Beyond the Money: Recent Episodes
Jackie Campbell
Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s with almost 30 years of helping build successful retirements. Monica Haberlin is a tax planning strategist for individuals and business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.
Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses wills, trusts, powers of attorney, healthcare directives, beneficiaries, asset titling, retirement distributions, sequence-of-returns risk, and tax planning. The episode connects today’s financial organization with the decisions loved ones may face later.
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The second half of the year may be the perfect time to revisit your financial goals. Jackie Campbell discusses mid-year retirement planning, portfolio reviews, asset allocation, cash flow, budgeting, and preparing for life's unexpected twists. From inheritance decisions to investment rebalancing and organizing important documents, Jackie explores practical ways to stay aligned with changing circumstances while keeping your broader financial goals in focus.
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What if the biggest retirement risk isn’t the market—but how you think about it? Jackie Campbell explores the difference between investing and retiring, why concentration in popular tech stocks can create hidden risks, and how confidence, income, taxes, and legacy planning all fit into a successful retirement strategy.
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A new savings opportunity for children raises an old financial question: what’s the plan? Jackie Campbell discusses Trump accounts, early investing habits, 529 comparisons, and the responsibility that comes when young adults gain control of money. She also explores why many Americans lack a written retirement plan, how Campbell and Company’s 360-degree roadmap looks at taxes, income, legacy, health care, and market risk, plus a reminder from country music star Gary LeVox about spending with intention.
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Could the biggest blind spot in your retirement plan be the one you can’t see yourself? Jackie Campbell explores financial lessons from Carrie Underwood, Brad Paisley, and Keith Urban while discussing DIY investing, spending confidence, family legacy, and why retirement should be about more than just accumulating money.
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What does financial freedom really look like when retirement is finally within reach? Jackie Campbell explores the difference between building wealth and building the freedom to spend time, money, and energy on what matters most. She discusses retirement income, tax planning, investment risk, legacy preparation, and the habits that help create true financial independence.
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Five powerful forces could shape your retirement more than any single investment. Jackie Campbell explores retirement income, legacy planning, investment risk, taxes, and inflation while discussing the excitement around SpaceX and the debate over retirement withdrawal rates. Jackie explains why retirement isn’t about following headlines—it’s about building a coordinated plan designed to adapt to changing markets and life events.
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The market feels strong—but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today’s tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustainable income plan.
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Retirement doesn’t silence the noise—it just changes it. This episode with Jackie Campbell explores how media headlines, geopolitical concerns, and emotional reactions can derail long-term planning, plus why a structured strategy matters more than ever. The discussion covers investment “buckets,” managing risk in retirement, and avoiding panic-driven decisions. It also highlights real-world scam tactics and how to spot them before they cost you. Plus, reflections from a unique Mar-a-Lago experience and a conversation on work ethic and the American dream add a broader perspective to today’s financial landscape.
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Market trends, risk management, and long-term planning take center stage alongside clips discussing work and legacy. This episode with Jackie Campbell highlights how disciplined decision-making and perspective influence financial outcomes.
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A spring cleaning mindset might belong in your financial life more than your closet. This episode explores how cluttered accounts, forgotten 401(k)s, and outdated plans can impact retirement readiness. Jackie Campbell discusses simplifying your financial picture, coordinating investments, and focusing on income strategies that align with your goals. She also touches on tax awareness, long-term care considerations, and how shifting priorities shape retirement planning over time.
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What if retirement isn’t something you stop—but something you redefine? This episode with Jackie Campbell explores why many hesitate to retire, how to “test drive” retirement, and the importance of clarity, direction, and income planning. It also examines lifestyle expectations and how preparation impacts confidence.
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Why does the market keep rising while everyday costs keep climbing? This episode with Jackie Campbell explores the disconnect between economic realities and market performance, the pressure of inflation, and how planning evolves as retirement approaches. The conversation also highlights sequence risk, guardrails, and adapting strategies over time.
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Jackie Campbell recently sat down with Randy Owen at CRS 2026 in Nashville, Tennessee. From cassette tapes to sold-out stages, Randy reflects on the moments behind the music that defined a generation. The Alabama frontman shares stories about how his songs took on lives of their own, the unexpected personal connections fans built with the lyrics, and how time, loss, and gratitude have shaped his outlook decades after the band’s rise. It’s a conversation about storytelling, music’s emotional reach, and what it means to look back on a career that touched millions in ways no one could have predicted.
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Tax season may end, but tax planning doesn’t stop in April. Jackie Campbell unpacks recent tax changes, misconceptions about refunds, and the difference between preparation and long-term planning. The episode explores Roth strategies, retirement tax expectations, and why proactive decisions matter year-round. Real-life examples highlight how small adjustments can influence what you keep—not just what you earn.
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Dementia changes everything—but navigating it doesn’t have to start in crisis. Jackie Campbell sits down with Debbie Selsavage, co-founder of Coping with Dementia, to talk about real-world challenges families face when cognitive decline enters the picture. From caregiver burnout and role reversals to preserving dignity and finding local resources, this conversation explores what families often don’t know until they’re already overwhelmed. Debbie shares personal experience, practical insights, and why education, planning, and support matter long before an emergency arises.
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Tax season reveals who’s reacting—and who’s prepared. This episode with Jackie Campbell breaks down the critical differences between tax preparation and tax planning, using real-world examples to show how decisions made throughout the year shape financial outcomes. The discussion explores timing, strategy, and how proactive planning can reduce surprises when filing season arrives. If taxes feel stressful or confusing, this conversation reframes them as part of a bigger financial picture.
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What happens after the corner office when the title disappears but life keeps moving? This episode with Jackie Campbell features reflections inspired by CMA CEO Sarah Trahern’s retirement, focusing on purpose, identity, spending habits, and the emotional shift into retirement. The conversation explores why the first years matter most, how fear of spending can limit joy, and why a flexible spending plan beats rigid budgeting. From retail therapy metaphors to real‑life planning pitfalls, the episode highlights how intentional choices, clarity, and confidence shape a retirement that feels full—not empty.
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From financial headlines to Oscar trivia, this episode with Jackie Campbell connects market uncertainty with real-life retirement decisions. The discussion covers economic warnings, private credit concerns, taxes on retirement accounts, and why not all money is truly “yours.” Using cultural moments and timely examples, the conversation highlights how rules, taxes, and planning choices shape long-term outcomes.
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What does retirement look like after leading one of the most influential organizations in music? CMA CEO Sarah Trahern sits down with Jackie Campbell and shares reflections on leadership, legacy, decision-making, and stepping into retirement. The conversation explores identity after work, the pressure of executive roles, and how perspective shifts when careers wind down.
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Retirement doesn’t end investing—it changes how decisions are made amid constant noise. This episode with Jackie Campbell breaks down why long-term thinking still matters after you stop working, and how emotional reactions to headlines can derail smart strategies. The conversation explores bucket-based investing, risk alignment, and the impact of media overload on financial confidence. It’s a practical look at separating signal from distraction while keeping a clear philosophy for retirement years that may last decades.
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Confetti moments—from professional milestones to 90th birthdays—frame a deeper discussion about independence and retirement planning. This episode with Jackie Campbell explores how solo adults navigate financial decisions, why coordination matters, and how viewing life as “one financial story” helps simplify complex choices. It’s a blend of celebration, reflection, and practical insight.
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That first meeting with a financial advisor feels intimidating—until you know what actually happens. Jackie Campbell walks through what to expect from an initial consultation and why preparation matters more than perfection. The episode also highlights six milestone birthdays that can quietly impact taxes, penalties, Social Security, and Medicare costs. It’s a practical conversation about organization, timing, and why knowing these age‑based rules can change the long‑term outcome of a retirement plan.
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Having enough money doesn’t always mean feeling free to spend it. Jackie Campbell explores why fear—not finances—often holds retirees back. The episode covers income predictability, annuities, retirement confidence, and why clarity matters more than chasing returns. It’s a grounded look at how planning turns anxiety into permission.
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Standing near Ground Zero changes how you see markets, money, and meaning. In part two of this conversation, former NYSE examiner Joseph “Junie” Bailey Jr. joins Jackie Campbell to reflect on witnessing the aftermath of 9/11 in Lower Manhattan, the personal cost behind historic events, and the bonds formed through service, work, and shared purpose. Junie also explores life after Wall Street—what retirement really feels like, why purpose matters more than leisure, and how relationships, perspective, and experience shape a fulfilling second act beyond a long financial career.
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Before screens, algorithms, and instant trades, Wall Street ran on paper, voices, and human judgment. Former New York Stock Exchange examiner Joseph “Junie” Bailey Jr. joins Jackie Campbell to take listeners inside the chaotic, high‑stakes world of the trading floor from the 1970s through the 1990s. From Black Monday to the shift from paper stock certificates to digital systems, Junie shares firsthand stories of how markets really worked, how firms were regulated, and why people—not technology—were always the driving force behind finance during one of Wall Street’s most transformative eras.
