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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

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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18:58

Maximizing Returns Through Tax Planning

Beyond the Money ·

2024/05/28

Jackie Campbell discusses the importance of providing a financial advisor with a complete picture of one's portfolio. She emphasizes the need for open and honest communication to ensure that clients receive comprehensive and effective advice. Jackie also highlights the significance of tax planning and reducing taxes legally. She discusses the potential impact of proposed tax reforms on individuals, including the elimination of stepped-up basis and the implications for estate planning. Jackie

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18:29

Underestimating Your Income Needs in Retirement

Beyond the Money ·

2024/05/21

Jackie Campbell details how varied your retirement income can be and how most adults can't correctly comprehend their needs. Plus, how to navigate finances when the headlines are heavy. For more information visit www.mycampbellandco.comSee omnystudio.com/listener for privacy information.

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18:54

Producing Income. Protecting Income. Growing Income.

Beyond the Money ·

2024/05/14

Jackie details the 5 steps to a solid financial plan which includes the importance of building, protecting and growing your income in retirement. Plus, why some shun the power of an annuity. 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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14:37

It's ok to be Uninformed

Beyond the Money ·

2024/05/07

Jackie Campbell details the reason why so many adults are proudly uninformed on their tax strategy, but also why it's perfectly fine. Plus, the power of a second opinion from the team at Campbell and Company. 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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15:16

Do You Have a "Tax in Advance" Retirement Strategy?

Beyond the Money ·

2024/04/30

Tax day may be behind us, but your tax strategy should be evolving year round. Jackie details the importance of a "tax in advance" strategy and how it could benefit your portfolio. 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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18:20

Breaking Up With Uncle Sam in Retirement

Beyond the Money ·

2024/04/23

A lot of adults may be feeling burned by Uncle Sam after filing taxes. Maybe you didn't get back what you expected, maybe you got too much or maybe you had to write a huge check. Regardless, Jackie details how the little details now can make a huge difference not just April 15th, but year long. 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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19:09

Milestone Birthday vs Milestone Savings

Beyond the Money ·

2024/04/16

Jackie details what's on the mind of the community regarding taxes, income and savings, plus the difference between retirement planning vs financial planning. Also, should you have a milestone age or a milestone savings account in mind for your set retirement date?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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13:42

Why Retirees Over 50 Get Ignored

Beyond the Money ·

2024/04/09

Jackie explains why adults over 50 often get ignored in retirement and how to find the focus when customizing a 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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23:30

Dr Codi Gharagouzloo Discusses the Latest in...

Beyond the Money ·

2024/04/04

Jackie is joined by Dr. Codi Gharagouzloo to discuss the latest technologies in healthcare and how to better plan for your long-term care. They discuss non-invasive diagnostic solutions using breakthrough quantitative imaging biomarkers to provide new insight in health and disease and talk about the steps adults can take to get in a better space both mentally and physically. For more information on Dr. Codi Gharagouzloo visit Imaginostics - Innovative Diagnostic Solutions and for more on Campbell

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14:45

Can a 401(k) Successfully Replace a Pension?

Beyond the Money ·

2024/04/02

Pensions are not as common as they once were so many adults are turning to their 401(k) as an alternative. But is it fair to compare the two? Plus, how inflation is now affecting your bag o' fries. 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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29:18

Barton Scott Founder of Upgraded Formulas

Beyond the Money ·

2024/03/28

Jackie is honored to be joined by Barton Scott, founder of Upgraded Formulas, which promotes a healthy lifestyle for adults through minerals. Barton offers solutions in the form of supplements that achieve physical and mental growth. Here they discus opportunities to better sleep, better health and more money. For more information visit www.upgradedformulas.com For more on Campbell and Company visit www.mycampbellandco.com or call 727-334-0024. See omnystudio.com/listener for privacy

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12:31

Liquid Heavy but Afraid of the Market

Beyond the Money ·

2024/03/21

What group is the fastest growing in the workforce? It's not the kids. Plus, what's Jackies advice to someone who is "liquid heavy" but afraid of the market?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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8:30

Country Music Association CEO Sarah Trahern Live From...

Beyond the Money ·

2024/03/19

Jackie was Boot Scootin' all over Nashville but had time to sit with the CEO of the Country Music Association, Sarah Trahern. They talked about the power of trust, being a female in a male dominated industry and the artists that still give her chills. 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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18:15

Time to Eliminate Your 401(k)?

Beyond the Money ·

2024/03/14

Some think it's time to eliminate your 401(k) as a retirement option and move it to a ROTH. Jackie Campbell details why your retirement plan needs multiple streams of income, which includes more than just a 401(k).See omnystudio.com/listener for privacy information.

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8:52

Campbell and Co. Takes Over Nashville With Chancey...

Beyond the Money ·

2024/03/12

Jackie Campbell shined up her cowboy boots and took over Nashville for CRS. Here she details her experience meeting Country Music Icons and her conversation with rising star Chancey Williams. 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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20:35

Getting Uncomfortable in Retirement

Beyond the Money ·

2024/02/27

It's necessary to get out of your comfort zone in retirement and Jackie Campbell details how getting uncomfortable could provide a great opportunity for your retirement plan. Plus, is there a specific age to make the call to Campbell and Company?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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10:10

Fired Before Retired

Beyond the Money ·

2024/02/13

What happens if you are nearing retirement, but get a pink slip? Jackie Campbell details the steps to take if you get fired before retired. Plus, Stanleys are all the rage in drinkware, but is it all hype? 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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17:38

Christine McCarron: Empower Your Inner Millionaire

Beyond the Money ·

2024/02/09

Christine McCarron is the author of the book Empower Your Inner Millionaire: A Womans Guide to Financial Freedom. Christine helps adults create and follow a path towards independence. They talk about budgets, income plans, investing and the steps to be more confident in personal success. 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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21:48

Appreciating Your Broke Mentality

Beyond the Money ·

2024/02/06

Country superstar Lainey Wilson gets it. She's been a struggling singer/songwriter but now that she's made it, she still has that "broke mentality" to keep her humble. Plus, Jackie explains why the early part of 2024 has been so wild for adults nearing retirement. 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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214 results

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