Couverture de Beyond the Money

Beyond the Money

De : Jackie Campbell
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  • Résumé

  • 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.
    2024 Jackie Campbell
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    Épisodes
    • Breaking Up With Uncle Sam in Retirement

      Breaking Up With Uncle Sam in Retirement
      Apr 23 2024

      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.
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      18 min
    • Milestone Birthday vs Milestone Savings

      Milestone Birthday vs Milestone Savings
      Apr 16 2024

      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.
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      19 min
    • Why Retirees Over 50 Get Ignored

      Why Retirees Over 50 Get Ignored
      Apr 9 2024

      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.
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      14 min
    Finances privées Economie
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