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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

17:16

Navigating Retirement: The Importance of Sequence of...

Beyond the Money ·

2025/03/25

On this episode of Beyond the Money, the discussion revolves around the critical concept of sequence of returns risk and its significant impact on retirement planning. Jackie Campbell explores various types of investment risks, emphasizing how market conditions during the early years of retirement can drastically affect portfolio longevity. She also delves into the emotional aspects of retirement readiness, highlighting the importance of having a solid financial plan that goes beyond mere numbers

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8:56

The Concept of Lazy Money

Beyond the Money ·

2025/03/18

This week on Beyond the Money Podcast, Jackie Campbell discusses the current state of the market, the implications for retirement strategies, and the concept of 'lazy money.' She emphasizes the importance of having a proactive retirement plan to navigate market volatility and address the risks associated with stagnant investments. The conversation highlights the need for individuals to assess their financial strategies and ensure their money is working effectively for them. For more information or

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10:29

Interview with Duane Allen of The Oak Ridge Boys

Beyond the Money ·

2025/03/11

Jackie Campbell shares her experiences at the CRS (Country Radio Seminar) event in Nashville, where she met iconic country music artists like Duane Allen of The Oak Ridge Boys. The conversation delves into the nostalgia of meeting musical legends, the legacy of The Oak Ridge Boys, and the importance of trust in both personal and professional relationships. Allen reflects on his long career, the significance of trust in business, and the bonds formed through music. For more information or to schedule

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10:19

Navigating Spring Break Chaos

Beyond the Money ·

2025/03/11

This week, Jackie Campbell discusses the challenges of spring break in Miami Beach, the complexities of tax rules that affect retirement, and the importance of understanding Social Security and Medicare taxes. She emphasizes the need for a solid retirement roadmap and the significance of financial freedom in retirement planning. For more information or to schedule a consultation call 352-251-1015 or visitwww.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee

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21:55

Understanding the True Cost of Financial Services

Beyond the Money ·

2025/03/04

This week on Beyond the Money, Jackie Campbell discusses the importance of celebrating small victories, referred to as 'confetti moments,' in both personal and professional life. She delves into the significance of understanding financial fees and the value of financial planning, especially in the context of retirement and inheritance. The conversation highlights the challenges Baby Boomers face in spending their amassed wealth and the psychological factors influencing their financial decisions. For

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14:01

Navigating Inflation: What It Means for Your Retirement

Beyond the Money ·

2025/02/25

In this episode of Beyond the Money, Jackie Campbell discusses the current state of inflation and its implications for retirement planning. The conversation highlights the importance of budgeting for rising costs and maintaining emergency funds. Jackie also explores the opportunities presented by high interest rates for investments and the potential risks associated with Social Security benefits as they face funding challenges. The episode emphasizes the necessity of prior planning and having a

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21:25

Bridging Financial Gaps in Relationships

Beyond the Money ·

2025/02/18

This week, Jackie Campbell discusses various aspects of financial planning, focusing on the 60-40 portfolio, retirement strategies for couples, handling buyouts, preparing for wealth transfer, and evaluating retirement plans. She emphasizes the importance of communication in financial relationships and the need for intentional planning to navigate financial decisions effectively. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on

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22:48

Navigating the Trump Tax Cuts

Beyond the Money ·

2025/02/11

This week, Jackie Campbell discusses the implications of the Trump tax cuts, strategies for retirement planning, and the importance of creating personal pensions. She explores the potential shortcomings of 401(k) plans and emphasizes the need for a balanced approach to growth and protection in retirement investments. The conversation also touches on the risks associated with cryptocurrencies and the necessity of comprehensive financial planning. For more information or to schedule a consultation

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22:05

The Retirement Transition

Beyond the Money ·

2025/02/04

In this episode of Beyond the Money, Jackie Campbell discusses the intricacies of retirement planning, focusing on how to determine the right savings goals, the importance of asset allocation, and the role of annuities in providing financial security. The conversation also highlights common challenges faced by individuals transitioning into retirement, including unexpected expenses and the impact of inflation. For more information or to schedule a consultation call 352-251-1015 or visit

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20:00

Barriers to Achieving Your American Dream

Beyond the Money ·

2025/01/28

This week, Jackie Campbell discusses the critical importance of income planning for retirement, the barriers that hinder achieving the American dream, and the various expenses retirees face. The discussion highlights the need for a holistic approach to financial planning, especially in light of upcoming tax changes and common regrets retirees have regarding their spending habits. This episode also emphasizes that retirement is not just about financial security but also about fulfilling personal

