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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.

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All Episodes

20:47

Navigating Medicare: Open Enrollment Insights

Beyond the Money ·

2024/10/29

This week, Jackie Campbell discusses various financial topics, starting with Halloween traditions and the rising costs of candy. She transitions into the importance of understanding open enrollment for Medicare, emphasizing the need for careful planning in retirement. The discussion then shifts to the implications of national debt on personal finances and concerns surrounding Social Security. Jackie highlights the importance of proactive retirement planning, especially in light of potential tax

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18:10

The Rising Cost of the American Dream

Beyond the Money ·

2024/10/22

This week on Beyond The Money, the conversation delves into the critical aspects of retirement planning, emphasizing the need for customized financial strategies tailored to individual goals and circumstances. Jackie Campbell highlights the rising costs associated with achieving the American dream, the importance of regular financial reviews, and the necessity of adapting to changing market conditions and tax laws. The discussion also addresses risk tolerance and the creation of a comprehensive

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12:43

The Urgency of Financial Planning

Beyond the Money ·

2024/10/15

This week, Jackie Campbell explores the importance of preparedness in the face of natural disasters, particularly hurricanes, and the emotional toll it takes on families. She discusses the significance of financial planning, especially in uncertain economic times, highlighting the urgency of tax strategies for retirement. The discussion also touches on the impact of market reactions to elections and the disparity between reported economic conditions and personal experiences. For more information or

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31:52

Interview with Wayne Bennett from Cat 5 Hurricane...

Beyond the Money ·

2024/10/11

In this episode of Beyond the Money, Jackie Campbell interviews Wayne Bennett from Cat 5 Hurricane Screens, discussing the importance of hurricane preparedness in Florida. They explore the risks associated with hurricanes, the significance of having a solid plan, and the benefits of using Cat 5 Hurricane Screens for home protection. Wayne shares insights on financial considerations, insurance discounts, and the community impact of hurricanes, emphasizing the need for practical tips and resources to

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20:00

Financial Planning in Uncertain Times

Beyond the Money ·

2024/10/01

This week, Jackie Campbell delves into the complexities of financial planning in the context of economic fluctuations, particularly focusing on the implications of recession, interest rates, taxes, and retirement strategies. She emphasizes the importance of proactive planning and the need for diversified income streams in retirement, while also addressing the challenges posed by inflation and health issues. For more information or to schedule a consultation call 352-251-1015 or

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22:21

Mastering Your Financial Future

Beyond the Money ·

2024/09/24

This week, Jackie Campbell discusses the essential steps to building a solid financial plan, emphasizing the importance of income planning, tax strategies, wealth management, legacy planning, and long-term care considerations. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

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18:53

Managing Fees in Financial Planning

Beyond the Money ·

2024/09/10

This week on the Beyond The Money podcast, Jackie Campbell discusses various financial topics related to retirement planning, annuities, social security, and the role of 401(k) plans. She emphasizes the importance of having a comprehensive retirement plan and multiple streams of income. Jackie also discusses the challenges faced by retirees and the need for financial literacy. She touches on the topic of fees and the value of transparent and strategic financial planning. For more information or to

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13:46

Key Considerations in Retirement Planning

Beyond the Money ·

2024/09/03

On this week's Beyond The Money Podcast, Jackie Campbell discusses retirement planning and the retirement map offered by the team at Campbell & Company. She talks about various aspects of retirement planning, including social security benefits, pension options, savings for retirement, and lifestyle considerations. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

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16:07

The Impact of CPI Numbers on Interest Rates

Beyond the Money ·

2024/08/27

This week, Jackie Campbell discusses the recent CPI numbers and their implications on interest rates. She also explores the role of politicians in controlling inflation and cutting costs. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

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18:19

The Importance of a Holistic Retirement Plan

Beyond the Money ·

2024/08/13

This week on the Beyond The Money Podcast, Jackie Campbell covers the impact of recent storms and market corrections on families and retirement plans. She emphasizes the importance of having a written retirement plan and strategies to navigate down markets. The discussion also highlights the need for a holistic approach to retirement planning, including tax strategies and tax-efficient investments. For more information or to schedule a consultation call 352-251-1015 or visit

