Jackie Campbell

Beyond the Money

Business EN ↓ 135 episodes

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.

Author

Jackie Campbell

Category

Business

Podcast website

www.beyondthemoneyradio.com

Latest episode

Jul 7, 2026

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Episodes

Time to Eliminate Your 401(k)? 14.03.2024

Some 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). See omnystudio.com/listener for privacy information.

Campbell and Co. Takes Over Nashville With Chancey Williams 12.03.2024

Jackie 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 27.02.2024

It'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 informati...

Fired Before Retired 13.02.2024

What 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.

Appreciating Your Broke Mentality 06.02.2024

Country 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 f...

Be Intentional: Make 2024 Your Best Year 02.02.2024

Jackie 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.

President Jackie Campbells Tax Code 30.01.2024

Jackie explains how she would change the tax code if she had the power of our elected officials. Plus, the concerns over digital currency taking over and what does "B2R" mean and how can it help small business owners?  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

Jackies Conversation with Brad Jenkins of Market Guard 27.01.2024

Brad Jenkins is the Chief Investment Officer for Market Guard. Market Guard is an investment allocation model exclusively tailored to meet a client's needs. Here he discusses the pros of a "black swan" market, how the 2024 election can affect the market and the cookie analogy for your portfolio.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com...

Blue Collar Tax Strategy 23.01.2024

Jackie Campbell details how a Deferred Tax Strategy could benefit small business owners and adults looking to sell property. Plus, how a "blue collar" tax strategy might work for you.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

Setting Goals Not Resolutions 09.01.2024

Jackie Campbell details the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life.  For more information or to schedule a consultation call 727-334-0024 or www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

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