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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

17:39

Six Steps to a Storm-Proof Retirement Plan

Beyond the Money ·

2025/11/04

What if the calm in your finances is just the calm before the storm? In this episode, Jackie Campbell breaks down the six essential steps to a solid retirement plan—covering debt, taxes, investments, income, healthcare, legacy, and the emotional side of money. Discover why now is the time to ask tough questions, rebalance your portfolio, and prepare for market surprises. Whether you’re debt-free or still paying down a mortgage, learn how to build resilience and clarity into your

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28:50

Understanding Medicare: What You Need to Know (with...

Beyond the Money ·

2025/10/31

This week on Beyond The Money, Jackie Campbell sits down with Karen Lund to discuss the complexities of Medicare and its importance in retirement planning. With over 25 years in the insurance industry, Karen emphasizes the need for personalized insurance solutions tailored to individual needs. The conversation covers the different parts of Medicare, enrollment periods, and the significance of having a trusted advisor to navigate the options available. Karen also shares case studies to illustrate how

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19:51

Melt-Ups & Mistakes: Moves That Could Destroy Your...

Beyond the Money ·

2025/10/28

Could chasing record highs put your retirement at risk? This episode with Jackie Campbell explores the dangers of market “melt-ups,” emotional investing, and common moves that can quietly sabotage your financial future. Learn why relying on a 401(k) alone, ignoring hidden fees, and skipping a written plan could derail your goals. Get practical insights on rebalancing, tax strategies, and staying prepared—no matter what the market does. For more information or to schedule a

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23:55

Gen X on the Edge: Are You Ready for Retirement’s...

Beyond the Money ·

2025/10/21

Is Gen X ready for the most complex financial chapter yet? This episode dives into recession worries, the realities of retirement planning, and why tax strategies like Roth contributions matter more than ever. Jackie Campbell unpacks the myths, math, and mindset shifts needed to navigate market cycles, maximize income, and avoid costly mistakes. Whether you’re facing catch-up contributions or legacy planning, learn how to make intentional moves before the year ends. For more information or to

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21:11

Retirement Shock: Why Taxes Don’t Retire With You

Beyond the Money ·

2025/10/14

What if your biggest retirement surprise isn’t when you can retire—but how much you’ll owe in taxes? This episode explores milestone birthdays, open enrollment decisions, and why retirement income can push you into a higher tax bracket than you expected. Jackie Campbell shares real stories, lessons from NFL star Robert Griffin III, and practical advice for planning beyond the numbers—so you can navigate choices, avoid blind spots, and rethink what retirement really means. For

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28:52

Beyond the Alphabet Soup: Making Sense of Medicare...

Beyond the Money ·

2025/10/10

Turning 65 isn’t just a milestone—it’s a crossroads for your health and financial future. In this episode, Jackie Campbell sits down with Karen Lund to unpack the complexities of Medicare, sharing real-life scenarios and expert advice to help you avoid costly mistakes and choose coverage that fits your lifestyle. Learn why personalized guidance matters, how open enrollment works, and what questions to ask before making decisions that impact your retirement security. Whether

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19:37

Don’t Wait for April: The Tax Planning Mistake

Beyond the Money ·

2025/10/07

What if waiting until April means missing out on thousands in tax savings? This episode reveals why tax planning starts now, how Roth conversions can reshape your retirement, and the five pillars of a 360-degree financial roadmap. Jackie Campbell breaks down the pros and cons of Roth IRAs, the difference between tax prep and tax planning, and how to avoid costly surprises in retirement. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us

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19:15

Women, Work & Medicare: The New Rules of Retirement

Beyond the Money ·

2025/09/30

What if retirement isn’t the end, but a new beginning? In this episode, Jackie Campbell explores why many choose to work longer, how women face unique retirement challenges, and what you must know about Medicare open enrollment. Plus, get real talk on market volatility, relationships, and building a plan that lasts as long as you do—while still having fun along the way. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on

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25:09

Retire Like a Pro: Florida’s Secrets & Stress Tests

Beyond the Money ·

2025/09/23

Is Florida really the best place to retire—or is there more to the story? This episode with Jackie Campbell explores why cities like Tampa top the retirement charts, how to stress-test your financial plan, and the secrets behind the great wealth transfer. Plus, hear what Hall & Oates can teach us about knowing when it’s time to move on. Discover practical tips for downsizing, legacy planning, and making your future bigger than your past. For more information or to schedule a

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18:39

Windfalls & Wake-Up Calls: Planning for the Unexpected

Beyond the Money ·

2025/09/16

What would you do if a windfall changed your life overnight? This episode with Jackie Campbell explores the realities of sudden wealth, Social Security strategies, and the importance of planning for both expected and unexpected events. Discover why communication, clarity, and confidence are essential for protecting your legacy and ensuring your income lasts—no matter what surprises come your way. For more information or to schedule a consultation call 352-251-1015 or visit