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18:24

Maximizing Your Social Security Benefits

Beyond the Money ·

2025/01/21

This week, Jackie Campbell delves into the intricacies of Social Security benefits, retirement planning, and the differences between 401(k) and IRA accounts. She emphasizes the importance of understanding when to claim Social Security, the potential changes to the system, and how to navigate the transition into retirement. Additionally, the discussion covers the significance of comprehensive financial planning, including tax efficiency and investment strategies, to ensure a secure retirement. For

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18:50

The Current Economic Landscape

Beyond the Money ·

2025/01/14

This week on Beyond The Money, the conversation explores the current economic landscape, focusing on market predictions, the importance of preparation for potential downturns, tax strategies for retirement, the benefits of Roth conversions, and the psychological aspects of spending in retirement. Jackie Campbell discusses the mixed signals from market analysts and the necessity for investors to remain vigilant and proactive in their financial planning. For more information or to schedule a

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22:30

Make 2025 The Best Year Ever

Beyond the Money ·

2024/12/31

This week on Beyond The Money, Jackie Campbell discusses how to make 2025 the best year ever by focusing on intentional goal setting, financial planning, health, gratitude, relationships, and legacy planning. She emphasizes the importance of setting realistic goals rather than resolutions, creating a comprehensive financial plan, prioritizing health, celebrating life's moments, practicing gratitude, giving back to the community, building strong relationships, and ensuring a well-thought-out legacy

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15:39

Unlocking the Secrets of Mailbox Money

Beyond the Money ·

2024/12/24

In this episode of Beyond the Money, Jackie Campbell discusses the concept of 'mailbox money,' a reliable source of income for retirement. She explores various strategies for creating sustainable income streams, including Social Security and annuities. The conversation shifts to the importance of planning for potential market volatility in 2025, emphasizing the need for risk management and diversification in investment strategies. For more information or to schedule a consultation call 352-251-1015

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21:52

The Importance of Lifetime Income in Retirement

Beyond the Money ·

2024/12/17

This week, Jackie Campbell discusses essential strategies for retirement planning, focusing on the importance of lifetime income, the role of annuities, and the need for customized financial plans. She emphasizes the significance of tax planning, particularly regarding Roth conversions, and encourages listeners to prepare for the upcoming year with informed financial decisions. The conversation also highlights the importance of asking the right questions when consulting with financial advisors to

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30:53

Interview with Amy Bruske of Kolbe Corp

Beyond the Money ·

2024/12/10

On this week's episode of the Beyond the Money podcast, Jackie Campbell has a great conversation with author Amy Bruske of Kolbe Corp. They discuss the importance of understanding one's unique strengths through the Kolbe Index, the significance of clarity in decision-making, and how to collaborate effectively with different personality types. Amy emphasizes that achieving goals doesn't have to be hard and that finding joy in work is essential. The conversation also touches on the challenges faced by

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24:01

Thanksgiving Traditions and Family Values

Beyond the Money ·

2024/12/03

This week on Beyond the Money, Jackie Campbell reflects on Thanksgiving traditions and the importance of family time. She discusses the significance of creating a retirement roadmap, understanding annuities, and the value of initial consultations in financial planning. The conversation emphasizes the need for clarity in financial goals and the importance of navigating retirement with confidence. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!See

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19:10

Celebrating Life's Milestones: A Financial Perspective

Beyond the Money ·

2024/11/26

This week on the Beyond the Money podcast, Jackie Campbell discusses the importance of celebrating milestones in life and how they relate to financial planning. The conversation covers various aspects of retirement planning, including the significance of preparing for key financial milestones, navigating market changes post-election, and the critical need for effective tax planning. Additionally, Jackie shares insights on investment strategies, particularly regarding Bitcoin, and emphasizes the

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21:37

Navigating Post-Election Financial Landscapes

Beyond the Money ·

2024/11/19

This week, Jackie Campbell reflects on the recent election and its implications for national unity and personal finances. The discussion transitions into market reactions following the election results, exploring how these changes affect retirement planning and tax strategies. Jackie emphasizes the importance of personalized financial planning, addressing client concerns, and the need for proactive measures in uncertain economic times. Generational perspectives on retirement are also discussed,

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24:05

The Significance of Celebrating Milestones

Beyond the Money ·

2024/11/12

In this week's conversation, Jackie Campbell discusses various financial topics, including the significance of celebrating milestones, the implications of national debt, the importance of financial planning, navigating relationships and finances, the complexities of divorce, the role of financial advisors, and the necessity of organizing one's financial life. The discussion emphasizes the need for open communication about finances in relationships and the importance of having a solid financial plan

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213 results

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