Beyond the Money
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.
Misconceptions About Annuities
Jackie Campbell details the misconceptions about annuities that fail to acknowledge the role an annuity can play in a well rounded financial plan.  For more information about Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 
Jun 26, 2023
13 min
What Do People Really Want?!
Jackie details what retirees and pre-retirees really want in a plan. Is it protection? Growth? Income? All of the above?! Plus, how the advancement of AI changed retirement planning.  For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 
Jun 19, 2023
11 min
Importance of Thinking Beyond the Money
Jackie Campbell details why it's so important to think "Beyond the Money" and she explains the hard learned lessons from over 30 years as a financial advisor.  For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 
Jun 12, 2023
14 min
5 Steps to a Solid Financial Plan
Jackie Campbell breaks down the 5 steps to crafting a solid financial plan. This includes Income Planning, Tax Strategy, a Legacy Plan and more.    To schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 
Jun 5, 2023
19 min
Tax Myth That Won't Go Away
Jackie Campbell details the importance of having a proper tax strategy and the one myth that retirees still believe.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 
May 24, 2023
8 min
Securing Mailbox Money
Jackie Campbell details how to secure mailbox money with the help from an Annuity.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 
May 22, 2023
8 min
Why 60% of Adults Are Losing Sleep
60% of adults are anxious over this financial situation and Jackie Campbell talks about what you may need to curb your stress, plus she covers the mistakes retirees wish they could correct.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 
May 17, 2023
9 min
Country Superstar Lainey Wilson on Trust
We hear from singer, songwriter and Yellowstone star Lainey Wilson about the importance of surrounding yourself with people you trust in life and business.  For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 
May 10, 2023
5 min
Using 401k for Emergencies
Jackie Campbell discusses the pitfalls of using your 401k in an emergency situation and what could be a better option.  For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com  
May 8, 2023
4 min
Time for Drastic Moves or Just Stay the Course?
Jackie Campbell details why 70% of investors believe a recession is coming, so should you stay the course or is it time for some drastic moves? Plus, what are the takeaways after just one appointment with Jackie and finally, why lessons can we learn from a movie that's 25 years old? For more information on Campbell and Co or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 
May 1, 2023
21 min
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