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18:40

Retirement Isn’t a Number—It’s a Feeling

Beyond the Money ·

2025/09/09

What if retirement wasn’t just about money—but about meaning? In this episode of Beyond The Money, Jackie Campbell explores the emotional side of retirement: the shift in identity, the fear of “one more year,” and the power of purpose. From organizing your “My Win” file to understanding withdrawal strategies beyond the 4% rule, Jackie shares real-life stories and practical tools to help you retire with clarity, confidence, and joy. Whether you're counting down the

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13:54

Retire at 65? Test the Math First

Beyond the Money ·

2025/09/02

Is 65 still the magic age to retire? In this episode, Jackie Campbell explores why retirement isn’t just about hitting a number—it’s about testing the math, knowing your lifestyle, and planning for surprises. From orphaned 401(k)s to unexpected health events, learn how to build a flexible retirement strategy that works for you. Plus, discover how to track down lost retirement accounts and why consolidating your finances can simplify your future. For more information or to schedule

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18:06

The Real Cost of Procrastinating Your Retirement Plan

Beyond the Money ·

2025/08/26

Are you a “time optimist” putting off your retirement plan? In this episode ofBeyond The Money, Jackie Campbell explores the emotional and financial costs of procrastination, the importance of stress-testing your retirement plan, and how to avoid legacy battles like those seen in celebrity estates. From tax-smart strategies to long-term care and estate planning, Jackie shares how a 360-degree retirement roadmap can help you move forward with clarity and confidence—no judgment, just

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22:54

Jeannie Seely’s Legacy & Your Retirement Roadmap

Beyond the Money ·

2025/08/19

What’s around the next curve in retirement? In this episode, Jackie Campbell breaks down the three pillars of retirement planning—risk, income, and taxes—and why the final five years before retirement are critical. Learn how portfolio risk, withdrawal strategies, and Social Security decisions can shape your future. Plus, hear a heartfelt tribute and backstage interview with country music legend Jeannie Seely, reflecting on her legacy at the Grand Ole Opry and advice for newcomers

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17:08

Taxes, Legacy, and Caddyshack Wisdom

Beyond the Money ·

2025/08/12

What does a 360° retirement roadmap really look like? In this episode ofBeyond the Money, Jackie Campbell breaks down the essentials of smart tax planning, legacy protection, and financial clarity. From the impact of Roth conversions and the silver tsunami of wealth transfer to a candid moment with Bill Murray on quality of life, this episode blends practical advice with heartfelt insight. Whether you're nearing retirement or already there, this conversation helps you align your money with your

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54:52

From Super Bowl to Saving Lives: Martín Gramática’s...

Beyond the Money ·

2025/08/11

What happens when a Super Bowl champion trades stadium lights for saving lives? In this episode ofBeyond the Money, Martín Gramática shares his journey from NFL kicker to health advocate and entrepreneur. He opens up about overcoming childhood adversity, raising a family, and launching Clearview Imaging—a preventative health company offering life-saving scans in under five minutes. From football glory to personal growth, Martín’s story is a powerful reminder that

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22:24

The Retirement Map: Your Guide to Keeping More and...

Beyond the Money ·

2025/08/05

Would you spend more time planning a Disney trip than your retirement? In this episode, Jackie Campbell explains how the Retirement Map helps you visualize your financial future, reduce taxes, and build a plan that supports your lifestyle and legacy. From RMD strategies and Roth conversions to budgeting for adult children and stress-testing your income, Jackie shares real-life stories and practical advice to help you retire with confidence. Whether you’ve saved $500K or $5M, it’s not

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6:24

Country Soul and Sisterhood: A Conversation with...

Beyond the Money ·

2025/08/04

What does it mean to live a life steeped in legacy and music? In this special episode, Jackie Campbell sits down with Grand Ole Opry legend Jeannie Seely to reflect on over 5,300 performances, the enduring spirit of country music, and the sisterhood behind the scenes. From her signature song “Don’t Touch Me” to advice for young artists, Jeannie shares heartfelt stories of gratitude, trust, and staying present. It’s a nostalgic journey through the Opry’s past and a

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20:07

Windfall Elimination, Early Claims, and the Cost of...

Beyond the Money ·

2025/07/29

What happens when legacy planning goes wrong—and how can you avoid it? In this episode ofBeyond the Money, Jackie Campbell shares lessons from the Jimmy Buffett estate battle and sits down with Social Security expert Mary Beth Franklin to unpack the future of benefits, common claiming mistakes, and the impact of the Windfall Elimination Provision. Whether you're nearing retirement or supporting aging parents, this episode offers timely insights to help you protect your income and your legacy

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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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212 results

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