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11:21

Protecting Loved Ones: Affairs in Order

Beyond the Money ·

2024/08/06

Many retirees are afraid of losing money and prefer to preserve their savings rather than grow it. This fear can prevent them from maximizing their retirement funds. Jackie Campbell discusses the importance of having a plan that includes multiple streams of income, smart tax planning, and a balanced investment strategy. Other important considerations include health and long-term care planning, as well as having affairs in order to protect loved ones in the event of a spouse's passing. For more

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18:48

Creating a Comprehensive Retirement Plan

Beyond the Money ·

2024/07/30

This week on Beyond The Money, Jackie Campbell discusses interest rates and inflation, with speculation on whether there will be a rate cut before the end of the year. She emphasizes the importance of considering inflation and cost of living increases in retirement planning. The discussion also touches on the need to review investment portfolios and assess risk levels. The conversation then shifts to the reasons why many adults are not prepared for retirement, including denial and fear. For more

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18:38

RMDs and Retirement

Beyond the Money ·

2024/07/23

This week on the Beyond The Money Podcast, the conversation discusses the potential impact of the current political climate on retirement planning. It highlights the concerns and worries of individuals regarding their finances and retirement in light of recent events. The main themes covered include the potential effects of elections on tax policies, Social Security, healthcare, investment climate, government spending, and regulations. The conversation also touches on the role of AI in financial

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17:10

The Importance of Having a Retirement Map

Beyond the Money ·

2024/07/16

This week, Jackie Campbell discusses the importance of retirement planning and compares it to the amount of time and effort people put into planning vacations. She emphasizes the need to have a retirement map and be intentional about financial decisions. The conversation also touches on the factors that affect retirement planning, such as income, taxes, and estate planning. It highlights the significance of having a strategy for decumulating retirement savings and navigating through taxation. For

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19:39

Full Financial Plan in 5 Steps

Beyond the Money ·

2024/07/09

Jackie Campbell breaks down the 5 steps necessary for building the proper retirement plan. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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15:10

Becoming a 401(k) Millionaire: Saving and Compounding

Beyond the Money ·

2024/07/02

This week's episode begins with congratulations on the birth of Jackie's newest grandchild and the importance of family. Jackie Campbell then discusses 401(k) millionaires and what to do with gains in the market. The main themes covered are saving for retirement, market volatility, inflation, and the impact of politics on the economy. The conversation emphasizes the importance of having a plan, working with a professional advisor, and considering factors beyond just the numbers. For more information

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19:57

Potential Changes to your 401(k)

Beyond the Money ·

2024/06/25

Jackie Campbell breaks down the pros and cons of a ROTH and ROTH Conversion. Plus, proposed changes coming to your 401(k) and what a mid-summer portfolio checkup involves. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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15:17

Gratitude for Fathers and Their Impact

Beyond the Money ·

2024/06/18

Jackie Campbell discusses the impact of inflation on everyday purchasing power and the importance of financial planning for retirement. She emphasizes the need to be aware of rising costs and adjust spending accordingly. Jackie also highlights the significance of planning for retirement and the tendency for people to spend more time planning vacations than their financial future. She stresses the importance of starting early and having a written plan. The conversation concludes with a reminder to be

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19:36

The Retirement Burnout is REAL!

Beyond the Money ·

2024/06/11

Jackie details why so many advisors burnout so quickly and what they do different at Campbell and Company. Plus, we breakdown the pros and cons of a DIY retirement plan. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

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18:38

Long-Term Care and Healthcare Planning in Retirement

Beyond the Money ·

2024/06/04

This week, Jackie Campbell discusses how the retirement map is a tried and true process used to help clients achieve their retirement goals. It involves holistic planning, smart tax planning, investment planning, long-term care planning, healthcare planning, and legacy planning. The retirement map also addresses lifestyle goals, personal aspirations, and financial security. It emphasizes the importance of having a written retirement plan and navigating through retirement with intentionality. This

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213 results

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