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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

21:42

Bucket List or Budget Risk? Planning for Both

Beyond the Money ·

2025/07/22

What’s your plan for turning dreams into memories—without running out of money? In this episode ofBeyond The Money, Jackie Campbell breaks down how to fund bucket list experiences while navigating inflation, taxes, and the new “Big Beautiful Bill.” From Social Security changes to concentrated stock risk, Jackie shares how to build a 360 degree retirement roadmap that balances income, legacy, and lifestyle. Whether you’re 55 or already retired, this episode is packed

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21:54

The True Cost of Time

Beyond the Money ·

2025/07/15

This week on Beyond The Money, Jackie Campbell discusses the importance of valuing time, the concept of lazy money, and the various risks associated with retirement planning. She delves into the sequence of returns risk and its impact on retirement portfolios, emphasizing the need for a solid financial strategy. The conversation also touches on the emotional aspects of retirement readiness, highlighting the fears and concerns individuals face as they approach this significant life transition. For

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37:01

Interview with Mary Beth Franklin

Beyond the Money ·

2025/07/08

In this episode of Beyond The Money, Jackie Campbell interviews Mary Beth Franklin, a seasoned expert in Social Security and retirement planning. They discuss the critical importance of understanding Social Security benefits, the impact of claiming age on lifetime income, and the political challenges facing the program. Mary Beth emphasizes the need for strategic planning, especially for married couples, and highlights recent legislative changes that could benefit many individuals. The conversation

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21:04

Navigating Market Volatility: Strategies for Investors

Beyond the Money ·

2025/07/08

This week on Beyond the Money, Jackie Campbell explores the nuanced differences between being rich and being wealthy, emphasizing the importance of mindset and personal definitions of wealth. She discusses the current market volatility and the necessity of rebalancing portfolios, especially in uncertain times. The conversation also touches on the DIY approach to financial planning, highlighting the benefits of having a human advisor for guidance. Lastly, Jackie delves into the 'broke mentality' and

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19:56

Confronting Retirement Fears: Strategies for Success

Beyond the Money ·

2025/07/01

In this episode of Beyond the Money, Jackie Campbell discusses the prevalent fears surrounding retirement, particularly the fear of running out of money. She explores strategies to alleviate these fears, including effective financial planning, tax considerations, and the importance of understanding social security benefits. The conversation also touches on the emotional aspects of retirement, such as identity and purpose after leaving the workforce, and highlights key milestone ages that impact

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22:40

The Evolving Landscape of Retirement Planning

Beyond the Money ·

2025/06/24

In this episode of Beyond The Money, Jackie Campbell discusses the evolving landscape of retirement planning, emphasizing the importance of understanding income needs, tax strategies, and effective management of retirement accounts. She highlights the growing trend of adults planning to work during retirement due to financial concerns and the necessity of thorough planning to avoid pitfalls. The conversation also touches on the significance of finding lost retirement accounts and maximizing

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18:30

The Power of Procrastination: A Financial Pitfall

Beyond the Money ·

2025/06/17

This week, Jackie Campbell discusses the detrimental effects of procrastination on financial planning, particularly regarding retirement strategies. They emphasize the importance of being intentional with financial decisions and the need for regular reviews, such as mid-year assessments, to ensure that individuals are on track with their financial goals. The conversation also covers tax strategies, the significance of understanding investment buckets, and the importance of legacy planning for future

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7:02

The Often-Overlooked Significance of Father's Day

Beyond the Money ·

2025/06/12

This week, Jackie Campbell discusses the often-overlooked significance of Father's Day, humorously highlighting its lower status compared to other holidays. The conversation transitions into the importance of retirement planning, emphasizing that it encompasses more than just investment strategies. Jackie advocates for a comprehensive approach to financial planning, which includes tax strategies, legacy planning, and long-term care considerations, underscoring the need for professional guidance in

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17:25

Building Trust in Financial Relationships

Beyond the Money ·

2025/06/10

In this episode of Beyond The Money, Jackie Campbell discusses the critical aspects of building trust in financial relationships, the importance of initial consultations, smart tax strategies for retirement, managing debt, and the significance of legacy planning. Jackie emphasizes that trust is foundational in any financial advisory relationship and highlights the need for clear communication and understanding between clients and advisors. The conversation also delves into the complexities of

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18:13

Income Planning: A Critical Component of Retirement...