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What if the biggest threat to your retirement isn’t the market—but your fear of spending? In this episode, Jackie Campbell breaks down why so many retirees struggle to enjoy the wealth they’ve built. She explains how market volatility, sequence‑of‑returns risk, inflation shocks, and emotional money habits quietly shape retirement decisions. Jackie also demystifies annuities, revealing how certain types can create guardrails that help reduce anxiety around spending. Filled with practical insights and clear explanations, this episode empowers listeners to take control of their financial future with purpose and confidence.
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Is the American dream slipping away — or simply evolving? Jackie Campbell breaks down how planning, taxes, and smart strategy influence the future more than headlines do. She shares insights on confidence, cost of living, and long‑term readiness, then highlights Dolly Parton’s powerful perspective on legacy. A thoughtful episode blending financial clarity with the deeper meaning behind the wealth we build.
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What if tax planning—not investing—is your biggest missed opportunity? Jackie Campbell explains new deductions, smarter buckets, and guardrail systems that can elevate your entire plan. From inflation realities to Warren Buffett‑style patience, she reveals how to secure income, reduce risk, and build a retirement strategy rooted in clarity and gratitude.
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Confetti moments aren’t frivolous—they’re proof your plan and your purpose align. Jackie Campbell dives into intentional living: celebrating milestones, matching math to emotion, and using a 360° roadmap to balance income, risk, taxes, health care, and legacy. Learn why some savers struggle to spend and which boundaries—time, money, relationships—keep your “best year ever” on track.
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What if being intentional—not just optimistic—could transform your next 12 months? In this episode, Jackie Campbell shares five practical steps for building a solid financial plan: set SMART goals, create a written money plan, clean up your financial “messes,” prioritize self-care, and always keep learning. Discover how to protect your assets, plan for taxes, and prepare for life’s surprises with clear strategies that work at any stage. It’s a candid look at how small, intentional actions can make a big difference in your financial future.
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What if procrastination is quietly steering your financial future off course? In this episode, Jackie Campbell breaks down why adults delay retirement planning, how fear and comparison shape financial decisions, and what clarity emerges once you finally confront the numbers. From the psychology of “time optimists” to the importance of organizing accounts, updating beneficiaries, and aligning legacy wishes, the conversation highlights the value of taking action now—without judgment or shame. Featuring a special discussion with Super Bowl champion Martín Gramatica on quality of life and purposeful next chapters.
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What does it really take to build a financial plan that goes beyond the numbers? This episode with Jackie Campbell breaks down the six essential components of a solid financial roadmap—from income and investment strategies to tax planning, healthcare, legacy, and emotional well-being. Discover why intentional decisions matter at every stage, how to balance risk and protection, and why organizing your life’s details can make all the difference. Real stories and practical advice help you create a plan that supports both your wealth and your purpose.
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Is your retirement plan built on myths that could cost you? This episode of Beyond The Money tackles common misconceptions about income, taxes, and annuities, revealing why sustainable planning matters more than chasing big returns. Host Jackie Campbell and the team at Campbell and Company break down how your financial history shapes your future, why tax surprises happen in retirement, and how annuities can provide stability—if you understand the details. Discover why your plan should evolve with your life, not just your assets.
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What’s scarier than running out of money in retirement? For many, it’s spendophobia—the fear of spending, even when you have enough. This episode explores why retirees struggle to enjoy their savings, the importance of finding passion and purpose after work, and how simple mistakes can leave your financial future vulnerable. Jackie Campbell shares practical strategies for tax planning, organizing your finances, and building a retirement roadmap that supports both joy and security. Discover how intentional planning can help you overcome anxiety and embrace your next chapter.
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What does it really mean to retire—and is it ever truly the end? This episode with Jackie Campbell explores the evolving definition of retirement, the fears that keep people working, and the importance of freedom, purpose, and relationships in your financial journey. From market volatility and Medicare decisions to the “seasons” of saving, protecting, and harvesting your wealth, discover why a flexible plan and open conversations matter more than a magic number. Real stories, practical advice, and a reminder: your legacy is about more than just money.
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What do skyrocketing gold prices, massive IRAs, and family caregiving have in common? This episode unpacks the financial crossroads facing retirees: whether to rebalance portfolios, manage required minimum distributions, or update legacy plans before the year ends. Jackie Campbell and the team discuss the impact of market highs, tax strategies like Roth conversions, and the emotional realities of supporting aging parents. Discover why proactive planning—especially around taxes and beneficiaries—can help protect your wealth and your family’s future.
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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 financial future.
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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 different plans can suit various lifestyles and health needs, highlighting the importance of understanding coverage, especially for those who travel.
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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.
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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.
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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.
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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 you’re planning ahead or helping loved ones, this conversation delivers clarity for every listener.
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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.
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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.
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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.
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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.
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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 days or just starting to plan, this episode will help you define what truly makes you happy in retirement.
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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.
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Are you a “time optimist” putting off your retirement plan? In this episode of Beyond 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 results.
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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. It’s a blend of financial clarity and timeless wisdom.
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What does a 360° retirement roadmap really look like? In this episode of Beyond 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 purpose.
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What happens when a Super Bowl champion trades stadium lights for saving lives? In this episode of Beyond 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 purpose and legacy go far beyond the game.
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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 about how much you have—it’s about how you plan.
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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 celebration of its future.
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What happens when legacy planning goes wrong—and how can you avoid it? In this episode of Beyond 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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What’s your plan for turning dreams into memories—without running out of money? In this episode of Beyond 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 with insights to help you retire with confidence—and purpose.
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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.
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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 also touches on the importance of tax planning in retirement and the role of financial advisors in navigating these complex decisions.
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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 how one's relationship with money can impact financial decisions and overall happiness.
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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 retirement planning.
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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 charitable contributions for tax benefits.
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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 generations. Jackie highlights the role of a financial advisor in navigating these complexities and ensuring that clients make informed decisions about their financial futures.
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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 navigating these complexities.
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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 retirement planning, including tax efficiency and debt management, and the emotional aspects of legacy planning to ensure families are not burdened after a loved one's passing.
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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 comprehensive financial planning that integrates all aspects of a client's financial life.
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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.
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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 discussion further delves into the psychological aspects of money management, particularly the 'broke mentality' that can hinder financial success, and concludes with the importance of comprehensive financial planning for a secure retirement.
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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.
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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.
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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 intentionality in financial decisions and the significance of planning ahead to ensure a secure retirement.
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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.
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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 decline of traditional pensions, and the necessity of proactive tax and healthcare strategies.
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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 conversation wraps up with Mike's future plans in podcasting and the importance of kindness in professional relationships.
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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.
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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.
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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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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.
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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.
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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.
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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.
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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 written financial strategy to navigate these economic uncertainties effectively.
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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.
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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.
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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.
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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 dreams and aspirations.
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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.
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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.
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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 plan.
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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.
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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 ensure a comprehensive understanding of one's financial future.
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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 family businesses and offers actionable steps for improvement.
For more information about Amy Bruske and Kolbe Corp, please visit www.kolbe.com!
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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.
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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 importance of risk management in volatile markets.
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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, highlighting the urgency for Gen X and Baby Boomers to prepare for their financial futures. The conversation concludes with personal reflections on planning for the future and the importance of clarity and confidence in financial decisions.
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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 to prepare for the future.
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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 increases and market risks, ultimately stressing the need for individuals to protect their retirement savings in uncertain times.
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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 retirement strategy to ensure financial security in retirement.
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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.
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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 ensure safety during storm seasons.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 planning and the importance of having a professional advisor.
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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.
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Jackie Campbell breaks down the 5 steps necessary for building the proper retirement plan.
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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 or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
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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
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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 grateful for fathers and the impact they have on their children's lives.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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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
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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 week, Jackie also touches on the challenges of providing financial support to adult children and the significance of having a plan for the future.
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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 emphasizes the importance of proactive planning to minimize taxes and ensure that assets are passed on cost-effectively to beneficiaries.
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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.com
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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
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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
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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
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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
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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
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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
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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 and Company visit www.mycampbellandco.com
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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
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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.
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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
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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
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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
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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).
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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
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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
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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
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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
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Jackie Campbell offers tips and opportunities to make 2024 your best year ever.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie explains how she would change the tax code if she had the power of our elected officials. Plus, the concerns over digital currency taking over and what does "B2R" mean and how can it help small business owners?
