashville With Chancey Williams
8m · PublishedJackie Campbell shined up her cowboy boots and took over Nashville for CRS. Here she details her experience meeting Country Music Icons and her conversation with rising star Chancey Williams.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
Getting Uncomfortable in Retirement
20m · PublishedIt's necessary to get out of your comfort zone in retirement and Jackie Campbell details how getting uncomfortable could provide a great opportunity for your retirement plan. Plus, is there a specific age to make the call to 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.
Fired Before Retired
10m · PublishedWhat happens if you are nearing retirement, but get a pink slip? Jackie Campbell details the steps to take if you get fired before retired. Plus, Stanleys are all the rage in drinkware, but is it all hype?
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
Christine McCarron: Empower Your Inner Millionaire
17m · PublishedChristine McCarron is the author of the book Empower Your Inner Millionaire: A Womans Guide to Financial Freedom. Christine helps adults create and follow a path towards independence. They talk about budgets, income plans, investing and the steps to be more confident in personal success.
For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
Appreciating Your Broke Mentality
21m · PublishedCountry superstar Lainey Wilson gets it. She's been a struggling singer/songwriter but now that she's made it, she still has that "broke mentality" to keep her humble. Plus, Jackie explains why the early part of 2024 has been so wild for adults nearing retirement.
For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
See omnystudio.com/listener for privacy information.
Be Intentional: Make 2024 Your Best Year
18m · PublishedJackie Campbell offers tips and opportunities to make 2024 your best year ever.
For more information on Campbell and Company 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 206 episodes in total of non- explicit content. Total playtime is 50:56:05. 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 31st, 2024 23:41.