Beyond the Money ·

2025/06/03

This week, Jackie Campbell discuss the complexities of financial planning, emphasizing the importance of income planning as a critical component of retirement strategy. She explores common misconceptions about retirement savings, the significance of mindset in retirement readiness, and the various options available for creating sustainable income in retirement. The conversation also delves into tax efficiency strategies, particularly the benefits of Roth conversions, and the necessity of

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21:16

The Role of Family in Financial Decisions

Beyond the Money ·

2025/05/27

This week on Beyond The Money, Jackie Campbell discusses the importance of being intentional about financial planning, especially in relation to family support and retirement. She explores the emotional aspects of financial decisions, the necessity of open communication between couples regarding finances, and the significance of organizing financial affairs. The conversation also delves into the challenges of planning for retirement income and the risks associated with early retirement. For more

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22:58

Being Wealthy vs. Being Rich: Understanding the...

Beyond the Money ·

2025/05/20

In this episode of Beyond the Money, Jackie Campbell discusses the critical differences between being rich and being wealthy, emphasizing the importance of mindset and perspective on financial well-being. The conversation explores the current market volatility and offers advice on portfolio rebalancing, highlighting the significance of having a solid financial plan. Jackie also addresses the DIY approach to financial planning, advocating for the benefits of working with a human advisor. The

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24:33

Women In Finance

Beyond the Money ·

2025/05/06

This week on Beyond The Money, Jackie Campbell delves into the critical topics of women and finance, the emotional impacts of inheriting wealth, the dynamics of money in marriage, the importance of timely retirement planning, finding purpose in retirement, and overcoming procrastination in financial planning. The discussion emphasizes the significant wealth transfer expected to occur, particularly among women, and the need for proactive financial planning to navigate these changes effectively. For

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22:54

The Importance of Financial Planning

Beyond the Money ·

2025/04/29

This week on Beyond The Money, Jackie Campbell discusses the importance of using turn signals while driving as a metaphor for planning in retirement. The conversation transitions into creating a retirement roadmap, understanding income streams, and the role of annuities in financial planning. Jackie emphasizes the significance of setting clear financial goals and addressing market risks while tailoring financial plans to individual needs. For more information or to schedule a consultation call

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22:24

The Essential Retirement Map

Beyond the Money ·

2025/04/22

In this episode of Beyond the Money, Jackie Campbell discusses the importance of having a comprehensive retirement plan, referred to as the 'retirement map.' She emphasizes the need for strategic planning in retirement, including budgeting, tax efficiency, and managing multiple retirement accounts. Jackie also addresses the challenges of financially supporting adult children and the importance of setting boundaries to protect one's own financial future. The conversation highlights the need for

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22:11

Understanding Lazy Money: Are Your Investments Working?

Beyond the Money ·

2025/04/15

In this episode of Beyond the Money, Jackie Campbell discusses the impact of market volatility on retirement planning. She emphasizes the importance of having a solid financial plan, understanding the concept of 'lazy money', and the necessity of risk management in uncertain times. The conversation also highlights the significance of a diversified portfolio and shares real-life retirement experiences to illustrate the importance of proactive financial planning. For more information or to schedule a

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17:20

Five Steps to a Solid Financial Plan

Beyond the Money ·

2025/04/12

In this episode of Beyond the Money, Jackie Campbell discusses the five essential steps to creating a solid financial plan. These steps include income planning, investment planning, smart tax planning, healthcare and long-term care planning, and legacy planning. Each step is explored in detail, emphasizing the importance of having a comprehensive approach to financial management, especially as one approaches retirement. The conversation highlights the evolving landscape of financial planning, the

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32:58

Interview with Mike Reeves

Beyond the Money ·

2025/04/08

This week, Jackie Campbell interviews Mike Reeves, who shares his unexpected journey into retirement, reflecting on the joys and challenges he faced. Mike discusses his career highlights in radio, the evolution of the industry from vinyl to digital, and the importance of health and financial preparedness for a fulfilling retirement. He emphasizes the need for social connections and pursuing passions post-retirement, while also sharing valuable life lessons learned throughout his career. The

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11:49

The Journey of Drew Baldridge: Music and...

Beyond the Money ·

2025/04/01

In this episode of Beyond the Money, Jackie Campbell interviews country artist Drew Baldridge, who shares his journey in the music industry, the challenges he faced, and the importance of building a brand. Drew discusses the emotional impact of his songs, particularly 'She's Somebody's Daughter,' and how they resonate with listeners. The conversation also touches on the parallels between music and entrepreneurship, emphasizing the significance of financial planning and legacy in both fields. For

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11:00

Empowering Women in Retirement Planning

Beyond the Money ·

2025/04/01

On this week's show, Jackie Campbell discusses the unique challenges women face in retirement planning, emphasizing the importance of personalized financial strategies. She highlights the need for a comprehensive retirement roadmap that includes investment, income, and tax planning. The conversation also touches on the value of time and the importance of prioritizing activities that lead to meaningful experiences and memories in retirement. For more information or to schedule a consultation call

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213 results

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