Beyond the Money copertina

Beyond the Money

Beyond the Money

Di: Jackie Campbell
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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.2026 Jackie Campbell Economia Finanza personale
  • The 5 Forces That Could Make or Break Your Retirement
    Jun 30 2026

    Five powerful forces could shape your retirement more than any single investment. Jackie Campbell explores retirement income, legacy planning, investment risk, taxes, and inflation while discussing the excitement around SpaceX and the debate over retirement withdrawal rates. Jackie explains why retirement isn’t about following headlines—it’s about building a coordinated plan designed to adapt to changing markets and life events.

    For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

    Follow us on social media: Facebook | YouTube | X | Instagram

    See omnystudio.com/listener for privacy information.

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    22 min
  • The Risk Behind Today’s Market Momentum
    Jun 23 2026

    The market feels strong—but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today’s tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustainable income plan.

    For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

    Follow us on social media: Facebook | YouTube | X | Instagram

    See omnystudio.com/listener for privacy information.

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    22 min
  • Scams, Strategy, and Staying Focused in Retirement
    Jun 9 2026

    Retirement doesn’t silence the noise—it just changes it. This episode with Jackie Campbell explores how media headlines, geopolitical concerns, and emotional reactions can derail long-term planning, plus why a structured strategy matters more than ever. The discussion covers investment “buckets,” managing risk in retirement, and avoiding panic-driven decisions. It also highlights real-world scam tactics and how to spot them before they cost you. Plus, reflections from a unique Mar-a-Lago experience and a conversation on work ethic and the American dream add a broader perspective to today’s financial landscape.

    For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

    Follow us on social media: Facebook | YouTube | X | Instagram

    See omnystudio.com/listener for privacy information.

    Mostra di più Mostra meno
    22 min
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