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Brad Jenkins is the Chief Investment Officer for Market Guard. Market Guard is an investment allocation model exclusively tailored to meet a client's needs. Here he discusses the pros of a "black swan" market, how the 2024 election can affect the market and the cookie analogy for your portfolio.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell details how a Deferred Tax Strategy could benefit small business owners and adults looking to sell property. Plus, how a "blue collar" tax strategy might work for you.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell details the importance of setting goals for the new year and not relying on resolutions (which usually fail). Plus, how to stay accountable for financial and personal goals in your life.
For more information or to schedule a consultation call 727-334-0024 or www.mycampbellandco.com
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Jackie Campbell talks about her love of Christmas and how the Campbell family celebrates. Plus, what we can learn from Home Alone and why the "middle class" is disappearing.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell details how to update your tax strategy for when the Trump Tax Cuts expire and if Annuities are so popular, why are more people not using them?
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell details a 401k strategy that involves "spending down" your income. Plus, we get the plus of the Nature Coast to find out exactly why people are calling Campbell and Company.
If you'd like to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell has your end of the year check list specifically for your tax strategy and if you should make a ROTH conversion now or after the first of the year.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell explains that regardless of your age or amount you have saved for retirement, now is the time to create a plan, no matter how simplistic. Plus, we all excel in something, what makes Jackie Campbell stand above the rest?
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell details how to properly test drive your retirement while still working. Plus, what the new inflation numbers mean for you holiday shopping.
For more information or to schedule a consultation call 727-224-0024 or visit www.mycampbellandco.com
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Jackie Campbell explains why retiring is easy, it's post-retirement when things get hard. Plus small steps to help you get the IRS out of your savings account.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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This week Jackie Campbell has audio from a teen opening her first "real" paycheck and getting a dose of reality and the hard truth about taxes. Plus, why it's ok to be uncomfortable in retirement and information about a podcast specifically for our LEO's and their families.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell details how you may have unclaimed cash/assets waiting to be claimed and where to find it. Plus, if you are holding onto an I-Bond, is now the right time to cash it out or would waiting be more beneficial? Finally, how to properly secure your legacy while protecting your family.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell breaks down the 3 pillars of a proper financial plan: protection, income and growth.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie explains why 70% of adults are worried now more than ever before about their tax strategy and whay you can learn from a little hindsight.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell discusses the right time to convert your 401k to a ROTH plus, with Bonds not back yet, how an annuity could benefit your plan. Jackie also breaks down the pros and cons about annuities and why some people are aganist them. Finally, how "dead money" is damaging your overall portfolio.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell is joined by Linda McKenna from Golden Rule Placement Services. They discuss the steps for senior placement when a relative needs extra help. Linda explains that placement is more than "nurshing home" or "memory care". They also detail the Four Pillars of Needs in placement services including costs.
For more information on Golden Rule Placement Services visit Golden Rule Senior Placement Services | Free Senior Placement Services and to reach out to Jackie and the team at Campbell and Company visit Campbell & Company | Spring Hill, FL; Odessa, FL; Inverness, FL (mycampbellandco.com)
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Jackie Campbell explains why you should be thinking about your EOY checklist now and not at the end of the year. Plus, the importance of creating a "when" file and why DIY should be eliminated from your retiremebt plan.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com or call 727-334-0024
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Jackie Campbell details the steps to take with your assets if a divorce is in your future, furthermore, what happens if you get back together? Plus, can Tik Tok be a source of financial advice?
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
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Jackie Campbell breaks down the retirement lessons we can learn from the man who lived his life on vacation, Jimmy Buffett and how one song launched an empire for the Parrothead. Plus, Jackie explains the power of having a legacy plan for the "when" moments in life.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell had the opportunity to sit with Political Commentator Candace Owens to get her thoughts on the market, her grandfathers influence and her idea on what a real tax strategy should look like. We also hear from the lead singer of Racsal Flats, Gary LeVox on the importance of trust.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details the importance of having a tax strategy before the Trump Tax Cuts expire next year. Plus, Heisman winning QB Tim Tebow talks about the importance of finding the right advisor.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Hurricane season is here, and it's time to get prepared. In this episode of Beyond the Money Podcast, Jackie Campbell is joined by Wayne Bennett from Category 5 Hurricane Screens to discuss how to protect your family and property from a hurricane.
Wayne explains that each storm is different, so it's important to be prepared for anything. He also provides information and products that could help you protect your home, car, and belongings.
In addition to hurricane preparedness, this episode also covers financial planning for the aftermath of a storm. Jackie and Wayne discuss how to protect your finances, get reimbursed for your losses, and rebuild your life after a disaster.
This episode is essential listening for anyone who lives in the Gulf Coast region. Tune in to learn how to stay safe and secure during hurricane season.
For more information on Wayne and Cat 5 Hurricane Screens visit www.cat5screens.com and for more on Campbell and Company visit www.mycampbellandco.com
Jackie Campbell sits down with Ethan and Stephanie Bull, authors of The 29-Hour Work Day. They discuss the value and importance for small business owners to surround yourself and your business with qualified professionals that you trust. The 29-Hour Workday can almost serve as an instruction manual to help leverage more time for your clients and provide the best avenues to reach new and experienced Executive Assistants.
For more information on The 29-Hour Workday and Professional Remote Assistant visit www.proassisting.com and for more on Campbell and Company visit www.mycampbellandco.com
Jackie Campbell offers steps to getting control of your finances when it feels like you have lost control. Plus more information about Jackies book "Be Prepared" and information how you can pick up a complimentary copy.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details one of the biggest mistake adults make in retirement but more importantly what can you do to avoid those mistakes. Plus, why are some adults afraid to spend their hard earned money? Plus, pickleball is causing damage to your hips and budget.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
This week Jackie Campbell discusses when it's ok to dip into your savings or 401k account for emergencies. Plus, how the power of Market Guard can benefit your portfolio and finally, we love Dolly, but she's exhausting.
For more information or to scheudle a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell wants to help you find your freedoms. Freedom from work, stress and freedom to spend more time with your family. Plus, how do you take control when it feels like you have no control of your finances?
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details why in the summer months some adults become "lazy" with their finances and why a mid year checkup could be the spark your portfolio needs right now. Plus, another expensive example of why an estate plan is more for your family than it is for you.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell talks about the misconceptions over annuities and how they can be oversimplified. Plus, where you park could influence your tax strategy.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Nothing says American like Country Music and no one represents Country Music better than Reba McEntire! Listen in as Jackie and Reba reflect on life, liberty and the pursuit of happiness in our special bonus epsiode and re-play for Independance Day!
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details what adults want in retirement and the 3 major phases we experience with their finances. Plus, the importance of having boundaries with your family.
For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details the misconceptions about annuities that fail to acknowledge the role an annuity can play in a well rounded financial plan.
For more information about Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie details what retirees and pre-retirees really want in a plan. Is it protection? Growth? Income? All of the above?! Plus, how the advancement of AI changed retirement planning.
For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details why it's so important to think "Beyond the Money" and she explains the hard learned lessons from over 30 years as a financial advisor.
For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell breaks down the 5 steps to crafting a solid financial plan. This includes Income Planning, Tax Strategy, a Legacy Plan and more.
To schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details the importance of having a proper tax strategy and the one myth that retirees still believe.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details how to secure mailbox money with the help from an Annuity.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
60% of adults are anxious over this financial situation and Jackie Campbell talks about what you may need to curb your stress, plus she covers the mistakes retirees wish they could correct.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
We hear from singer, songwriter and Yellowstone star Lainey Wilson about the importance of surrounding yourself with people you trust in life and business.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell discusses the pitfalls of using your 401k in an emergency situation and what could be a better option.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details why 70% of investors believe a recession is coming, so should you stay the course or is it time for some drastic moves? Plus, what are the takeaways after just one appointment with Jackie and finally, why lessons can we learn from a movie that's 25 years old?
For more information on Campbell and Co or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details the latest inflation numbers and if it could help curb a possible recession. Plus, it's Tax Freedom Day! But not really and Jackie explains how having a tax strategy could positively affect your budget for every Tax Day. Finally, the moment you have your "last call", but in a good way.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell pulls back the curtain and details how Campbell and Company handle the busiest time of the year, tax season. Plus, what they do at Campbell and Company to ensure you don't feel like another client or just a number. Also in this episode, what's next with Social Security and could the $400 Rule be a good opportunity for retirement savings?
