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
Candace Owens on Family, Faith and Females in Retirement
18m · PublishedJackie Campbell had the opportunity to sit with Political Commentator Candace Owens to get her thoughts on the market, her grandfathers influence and her idea on what a real tax strategy should look like. We also hear from the lead singer of Racsal Flats, Gary LeVox on the importance of trust.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Taxes and Tim Tebow
19m · PublishedJackie Campbell details the importance of having a tax strategy before the Trump Tax Cuts expire next year. Plus, Heisman winning QB Tim Tebow talks about the importance of finding the right advisor.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Hurricane Preparedness and Financial Planning for the Gulf Coast
31m · PublishedHurricane season is here, and it's time to get prepared. In this episode of Beyond the Money Podcast, Jackie Campbell is joined by Wayne Bennett from Category 5 Hurricane Screens to discuss how to protect your family and property from a hurricane.
Wayne explains that each storm is different, so it's important to be prepared for anything. He also provides information and products that could help you protect your home, car, and belongings.
In addition to hurricane preparedness, this episode also covers financial planning for the aftermath of a storm. Jackie and Wayne discuss how to protect your finances, get reimbursed for your losses, and rebuild your life after a disaster.
This episode is essential listening for anyone who lives in the Gulf Coast region. Tune in to learn how to stay safe and secure during hurricane season.
For more information on Wayne and Cat 5 Hurricane Screens visit www.cat5screens.com and for more on Campbell and Company visit www.mycampbellandco.com
29-Hour Work Day Authors: Ethan and Stephanie Bull
25m · PublishedJackie Campbell sits down with Ethan and Stephanie Bull, authors of The 29-Hour Work Day. They discuss the value and importance for small business owners to surround yourself and your business with qualified professionals that you trust. The 29-Hour Workday can almost serve as an instruction manual to help leverage more time for your clients and provide the best avenues to reach new and experienced Executive Assistants.
For more information on The 29-Hour Workday and Professional Remote Assistant visit www.proassisting.com and for more on Campbell and Company visit www.mycampbellandco.com
How to Receive a Complimentary Copy of Jackies Book: Be Prepared
18m · PublishedJackie Campbell offers steps to getting control of your finances when it feels like you have lost control. Plus more information about Jackies book "Be Prepared" and information how you can pick up a complimentary copy.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Pickleball is Breaking Your Knees and Your Budget
16m · PublishedJackie Campbell details one of the biggest mistake adults make in retirement but more importantly what can you do to avoid those mistakes. Plus, why are some adults afraid to spend their hard earned money? Plus, pickleball is causing damage to your hips and budget.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Dolly Parton is Exhausting
16m · PublishedThis week Jackie Campbell discusses when it's ok to dip into your savings or 401k account for emergencies. Plus, how the power of Market Guard can benefit your portfolio and finally, we love Dolly, but she's exhausting.
For more information or to scheudle a consultation call 727-334-0024 or visit www.mycampbellandco.com
Who's Controlling Your Money?
18m · PublishedJackie Campbell wants to help you find your freedoms. Freedom from work, stress and freedom to spend more time with your family. Plus, how do you take control when it feels like you have no control of your finances?
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Too Lazy to Care?
20m · PublishedJackie Campbell details why in the summer months some adults become "lazy" with their finances and why a mid year checkup could be the spark your portfolio needs right now. Plus, another expensive example of why an estate plan is more for your family than it is for you.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Oversimplifying Your Retirement Strategy
13m · PublishedJackie Campbell talks about the misconceptions over annuities and how they can be oversimplified. Plus, where you park could influence your tax strategy.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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.