Beyond the Money copertina

Beyond the Money

Beyond the Money

Di: Jackie Campbell
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A proposito di questo titolo

 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
Episodi
  • The Gap Between Tax Prep and Tax Planning

    The Gap Between Tax Prep and Tax Planning
    Apr 21 2026

    Tax season may end, but tax planning doesn’t stop in April. Jackie Campbell unpacks recent tax changes, misconceptions about refunds, and the difference between preparation and long-term planning. The episode explores Roth strategies, retirement tax expectations, and why proactive decisions matter year-round. Real-life examples highlight how small adjustments can influence what you keep—not just what you earn.

    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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    20 min
  • Navigating Dementia Before Crisis Hits (Interview with Debbie Selsavage)

    Navigating Dementia Before Crisis Hits (Interview with Debbie Selsavage)
    Apr 15 2026

    Dementia changes everything—but navigating it doesn’t have to start in crisis. Jackie Campbell sits down with Debbie Selsavage, co-founder of Coping with Dementia, to talk about real-world challenges families face when cognitive decline enters the picture. From caregiver burnout and role reversals to preserving dignity and finding local resources, this conversation explores what families often don’t know until they’re already overwhelmed. Debbie shares personal experience, practical insights, and why education, planning, and support matter long before an emergency arises.

    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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    32 min
  • Tax Prep vs. Tax Planning: Why the Difference Matters

    Tax Prep vs. Tax Planning: Why the Difference Matters
    Apr 14 2026

    Tax season reveals who’s reacting—and who’s prepared. This episode with Jackie Campbell breaks down the critical differences between tax preparation and tax planning, using real-world examples to show how decisions made throughout the year shape financial outcomes. The discussion explores timing, strategy, and how proactive planning can reduce surprises when filing season arrives. If taxes feel stressful or confusing, this conversation reframes them as part of a bigger financial picture.

    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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    20 min
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