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell discusses the misconceptions of what exactly she does for the community and why she's not here to "make you rich". Plus, why getting a tax refund is not a good thing and finally, the pros and cons of an annuity and why they get a bad rap.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details the high burnout rate with Financial Advisors and what she credits as her inspiration to last over 30 years. Plus, the importance of vetting a new wealth manager and the pros/cons of a DIY financial plan.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell breaks down what happened with Silicon Valley Bank and what lead to the collapse. Plus, how this will affect your retirement plans and what you can do to protect your savings.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details how the tech sector being down doesn't mean your portfolio should be down as well. Plus, Cher is engaged to a man 40 years younger than she is. How complicated is it to design a plan for 2 adults so far apart in age. Finally, the importance of vetting an advisor before making the call and the designations that make Jackie Campbell q "unicorn" in her field.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell breaks down the 5 Steps to a Solid Financial Plan. This includes tax strategy, income, investment and legacy planning. Plus, the overlooked but importance of long-term care. Also, this week, we talk about the "F" word and no, it's not finances.
For more information on Cambell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details what the latest inflation numbers mean for the average adult and if a specific plan can protect you from inflation and interest rate hikes. Plus, what are some of the common bad habits adults have that damage a retirement plan. Finally, why would Jackie tell someone to just RETIRE ALREADY!!
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell explains how you should "embrace your immaturity" in retirement. Plus, where will $70T end up if the government gets their hands on it and finally, as we celebrate 30 years of Campbell and Company, we hear the best of the worst from Beyond the Money Radio.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell discusses the good, the bad, the challenges and successes of 30 years of Campbell and Company! Plus, is there something to taking the "Brady" approach to retirement? Finally, with the market volatility, will you be sipping champagne or chugging alka seltzer?
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the Fed's attempt to slow inflation, which could result in a possible 2-3 years of slow to no growth in the market. Plus, what issues should you prepare for regarding your Social Security in 2023? Finally, Cher is engaged to a man 40 years younger than her. What does this mean to their tax strategy?
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell discusses the latest CPI and if it's trending in the right direction to limit the damage to your retirement budget. Plus, dealing with anxiety in wealth management and how eliminate the emotional aspects. Finally, the latest sport that has become a sensation is apparently, clothing optional as well.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the SECURE ACT 2.0 and how it could affect your retirement planning. Plus, we like to think retirement will be bright skies and happy days, but there are some real financial downfalls to leaving work. Plus, why the Queen of Country refuses to retire.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin recap a tough 2022 for the economy and our finances, but more importantly they discuss lessons learned with the hindsight of 20/20. Plus, have we hit the bottom or should we prepare for more volatility in the market. Finally, what you need to know about potential changes to your pension.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin talk goals for 2023 and what we can expect from the team at Campbell and Company next year. Plus, new inflation numbers are out, so is this the beginning of the end of record high inflation or is it just a band aid? Finally, the danger of speculating in a down market.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
What can an 8 year old teach us about finding advantages to benefit our tax plans? Plus, information about your inheritance and how it can affect an IRA.
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell details how a QCD could help your RMD, but you need to act fast as time is running out. Plus, there is a way to save on your taxes and have the admiration of your kids. It's possible and Monica Haberlin explains how.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss what your financial focus should be as we approach the end of the year. Plus, how a fruitcake is like an annuity? Finally, what is Market Guard and how can it help your investing strategies?
For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie and Scott Campbell sit down with 8x All Star, Gold Glove Winner and World Series Champion Pitcher Greg Maddux. They discuss getting into the game, the Braves "firing squad", and life after baseball.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss your End of Year tax strategies and what should be on your tax checklist as we roll into 2023. Plus, the power of a 2nd opinion and taking emotion out of financial planning.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie and Scott Campbell took a bucket list trip to Scotland and while there had the chance to sit down with 10x All Star, World Series Champ & MLB Hall of Famer Tom Glavine. They talk longevity in sports, playing with Smolts and Maddux and if he thinks they should have had more success.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell breaks down the latest CPI number and if it's a reason to celebrate or buckle up. Plus, if you get laid off, could it be a little blessing in disguise? Finally, is $1.2 Million enough to have a successful retirement or are there too many variables?
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
With the midterm elections behind us, Monica Haberlin explains what it means next for the economy and if the Biden Administration will recognize a recession. Plus, layoffs in the tech industry have begun, so what do you need to know if a pink slip is in your future? Finally, with interest rates up, is NOW the time to sell or buy a house?
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
Monica Haberlin offers advice to adults who are terrified to open their statements because of the damage done by the down market. Plus, for some retirees, $1.2M is still not enough to retire, but Monica says for most, that's plenty. Finally, some options for extra streams of income that don't involve clocking in and out.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
Monica Haberlin details the 60/40 mix and if an Annuity may be a good replacement for Bonds which are suffering in the down market. Plus, why you need to take advantage of an I-Bond now before rates disappear and how Market Guard helps take the emotions out of investing. Finally, in this election year, regardless of the result, how should we prepare for the after affects to our retirement portfolio.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
This week Jackie Campbell grades the Federal Reserve on how they have handled inflation (spolier alert: they fail). Plus, how could an IBond benefit your portfolio during a shaky market and why it's something the Government gets right. Finally, adults who anticipate Social Security Benefits could see the highest adjustment in recent history, but as Jackie explains, it's not all roses and unicorns.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss what we can learn from Hurricane Ian and the importance of protection when it comes to your home and money. Also, why you should have a good offense and defense with your annuity plan and finally, why it's necessary to update your "when" file.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the importance of having a strong and updated 401k strategy. They detail the often overlooked elements of a 401k that could cost you money and the one mistake most adults make when setting up their initial plan.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss how the market has affected the top and bottom 50% of adults and why some choose to eliminate risk to eliminate worry. Plus, what tax strategy can we learn from the passing of Queen Elizabeth and in this week's Tip Of the Day, what wealthy people do better than most (and it's not saving/investing smarter).
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell talks about the latest CPI number and while it's dropping, it's still at record high levels and causing market issues. Plus, why you should "invest like a woman" and the power of being comfortable with your financial advisor. Finally, Jackie talks about the power of Market Guard and how you can benefit from taking the emotions out of investing.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode Monica Haberlin talks about the Inflation Reduction Act and how it could affect your healthcare tax credits. Plus the importance of de-risking your 401k and why you are leaving money on the table. Finally, why you need to improve your tax obligation now, not just in April.
For more information on Campbell and Company or to schedule your complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Joining Jackie Campbell is John Edwards a local independent property and casualty consultant. John talks about the ever changing rules covering your property and homeowners insurance. John works with Jackie and the team at Campbell and Company to help the community understand the "nightmares" that come with trying to insure your biggest investment, your home. With the Florida weather ever changing, you home and property is exposed to everything from sun damage, to hurricanes and even sink holes. Plus, the difference between car and homeowners insurance is tricky and John details some of the mistakes often made when filing a claim.
For more information on Campbell and Company or to schedule a complimentary consultation with Jackie or John, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the items you need to double check in your financial portfolio as we exit Summer and prepare for Fall. Plus, how Market Guard could benefit your retirement planning and how the team at Campbell and Company utilize Market Guard in a down economy. Finally, Jackie details the power of a 2nd opinion.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin explain that the technical definition of a recession is two straight quarters of negative growth, but many believe the U.S. economy didn’t get the recession memo. So, how can the team at Campbell and Company help prepare your retirement portfolio despite being in a technical recession? Plus, the pros and cons of Annuities and which one could benefit you the most and why are adults scared to call an advisor.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the Inflation Reduction Act and how it could positively affect your SS COLA. Plus, we continue the discussion about I-Bonds and how they could benefit our income stream, if you can be patient. Finally, what's the "fatal flaw" in target date funds?
For more information on Campbell and Company or to schedule your complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin break down the pros and cons of the Inflation Reduction Act. More importantly, what should we do now to protect ourselves from proposed tax increases. Plus, is it time to look at a ROTH Conversion as a beneficial move to your portfolio? Finally, Monica explains how having a "When File" saved her from unnecessary grief.
For more information on Campbell and Company or to schedule your complimentary consultation, visit www.mycampbellandco.com or call 727-334-0024.
This week Jackie Campbell explains how receiving an inheritance could be as beneficial as winning the lottery, if you make the right moves. Plus, one economist says we need to prepare for a "severe" financial crisis. Is there any truth to that claim or just more clickbait noise? Finally, Jackie talks about the importance of having a "when" file for your family.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
This week, Monica Haberlin talks about how adults need to get "uncomfortable" with their retirement plans and how getting out of your comfort zone is good for you. Plus, where are we in a recession? Beginning? Middle? The end? Finally, why your quality of life in retirement may be more important than the money you have saved for retirement.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell sits down with Brad Jenkins, the Creator & Chief Investment Officer at Market Guard. The Market Guard strategy was created to empower clients with the highest probability of investment success, while helping to protect their investments. With the support of Market Guard, Jackie Campbell uses a system and methodology that only a fraction of Financial Advisors across the country have access to.
In this episode Jackie and Brad discuss the power of Market Guard and how it can help your portfolio. For more information visit www.mycampbellandco.com or call 727-334-0024.
