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PODCAST

Beyond the Money

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.

business investing

All Episodes

18:48

Be Intentional: Make 2024 Your Best Year

Beyond the Money ·

2024/02/02

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.

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20:07

President Jackie Campbells Tax Code

Beyond the Money ·

2024/01/30

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.

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30:42

Jackies Conversation with Brad Jenkins of Market Guard

Beyond the Money ·

2024/01/27

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 See omnystudio.com/listener for privacy information.

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19:30

Blue Collar Tax Strategy

Beyond the Money ·

2024/01/23

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.

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25:22

Setting Goals Not Resolutions

Beyond the Money ·

2024/01/09

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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25:40

A Campbell Family Christmas Story

Beyond the Money ·

2023/12/26

Jackie Campbell talks about her love of Christmas and how the Campbell family celebrates. Plus, what we can learn from Home Alone and why the "middle class" is disappearing. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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23:38

Trump Tax Cut Expiration Strategy

Beyond the Money ·

2023/12/19

Jackie Campbell details how to update your tax strategy for when the Trump Tax Cuts expire and if Annuities are so popular, why are more people not using them? For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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16:13

Spending Down Your 401(k)

Beyond the Money ·

2023/12/12

Jackie Campbell details a 401k strategy that involves "spending down" your income. Plus, we get the plus of the Nature Coast to find out exactly why people are calling Campbell and Company. If you'd like to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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13:52

End of Year Tax Checklist

Beyond the Money ·

2023/12/05

Jackie Campbell has your end of the year check list specifically for your tax strategy and if you should make a ROTH conversion now or after the first of the year. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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12:28

Don't Suppress Your Happiness for the Holidays

Beyond the Money ·

2023/11/28

Jackie Campbell explains that regardless of your age or amount you have saved for retirement, now is the time to create a plan, no matter how simplistic. Plus, we all excel in something, what makes Jackie Campbell stand above the rest? For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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13:15

Can you Properly Test Drive a Retirement?

Beyond the Money ·

2023/11/21

Jackie Campbell details how to properly test drive your retirement while still working. Plus, what the new inflation numbers mean for you holiday shopping. For more information or to schedule a consultation call 727-224-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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14:50

Actually, Retiring is Easy

Beyond the Money ·

2023/11/14

Jackie Campbell explains why retiring is easy, it's post-retirement when things get hard. Plus small steps to help you get the IRS out of your savings account. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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18:11

Giving Teens an Adult Dose of Reality

Beyond the Money ·

2023/11/07

This week Jackie Campbell has audio from a teen opening her first "real" paycheck and getting a dose of reality and the hard truth about taxes. Plus, why it's ok to be uncomfortable in retirement and information about a podcast specifically for our LEO's and their families. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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22:28

Finding Money in the Lost and Found Box

Beyond the Money ·

2023/10/31

Jackie Campbell details how you may have unclaimed cash/assets waiting to be claimed and where to find it. Plus, if you are holding onto an I-Bond, is now the right time to cash it out or would waiting be more beneficial? Finally, how to properly secure your legacy while protecting your family. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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15:44

Three Pillars of a Proper Financial Plan

Beyond the Money ·

2023/10/24

Jackie Campbell breaks down the 3 pillars of a proper financial plan: protection, income and growth. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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19:43

Woulda. Coulda. Shoulda.

Beyond the Money ·

2023/10/17

Jackie explains why 70% of adults are worried now more than ever before about their tax strategy and whay you can learn from a little hindsight. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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20:56

Real Talk About Annuities

Beyond the Money ·

2023/10/10

Jackie Campbell discusses the right time to convert your 401k to a ROTH plus, with Bonds not back yet, how an annuity could benefit your plan. Jackie also breaks down the pros and cons about annuities and why some people are aganist them. Finally, how "dead money" is damaging your overall 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.

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50:35

Linda McKenna: Placement Services and the Four...

Beyond the Money ·

2023/10/03

Jackie Campbell is joined by Linda McKenna from Golden Rule Placement Services. They discuss the steps for senior placement when a relative needs extra help. Linda explains that placement is more than "nurshing home" or "memory care". They also detail the Four Pillars of Needs in placement services including costs. For more information on Golden Rule Placement Services visit Golden Rule Senior Placement Services | Free Senior Placement Services and to reach out to Jackie and the team at Campbell

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19:17

Updating Your End of Year Checklist Early

Beyond the Money ·

2023/09/26

Jackie Campbell explains why you should be thinking about your EOY checklist now and not at the end of the year. Plus, the importance of creating a "when" file and why DIY should be eliminated from your retiremebt plan. For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com or call 727-334-0024See omnystudio.com/listener for privacy information.

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18:11

Viral Dances: Yes. Financial Advice: NO!!

Beyond the Money ·

2023/09/19

Jackie Campbell details the steps to take with your assets if a divorce is in your future, furthermore, what happens if you get back together? Plus, can Tik Tok be a source of financial advice? For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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214 results

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