In this episode Jackie Campbell and Monica Haberlin discuss the 60/40 Method and if it's still a good option in a down market or if it's become outdated. Plus, what is the Retirement Red Zone? We hear about it often in planning, but when is it and at what point should we be getting serious about a retirement strategy?
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin detail the importance of having a good 401k strategy in a down market, plus they define a "bear" market and how it affects your portfolio. Finally, they explain the importance of having both members of a marriage involved in retirement planning, which has become more crucial since studies show women are living longer.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin detail what a "mild recession" really is and the effects it could have on your portfolio. Plus, the reality is that retirement is not 100% unicorns and sparkles. Jackie and Monica discuss the unspoken downsides to retirement that most adults don't think about.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell details why the Fed was forced to increase interest rates and if there is a silver lining to it all. Plus, what you should do to prepare for your Second 50. As you approach the Retirement Red Zone, what parts of your portfolio need the most attention. Finally, a simple Tip of the Day that could save you time, money and more importantly, big headaches.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin discuss the latest RECORD HIGH inflation numbers and how they are adjusting portfolios to accommodate clients retirement plans. Plus we hear from former Vice President Mike Pence who has some interesting thoughts on Social Security. Finally, we all make mistakes in retirement planning, but there are a few steps to take that could limit the damage to our overall plan.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Monica Haberlin and Corey Ward answer the 3 big questions you should be asking your financial advisor. What are their goals? What do they expect from us? What brought you to this specific chapter in life? Plus, with a recession looming, is the Fed doing everything they can to protect our money? Finally, why returning to work may be more risky than expected.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the shaky market and the affect it could have on your 401(k), but more importantly, what you can do about it. Plus, are we in a Bear Market and what will that do to a cause (or prevent) a possible recession? Finally, they have another reminder about the importance of both members of a relationship being invested in financial planning.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin detail the power of Market Guard and how it can help protect your retirement assets. Plus, the importance of "planning" and why Jackie lives by the creed of "Proper Planning Pays" in both life and business. Finally, what is the Fluffy Puppy Indicator and how can it prepare you for upcoming inflation increases?
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the volatile market and if they see it getting worse before it gets better and if the two-tenths of a CPI drop is even worth celebrating? Plus, when it comes to the initial consultation, what expectations should you bring to the table and how can we properly vet the team from Campbell and Company. Finally, they discuss the pros and cons of an annuity and which one would be best for your retirement plan.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Corey Ward talk about the real possibility of a recession and what good could come from it. Plus, do you have any life regrets? What about financial regrets? Jackie details some of the biggest regrets she hears from her clients and we get some life (and retirement) advice from pop culture icon Bill Murray.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin discuss the challenges women face in retirement planning and the one "fact" that most overlook. Plus, what are the pros and cons of using a "robo" advisor. They may be convenient but what benefits do they offer a retiree? Finally, Jackie is proud to introduce the Beyond the Badge Podcast which focuses on local LEO's and their families in retirement.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode, Jackie Campbell and Monica Haberlin discuss collections like comic books, guns, coins, etc. and if they should be part of your overall retirement plan. Plus, does the shaky market mean we are leaning towards or against a possible recession. Finally, could an I-Bond compliment your retirement plan?
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin detail what we can learn from the ultra, mega, super rich. While they may never need to work again, some billionaires have a work ethic that retirees can lean from. Plus, how long could you live comfortability on $1 Million? What about in retirement? Jackie explains that while $1,000,000.00 may not be worth what it once was, it can still make for a great living.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode, Jackie Campbell and Monica Haberlin exhale after an exhausting tax season. However, just because you sent your taxes to the IRS, doesn't mean you're done with it for the year. They detail tax prep vs tax planning, what you can learn from tax law changes and how to construct a proper tax strategy.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell details the first steps you should take when receiving a life changing sum of money. Plus, how inflation continues to chip away at your nest egg and tips on how you can curb some of the effects. Finally, as you Spring Clean your house, what needs to be cleaned up in your portfolio.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin discuss continued inflation and how some adults are delaying retirement plans because of it. Plus, divorce is a reality in life but a new dating trend with Boomers is depleting retirement nest eggs.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin talk about how glorious naps are but what needs a wake up call in your retirement plan. Plus, tax season means tax scams. Monica details some of the ways to recognize new tax scams targeting adults.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell answers a listener question about how your Social Security benefits could and will affect your taxes. Plus, being an adult is hard and we have a story about how a board game taught one little boy the realities of adult life and especially taxes. Plus Monica Haberlin with a healthcare Tip of the Day.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin discuss how the community is feeling the pain of $4 and $5 gas, which has a domino effect on our utility bills, food prices and more. They offer some tips on how to protect your money from ongoing inflation. Plus, many adults use an annuity to save for retirement, however what impact will increased interest rates have on specific annuity plans?
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
As we roll into Spring, Monica Haberlin has a few items to put on your "Financial Spring Cleaning" checklist and Jackie Campbell defines a "back door ROTH" and who it benefits.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
Hang on because in this episode we get a rare appearance from Sassy Jackie! The IRS has implemented changes to the tax code that will directly affect how your beneficiaries receive an inheritance and Jackie Campbell is not happy about it. On the other hand, Monica Haberlin is excited because her favorite player Tom Brady is back in the NFL, which leads to a discussion about how to properly return to work after you retire.
Fore more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin discuss the options of taking a big lump sum payout in a pension and how to understand if it's a good offer. Plus, how do you leave an inheritance for your hot mess of a family? Finally, what is a "when" file and why do you need one?
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin add some perspective on how the unrest in Ukraine is affecting your portfolios. Plus, is now the time to be panicked or is it best to stay the course with your plan. Finally, one pundit thinks we need to be focused on interest rates and not Russia.
For more information on Campbell and Company or to schedule a complimentary consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin detail the pros and cons of an Annuity. They can provide long-term savings, tax-deferred growth and probate-free ways of passing assets to beneficiaries, but why do some argue that an annuity is better than a 401k? Plus, the impact of emotional economics and a Tip of The Day to help recognize scams.
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Florida is a great place to live and it's predicted to become even more popular in 2022. Jackie Campbell and Monica Haberlin discuss the pros and cons of moving or retiring to Florida. Plus inflation continues to dominate the headlines, but what are the "ifs" that need to happen for the soaring prices to come back down? Finally, Campbell and Company have the power of Market Guard. What is it and how can it help protect you?
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
This week Monica Haberlin and Corey Ward discuss the latest inflation numbers, which have increased to 7.5%, the largest since 1982. What kind of interest rake hikes should we be preparing for? Also, some advisors love Annuities while some think they are too risky. Corey and Monica debate the pros and cons of this possible form of retirement income. Plus are you really prepared to step away from work and join the Great Resignation?
For more information on Campbell and Company or to schedule a complimentary consultation, call 727-334-0024 or visit www.mycampbellandco.com
Since the start of the Pandemic, we have heard of The ‘Great Resignation’ from adults leaving the work force, but that has morphed into ‘Great Reshuffle’ with many now trying to re-enter the workforce. Furthermore, AARP found that nearly 80% of workers in their 50s and 60s have experienced age discrimination. Jackie Campbell and Monica Haberlin offer advice to those who want to clock back in. Plus, what does your financial toughness look like? Jackie has some tips on how to get tough with your retirement plans.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
One of the questions the market is struggling with is if the Fed will be able to tame inflation with multiple interest rate hikes. Jackie Campbell and Monica Haberlin debate if it's time to put your portfolios in defensive mode. Plus, over $84 Trillion will be transferred to family & charities over the next 20 years in what’s being called the Great Wealth Transfer. With this, taxes will become a bigger issue with legislators. Jackie offers tips to help you pass money down while not getting destroyed by taxes.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin detail some of the challenges women face in retirement planning and why it's so important for both members of a marriage to be on the same page. Plus, some call Crypto "Schmuck" insurance. Is that a bit dramatic way to describe the online currency or do they have a point?
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
The GOAT Tom Brady is retiring and while he may be in the top 1%, Monica Haberlin (Brady's biggest fan) reminds us there is something we can all learn from his financial structure. Plus, the shaky market continues to be a concern for some investors. Jackie Campbell details if NOW is the time to make drastic portfolio changes.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin break down some of the financial advice you should ignore and popular tips they don't find helpful. Plus how to combat inflation while not damaging your nest egg and finally Monica has a tip of the day.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin break down the current market volatility and if it's better to hang in there or should you move to asset protection? Plus, we are officially in "tax season" and the IRS is already throwing up red flags. Jackie details the importance of having a tax strategy. Finally, WWJD?
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
A new survey revealed that over 20,000 retirement portfolios are in danger of too much risk. In this episode Jackie Campbell and Monica Haberlin detail why a portfolio review is important but you have to keep your expectations in check. Plus, new year, new observations on Crypto. Is it still a hot trend or should you add it to your portfolio.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
One of the mission statements Jackie Campbell lives by is "Prior Planning Pays". In this episode Jackie and Monica Haberlin detail why planning and preparation is so important. There are things in life you can control, but what about the things that are out of your control? How do you prepare for the unknown? Plus, Jackie Campbell explains what Markey Guard is, how it helps and why so few advisors have access to it.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
Thanks for listening to the Beyond the Money Podcast, this means you are looking for clarity on your financial situation or you are preparing for a successful retirement. However many adults are not properly prepared for retirement and already working from behind the curve. Jackie and Monica discuss how you can properly prepare or catch up on your retirement plans. Plus, the IRS wants tax dollars and they will get it, even if that means going after criminals! Jackie details how to have a proper tax strategy going into tax season.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin understand procrastination. We delay cleaning the garage, folding laundry or taking down Christmas Lights (it's time). However, Jackie explains why creating an Estate Plan is something you need to stop putting off. Plus, Monica derails one of retirements biggest myths.
For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com
In this episode, Jackie Campbell and Monica Haberlin discuss the importance of not having "resolutions" but instead focusing on financial "goals" for the new year. Speaking of, Jackie reveals what clients are most worried about going into 2022. Plus, change is rarely good, but one Financial Expert thinks there should be a permanent change to how RMD's are handled.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.dot.com
In this episode Jackie Campbell and Monica Haberlin discuss the extreme volatility in the stock market, which could mean a major selloff is just around the corner and if we should be concerned about a downturn. Plus, inflation is affecting our daily buying power, but how do we maintain our standard of living in retirement and account for inflation as we plan how much we should be saving?
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin discuss the power of being an independent advisor and how it makes a difference in the services they have to offer. Plus, The red-hot market has made a lot of stock portfolios look great compared to last year. Jackie and Monica detail the need to ‘rebalance’ percentages in terms of stocks versus bonds and the impact it can make.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com
We kick things off talking about the Child Tax Credit and how to opt out if you don't want it. Jackie says, just because you get a check from the Government, it doesn't mean you have to spend it. Plus, should we adjust the "4% rule" because of inflation? Jackie reminds retirees that the "4% rule" is just that, a rule. Finally, what we need to do now to our finances before the calendar flips to 2022.
For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or online at www.mycampbellandco.com
The market is volatile and in this episode Jackie Campbell and Monica Haberlin detail how to position your investments in a shaky market. Plus, they detail the importance of having buckets that can help protect yourself for when the shift happens. Plus, is there a traditional "Holiday Trend" in the market?
For more information or to schedule a consultation with Campbell and Company call 727-334-0024 or online at www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin discuss the pros and cons of checking your portfolio too much, plus how concerned should we be about the debt ceiling? Or has it become too political? Finally, Jackie details the most important "bucket" you need in retirement.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
In this episode, Jackie Campbell and Monica Haberlin detail the massive amount of money about to flood the economy, in the form of inheritance. However, most of that money is wasted due to legal squabbles, bad investments or uneducated money management. Jackie offers tips on the first steps to take if you come into a large amount of cash. Plus, the importance of an End of Year Checklist and the adjustments that could make a big difference.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin discuss the new trend of Millennials avoiding financial guidance and instead investing in Crypto currency. Jackie details the pros and cons of this risky investment, but why it could also be beneficial. Plus, tips on preparing for inflation not just now, but how to be ready for what lies ahead 6 months from now.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
In this episode Jackie Campbell discusses how rising inflation will affect your Holiday plans, but there are steps you can take to minimize the pain. Plus, what's an I-Bond and is it too good to be true? Finally, we put the Holidays in perspective with the importance of family and Jackie details what that first appointment looks like with Campbell and Company.
For more information or to schedule a consultation, visit www.mycampbellandco.com
In this episode Jackie Campbell discusses some options you may have for extra income in retirement. This doesn't mean you have to go back to work (you can), but there are other ways to supplement your income. Plus, what's more important: making sure you have a plan for this year or already working on next year?
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin discuss mistakes adults make when choosing a financial advisor. Plus, some retirees are terrified to spend their own hard earned money. Jackie details why people are scared to live life to the fullest.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Jackie Campbell says you need to have a strategy for taxes all year, not just in April. Fall and Winter could be the most important time to get a plan together. In this episode Jackie and Monica discuss the importance of end of year planning and the difference it can make. Plus, we have emergency funds while we work, but what about when we retire? Should that go into a specific bucket or do you need another plan just in case.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
In this episode we have a story about a banker who spent 38 years in the business but still failed at retirement. Jackie Campbell and Monica Haberlin detail the mistakes he made and how you can avoid doing the same. Plus, is inflation here to stay or is this a wave that we have to ride for the foreseeable future?
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
A new survey says 28% of adults will start their Holiday shopping immediately after Halloween. But how many have started their end of year financial checklist? Jackie and Monica detail some of the steps you need to take now to prepare for the end of the year. Plus, the importance of looping your kids into your financial strategy.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
In this episode, Jackie Campbell and Monica Haberlin discuss the pros and cons of not leaving your family an inheritance. Speaking of family, they detail why a 529 College Fund only works for specific retirees. Also we have a Crypto update, is it still a hot trend or has it become too risky?
For more information of Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
In this episode Jackie explains why tax planning is important, it's just one step in a full retirement strategy. Plus, there is a poplar trend in Annuities that more companies are leading to, but is it right for everyone?
For more information on Campbell and Company Wealth Advisors or to schedule a consultation, visit www.mycampbellandco.com
A lot of talk this week out of Washington about raising the debt ceiling. Will this impact your social security benefits and stimulus payments or is it just part of the process. Plus, for years, the number one concern in retirement has always been running out of money, but now it's inflation. Should it be something we lose sleep over?
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
In this episode Jackie Campbell and Monica Haberlin are joined by local realtor Mike Constatine. Mike is ranked in the top 1% Globally for RE/Max International and a trusted friend of Campbell and Company. They discuss how to get the most from the sale of your property and the biggest reason sellers lose money on property. Plus, his thoughts on DIY companies and how long he projects the real estate boom to continue.
For more information on Mike Constatine or to schedule a consultation with Campbell and Company visit www.mycampbellandco.com
There is a tax plan that in the end could negatively affect your current tax plan. Jackie and Monica discuss the damage these higher rates could have on your investments. plan that could negatively affect your current tax plan that could cause . What damage could these higher rates do to your investments. Plus, Jackie detail some tax gimmicks to be aware of that could cause your plan to fall out of place.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
You hear about having the right "buckets" in retirement and that you need to make sure each one has the right amount allocated, but exactly what are these buckets? Jackie and Monica detail ways to properly prepare for retirement with a method that will provide a sense of balance, without any leaks. Plus, the markets are shaky, is it time to make an adjustment or should you take a wait and see method?
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Think about the time you spent planning for your wedding. Now think about how much time you spend planning for your retirement? Which one received more time and which one needs more time? Sadly, we spend more time planning for one day of our life than we do planning for our next chapter. Jackie details the importance of long term planning for your retirement.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
In this episode, Jackie and Monica talk to small business owners about little steps to make now to save time and struggles in the future. You can also use these in everyday life too. For example, what is a "when" file and why should you have it up to date and the importance of having a succession plan.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Taxes are going up. There is no way around it however Jackie Campbell and Monica Haberlin discuss how you can prepare for upcoming tax hikes despite now knowing where or when it's going to hit. Plus an Estate Plan makes sure you have everything in order when you pass away and Jackie details what steps you should take to make sure the transition to your beneficiaries is smooth.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
The Biden Administration is proposing new tax hikes to pay for trillions in new spending. One proposal is a "death tax" where your family would have to pay for what they inherit from you. Jackie Campbell and Monica Haberlin some options on how you can protect yourself from Uncle Sam even after you pass away.
For more information on Campbell and Company or to schedule a consultation visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss using Annuities rather than Bonds to reduce risk and develop income. Plus, some good and bad news regarding your Social Security claiming strategies. Jackie explains how you can start claiming benefits at a higher level.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Jackie details the importance of having a plan. It sounds simple, but there are multiple ways to design and put a strategy in place. Jackie looks at more than just one aspect of your financial plan. What about taxes, long term care, income for life? Plus, how to catch a financial advisor who may be misleading you.
For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
On this episode Jackie and Monica discuss the best way to reduce your risk in the market but still have room for growth in your portfolio. Plus, Jackie loves having balance. Balance in her life and balance in your portfolio. They detail how taxes are going up but there are ways to find a balance so that increased taxes won't derail your retirement plans.
For more information on Campbell and Company or to schedule a consultation visit www.mycampbellandco.com
In this episode Jackie and Monica discuss how Boomers, GenX and Millennials clash over how much they think you need in retirement. Spoiler Alert: Boomers get this one right. Plus, a new Biden Administration spending plan could hit more than your current paycheck, this one could come after your retirement portfolio.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellanco.com
In this episode Jackie and Monica discuss the difference between the Go Go, Go Slow and No Go phases of retirement and how you need to plan differently for each one. Plus, is it better for a husband and wife to retire at the same or space it out?
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Have you heard of an “annuity puzzle?” It refers to why people are reluctant to annuitys as part of their retirement strategy. Monica and Jackie offer a class in Annuity 101. Plus, when it comes to your Social Security, how do you figure out whether to take it early at age 62 or wait until full retirement age? They give some elements to having a better understanding of your Social Security.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
For better or worse, there is a good chance we’ll see more changes to our retirement laws between now and the end of the year. Jackie and Monica detail some of the potential changes Congress is considering and how it will affect your retirement plans. Plus, President Biden continues to push raising taxes on “the wealthy.” But this could end up affecting all of us. How do we avoid becoming an unintended taxpayer?
For more information on Campbell and Company or to schedule a consultation visit www.mycampbellandco.com
Congress noticed that there is a lot of money in IRA's and they want to get their hands on it. Jackie and Monica detail how to avoid more unnecessary "taxes" from Washington. Plus when leaving a job, what should you do with a 401k? Jackie has 4 options and the pros and cons of each.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
The biggest fear pre-retirees have is "will I run out of money?" Jackie details how you can get that final "work" paycheck, then immediately start receiving a "retirement" paycheck. Plus, Boomers make up a huge percentage of small business owners, but what happens when they are ready to retire? It's more than just leaving you business to the kids, you should have multiple plans in place because retiring from work is different that retiring from being self employed.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
This episode starts with a listener question about a bank savings account. She received an inheritance but doesn't feel comfortable leaving it in a bank savings account in case it gets hacked. Jackie Campbell and Monica Haberlin discuss the best options for a large lump sum of cash. Plus, strategies you can use for your RMD's that will save you time and money.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Regardless if you rooted for or against Tim Tebow, you have to respect his drive. This week Jackie Campbell and Monica Haberlin discuss what Tebow calls his "memory bucket" and why it's important that we all have one. Plus, what should your expectations be for your 401k? Should you be expecting more or less from your current accounts and how do you take advantage of what's offered.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
As we get older we get forgetful. Email passwords, names and even forgotten 401k accounts. Market Watch says there are currently 24 million “forgotten” 401k accounts and collectively, those hold 1.3 trillion dollars in assets! Jackie and Monica detail the importance of combing old accounts, regardless of the amount, to help build your portfolio.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
They call it the retirement “sweet spot.” Is the time after you retire but before you have to start taking RMDs. That’s when you have more flexibility to control your retirement taxes. Jackie and Monica detail how to use that sweet spot to your advantage and discuss the things you can do now that might help manage those tax obligations.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
A Boston University professor says between 50-and-70% of us will make a “major mistake” in how we file for Social Security benefits. Jackie and Monica discuss ways to make sure you don't leave money on the table regarding your Social Security. Plus, 1 in 10 Americans are Millionaires! However, with rising taxes and inflation, keeping that money is harder than ever. Jackie and Monica detail how to stay a millionaire by the time you hit retirement.
For more information on My Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Sometimes in a relationship you need to have those uncomfortable conversations. They can make a huge difference in planning for your retirement. Monica Haberlin and Corey Ward discuss how to keep both spouses on the same page (& happy) in terms of risk-vs-safety with their retirement nest egg.
For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Monica Haberlin and Corey Ward detail why people are calling this week and what's the biggest financial burden adults are challenged with. Plus, Corey explains why you should not have a goal age or savings amount set for retirement. Finally, why an Estate Plan should be one of the top priorities in your retirement planning.
For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
This week Monica Haberlin and Corey Ward discuss inflation and how it continues to affecting your daily buying power. Another term you may hear is "shirinkflation." It's a sneaky way companies are getting around charging you more. Consumers may look at a price tag but do they look at the net weight of the products they buy? Plus, when it comes to your finances are you an Ostrich or The Odd Couple? Monica and Corey define the "financial personalities" they work with.
For more information on Campbell and Company or to schedule an appointment visit www.mycampbellandco.com
Jackie and Monica discuss the pros and cons of a financial check-up. Should you schedule one like you schedule a doctors appointment and are they really needed if you are happy with your portfolio? Plus, retirement fears that you may not have, but you should be thinking about.
For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
A new survey revealed that over 40% of adults are embarrassed to ask for help with their finances. Jackie and Monica detail why there is an unnecessary feeling towards retirement planning and how they can help calm your fears. Plus, 401k's can be confusing but these simple tips can keep you on the right track.
For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
There are little mistakes we are making now that could cost us in retirement. Jackie and Monica list the things we are NOT doing that lead to problems when we are in the retirement red zone. Plus, you often hear the about Legacy and Estate planning in the same sentence. Jackie explains how they are not as common as one may think.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
When you think about being financially happy, what number comes to mind? Or maybe you have a specific age that you want to retire. Jackie and Monica discuss the pros and cons of what you should consider to be happy when approaching retirement. Plus, why small business owners should be concerned if a new proposed Biden tax is passed.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
After a COVID caused delay, RMD's are back but you may be forced to take more than originally anticipated. Plus, how much charity should you continue to distribute in retirement? Finally, what is a "sloppy investment" and why it's so bad for your portfolio.
For more information on Campbell and Company or to schedule a consultation visit www.mycampbellandco.com
Jackie and Monica discuss the importance of having both husband and wife on the same page of income management and how to handle the spouse that refuses to get involved. Plus, what is a "When File" and why is it so important to add to your portfolio.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
A recent survey revealed that a majority of adults are more afraid of retirement than they are of dying. Jackie and Monica discuss what causes panic among pre-retirees. Plus, the one thing that is the BIGGEST concern in retirement and how you can plan accordingly.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
As we celebrate Fathers Day 2021, Jackie and Monica talk about the best advice received from their Dads. They share words of wisdom not just about life, but in finances as well and what advice they use to this day.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
This week Jackie Campbell and Monica Haberlin discuss why some feel it's ok to be "over invested" and do big risks really mean big rewards? Plus, men and women think differently about financial planning. Some want bull vs bear hard truths while others need it explained in values and priorities. Jackie details why financial planning is emotional but its important for men and women to be on the same page.
For more information on Campbell and Company or to schedule an appointment visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the latest tax hike from the Biden Administration and how it could retroactively affect you. Plus, Cryptocurrency is the current rage, but investing should be a boring journey. Finally, exactly what does the first appointment with Campbell and Company look like and what can you expect.
For more information or to schedule a consultation, visit www.mycampbellandco.com
This week Jackie Campbell offers a RMD refresher. Between the pandemic and the Biden Administration, rules surrounding your RMD's have changed dramatically. Plus, we hear a lot about getting to your Retirement Red Zone. Jackie and Monica explains why it's important to have a "Red Zone" but it's drastically different for each person.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Every retiree has the same fear: running out of money in retirement. Jackie explains why this is a legitimate concern but there are ways to avoid going broke in your golden years. Plus, what are some of the other "fears" Jackie hears the most from her clients.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Because of the pandemic more employers are offering early retirement or a buyout. Jackie Campbell and Monica Haberlin discuss the one element you need to look at before signing anything. Plus, a class in RMD 101. What is it? When should you take it and why is it changing?
For more information or to schedule a consultation with Campbell and Company visit www.mycampbellandco.com
This week Jackie Campbell and Monica Haberlin discuss some of the biggest regrets they hear from people who are already in retirement. Why not having a plan, not having an advisor and taxes top the list of something retirees wish they would have handled more approaching the retirement red zone.
For more information or to schedule a consultation with Campbell and Company, visit www.mycampbellandco.com
Monica Haberlin and Corey Ward discuss inflation and how it's not just affecting your daily buying power, but it could also cost you up to $300,000 in retirement expenses. Plus, what's the one retirement cost we overlook that is simple, but costly.
For more information or to schedule an appointment with Campbell and Company, visit www.mycampbellandco.com
What is the FIRST move you should make when you receive an inheritance? Hint: it's not a lavish trip to Vegas or a new beach house. Monica Haberlin and Corey Ward discuss what to do with "windfall" money and define the difference between Legacy vs. Estate Planning.
For more information or to schedule a consultation with Campbell and Company, visit www.mycampbellandco.com
This week Jackie Campbell and Monica Haberlin discuss the importance of having both husband and wife involved in financial planning. You think you are on the same page but once you get into details you realize that there are plenty of differences. Call it lazy or call it trust, most couples don't have a plan. And yes, in most circumstances there is a "spender" and a "saver" in a relationship.
For more information on Campbell and Company or to schedule a consultation www.mycampbellandco.com
We often mention that Jackie Campbell is a unicorn and a mermaid. This is not a joke we use to make each other laugh, it's because she is one of less than 8,000 Financial Advisors in the Country that has her credentials. This week Jackie discusses why a mathematical approach to financial planning needs to be non emotional.
For more information or to schedule an appointment with Campbell and Company, visit www.mycampbellandco.com
Jackie Campbell stresses the importance of understanding your 401k and when to increase your monthly income percentage. Plus, regardless of your income the proposed Capital Gains tax will have an affect on your purchasing power.
For more information or to schedule an appointment with Campbell and Company visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the new tax proposed by the Biden Administration that hopes to cover college debt, but who is paying for it and how? The simple answer, you are through daily goods and services purchased. Plus, how can you receive a paycheck in retirement without having a job?
For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
There is a reason Jackie Campbell is one of the most decorated Financial Advisors in not just Florida or the South East, but in the entire Country. We explain why Jackie has credentials that surpass most others in her field. Plus, what happens when you walk into Campbell and Company? What does that first appointment look like and what should your expectations be when sitting down with an advisor.
For more information or to schedule an appointment, visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin detail the 5 Steps to a Solid Financial Plan:
1) Income Plan
2) Smart Tax Plan
3) Solid Wealth Plan
4) Financial Planning Meets Legacy Planning
5) Long term Healthcare Plan
Plus why a DIY Retirement Plan is harder than it looks and what to expect in your first visit with Jackie.
For more information or to schedule a consultation, visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the reality that some people approaching retirement have a crippling fear of running out of money. They offer some advice on how to find that sweet spot of feeling financially secure while enjoying fulfilling retirement.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin talk about why a good tax strategy is more important than a good investment strategy. Are you taking advantage of tax laws that can work towards your advantage? Jackie and Monica offer tips and insight on evolving tax changes and what you should be doing to curb taxes in retirement planning.
For more information or to schedule a consultation, visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss rising inflation and how it will impact the long term success of your retirement. We hear a lot about "inflation hedges" but what does it really mean? Plus, is it better to have diversification or combine all your assets into one portfolio.
For more information on Campbell and Company or to schedule a consultation visit www.mycampbellandco.com
This Week Jackie Campbell and Monica Haberlin talk about the upcoming tax increase and why it will affect everyone, not just the wealthy. Jackie details the 3 ways it will hit all income levels. They also discuss why it's so important to have a plan and why you still have time.
For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the difference between and Bear and Bull Market and which one is good for our retirement. Plus, is the old phrase "a penny saved is a penny earned" still relatable when it comes to retirement preparation?
For more information on Campbell and Company or to set up a consultation visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss a new tax from the Biden Administration that will affect high income earners and could affect your small business. Unfortunately, while this tax was proposed to only hit top salaries, most everyone will be affected and they discuss how.
For more information on Campbell and Company Wealth Advisors or to schedule a consultation, visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin not only guide us towards financial independence but they also provide their kids advice on how to save money. We asked Jackie and Monica to share the advice they give their own kids.
For more information about Campbell and Company Wealth Advisors or to schedule an appointment, visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin understand that you spend most of your life controlling your own finances and turning that over to someone else can be emotional. They discuss the importance of having a Financial Advisor to work with you towards your goals. The same can be said for small business owners and if you received an inheritance.
For more information on Campbell and Company Wealth Advisors or to schedule an appointment, visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss the reasons behind moving Tax Day from April 15th to May 17th. Was the move to help us or to help a backlogged IRS. Plus, they offer tax tips you may not have thought of.
For more information about Campbell and Company or to schedule an online appointment visit www.mycampbellandco.com
Jackie Campbell and Monica Haberlin discuss some of the biggest misconceptions in retirement. We assume after we quit working life will be nothing but spending time with the grandkids, golf and vacations. However, there are a handful of issues that to be addressed including running out of money, healthcare and remembering that Medicare is NOT FREE!
You can meet the team or set up that first appointment by visiting www.mycampbellandco.com
This week Jackie Campbell and Monica Haberlin talk about new and complicated tax laws that will definitely affect you in retirement. Furthermore, business owners will feel the pinch from new tax changes and this could happen as early as 2022. Plus, what other surprises and changes to our taxes should we be prepared for and why $1,000,000 actually means $650,000 in retirement.
You can schedule an appointment or meet the team by visiting www.mycampbellandco.com
This week Jackie and Monica discuss ANOTHER tax coming from the Biden Administration and while Washington Politicians claim it won't affect the average American, there is a real chance it will. Also, inflation is not bothering the Federal Reserves, but it should. Jackie details how rising inflation can affect your paycheck now and in retirement.
This week Jackie Campbell and Monica Haberlin discuss the importance of setting up an Estate and Will. Commonly people don't dedicate much time to an Estate, but without proper planning, trying to make changes at the last minute can be a huge headache. Plus, the debate if you should get your family involved in Estate Planning or if the emotions could lead to trouble.
This week Jackie Campbell and Monica Haberlin discuss a proposed new tax from the Biden Administration and how it will affect your retirement plan. Plus, we think that "business lunch" can be deducted, but the IRS says not so fast. We talk about the items we assume can be claimed on your taxes, but in reality, they can not.
On Beyond the Money we often call Jackie Campbell a "Mermaid" or a "Unicorn". It's not just for laughs. This week we discuss why Jackie is one of the most decorated Financial Advisors in the country and what it took to get her there. She is not alone, the entire team at Campbell and Company is filled with experts in the field of planning, coaching and managing including Monica Haberlin. They don't like to acknowledge their success, but it's something that can't be ignored.
This week Monica and Corey define what an Annuity is and how it can and should work for you. Plus, inflation will affect all of us, but you have time to get started on a plan to make your current paycheck work for you to combat increased inflation rates. Finally, Corey Ward is the newest member of Campbell and Company and describes his biggest surprise and what he likes about the team.
This week Jackie and Monica dive deep into taxes. How is tax preparation different from tax planning? Plus, Robo Advisors sound convenient, but they miss out on the most important detail of financial planning.
Coming off Valentines weekend, Jackie and Monica talk about couples who can't get on the same page when it comes to retirement savings and if keeping "play money" to the side is questionable. Plus, they talk to the 20 year old versions of themselves and offer advice on what to do better financially.
This week Jackie and Monica discuss the assumptions we make about retirement and how it can slow us down. Plus, President Biden may replace the tax deductions we get for 401K contributions with a tax credit. What does this mean for retirement savers and is it a good thing?
This week Jackie and Monica tackle the rumors of higher inflation in 2021, plus why you need to get started on your 2021 RMD's and what is a "Super Roth" and is it worth a second look?
This week Jackie and new member of the Campbell & Co. family Corey Ward talk about how "do it yourself taxes" sound simple, but they may not meet your needs. Plus, Congress wants to add a tax increase to your retirement Jackie offers help so you can protect your retirement accounts.
Jackie Campbell and Monica Haberlin discuss what to expect from the Biden Administration regarding your taxes, plus should you or your Financial Professional do a majority of talking at your first meeting.
Jackie and Monica discuss new tax laws for 2021 and how to make sure you have enough retirement buckets.
Today Jackie is joined by Lisa Gunther a Licensed Mental Health Counselor and a Christian Mental Mental Health Counselor. They talk about how to navigate the stress of COVID combined with Holiday stress and the best ways to deal with it.
Jackie Campbell and Monica Haberlin discuss what you need to know about your year end checklist and how having too much "ketchup" is a bad thing.
Over the next few decades, Baby Boomers stand to inherit $9 Trillion. Jackie Campbell and Monica Haberlin explain how to use tax planning to make sure you keep more money in your family estate.
The number of 401(k) and IRA millionaires has reached a record high, but what should the savers who own those accounts be watching out for? Jackie Campbell and Monica Haberlin explain how to avoid tax mistakes with retirement accounts.
Jackie Campbell talks to Mike Fowler, Vice President of Intelligence Services at GroupSense and an information security specialist. She also discusses how most Americans fear that the 2020 Election will hurt their finances, no matter who wins. Plus, your taxes will most likely be going up in 2021, so what can you do to protect your investments?
Jackie and Monica discuss how Americans are feeling about the future of the market and some new legislation that could have a big impact on your retirement savings.
Jackie and Monica describe what it's like to have an initial appointment at Campbell and Co Wealth Advisors and CPAs. They also talk about all the different things to consider when making a decision about relocating to a new state in retirement.