Beyond the Money
296 episodes - English - Latest episode: 4 days ago - ★★★★★ - 12 ratingsJackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.
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Episodes
Breaking Up With Uncle Sam in Retirement
April 23, 2024 08:00 - 18 minutes - 16.8 MBA lot of adults may be feeling burned by Uncle Sam after filing taxes. Maybe you didn't get back what you expected, maybe you got too much or maybe you had to write a huge check. Regardless, Jackie details how the little details now can make a huge difference not just April 15th, but year long. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Milestone Birthday vs Milestone Savings
April 16, 2024 08:00 - 19 minutes - 17.6 MBJackie details what's on the mind of the community regarding taxes, income and savings, plus the difference between retirement planning vs financial planning. Also, should you have a milestone age or a milestone savings account in mind for your set retirement date? For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Why Retirees Over 50 Get Ignored
April 09, 2024 08:00 - 13 minutes - 12.6 MBJackie explains why adults over 50 often get ignored in retirement and how to find the focus when customizing a plan. For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Dr Codi Gharagouzloo Discusses the Latest in Diagnostic Solutions
April 04, 2024 08:00 - 23 minutes - 21.6 MBJackie 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 C...
Can a 401(k) Successfully Replace a Pension?
April 02, 2024 08:00 - 14 minutes - 13.5 MBPensions are not as common as they once were so many adults are turning to their 401(k) as an alternative. But is it fair to compare the two? Plus, how inflation is now affecting your bag o' fries. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Barton Scott Founder of Upgraded Formulas
March 28, 2024 08:00 - 29 minutes - 26.9 MBJackie is honored to be joined by Barton Scott, founder of Upgraded Formulas, which promotes a healthy lifestyle for adults through minerals. Barton offers solutions in the form of supplements that achieve physical and mental growth. Here they discus opportunities to better sleep, better health and more money. For more information visit www.upgradedformulas.com For more on Campbell and Company visit www.mycampbellandco.com or call 727-334-0024. See omnystudio.com/listener for privacy in...
Christine McCarron: Empower Your Inner Millionaire
March 25, 2024 08:00 - 17 minutes - 16.2 MBChristine McCarron is the author of the book Empower Your Inner Millionaire: A Womans Guide to Financial Freedom. Christine helps adults create and follow a path towards independence. They talk about budgets, income plans, investing and the steps to be more confident in personal success. For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Liquid Heavy but Afraid of the Market
March 21, 2024 08:00 - 12 minutes - 11.5 MBWhat group is the fastest growing in the workforce? It's not the kids. Plus, what's Jackies advice to someone who is "liquid heavy" but afraid of the market? For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Country Music Association CEO Sarah Trahern Live From Nashville
March 19, 2024 08:00 - 8 minutes - 7.83 MBJackie was Boot Scootin' all over Nashville but had time to sit with the CEO of the Country Music Association, Sarah Trahern. They talked about the power of trust, being a female in a male dominated industry and the artists that still give her chills. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Time to Eliminate Your 401(k)?
March 14, 2024 08:00 - 18 minutes - 16.8 MBSome think it's time to eliminate your 401(k) as a retirement option and move it to a ROTH. Jackie Campbell details why your retirement plan needs multiple streams of income, which includes more than just a 401(k). See omnystudio.com/listener for privacy information.
Campbell and Co. Takes Over Nashville With Chancey Williams
March 12, 2024 08:00 - 8 minutes - 8.16 MBJackie Campbell shined up her cowboy boots and took over Nashville for CRS. Here she details her experience meeting Country Music Icons and her conversation with rising star Chancey Williams. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Getting Uncomfortable in Retirement
February 27, 2024 09:00 - 20 minutes - 18.9 MBIt's necessary to get out of your comfort zone in retirement and Jackie Campbell details how getting uncomfortable could provide a great opportunity for your retirement plan. Plus, is there a specific age to make the call to Campbell and Company? For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Fired Before Retired
February 13, 2024 09:00 - 10 minutes - 9.35 MBWhat happens if you are nearing retirement, but get a pink slip? Jackie Campbell details the steps to take if you get fired before retired. Plus, Stanleys are all the rage in drinkware, but is it all hype? For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Appreciating Your Broke Mentality
February 06, 2024 09:00 - 21 minutes - 20 MBCountry superstar Lainey Wilson gets it. She's been a struggling singer/songwriter but now that she's made it, she still has that "broke mentality" to keep her humble. Plus, Jackie explains why the early part of 2024 has been so wild for adults nearing retirement. For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.
Be Intentional: Make 2024 Your Best Year
February 02, 2024 09:00 - 18 minutes - 17.3 MBJackie 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 See omnystudio.com/listener for privacy information.
President Jackie Campbells Tax Code
January 30, 2024 09:00 - 20 minutes - 18.5 MBJackie 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 See omnystudio.com/listener for privacy information.
Jackies Conversation with Brad Jenkins of Market Guard
January 27, 2024 09:00 - 30 minutes - 28.1 MBBrad 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 See omnystudio.com/listener for privacy information.
Blue Collar Tax Strategy
January 23, 2024 09:00 - 19 minutes - 17.9 MBJackie 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 See omnystudio.com/listener for privacy information.
Setting Goals Not Resolutions
January 09, 2024 09:00 - 25 minutes - 23.3 MBJackie 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 See omnystudio.com/listener for privacy information.
A Campbell Family Christmas Story
December 26, 2023 09:00 - 25 minutes - 23.5 MBJackie 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 See omnystudio.com/listener for privacy information.
Trump Tax Cut Expiration Strategy
December 19, 2023 09:00 - 23 minutes - 21.7 MBJackie 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 See omnystudio.com/listener for privacy information.
Spending Down Your 401(k)
December 12, 2023 09:00 - 16 minutes - 14.9 MBJackie 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 See omnystudio.com/listener for privacy information.
End of Year Tax Checklist
December 05, 2023 09:00 - 13 minutes - 12.7 MBJackie 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 See omnystudio.com/listener for privacy information.
Don't Suppress Your Happiness for the Holidays
November 28, 2023 09:00 - 12 minutes - 11.5 MBJackie 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 See omnystudio.com/listener for privacy information.
Can you Properly Test Drive a Retirement?
November 21, 2023 09:00 - 13 minutes - 12.2 MBJackie 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 See omnystudio.com/listener for privacy information.
Actually, Retiring is Easy
November 14, 2023 09:00 - 14 minutes - 13.6 MBJackie 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 See omnystudio.com/listener for privacy information.
Giving Teens an Adult Dose of Reality
November 07, 2023 09:00 - 18 minutes - 16.7 MBThis 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 See omnystudio.com/listener for privacy information.
Finding Money in the Lost and Found Box
October 31, 2023 08:00 - 22 minutes - 20.6 MBJackie 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 See omnystudio.com/listener for privacy information.
Three Pillars of a Proper Financial Plan
October 24, 2023 08:00 - 15 minutes - 14.4 MBJackie 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 See omnystudio.com/listener for privacy information.
Woulda. Coulda. Shoulda.
October 17, 2023 08:00 - 19 minutes - 18.1 MBJackie 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 See omnystudio.com/listener for privacy information.
Real Talk About Annuities
October 10, 2023 08:00 - 20 minutes - 19.2 MBJackie 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 See omnystudio.com/listener for privacy information.
Linda McKenna: Placement Services and the Four Pillars of Needs
October 03, 2023 08:00 - 50 minutes - 46.4 MBJackie 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 C...
Updating Your End of Year Checklist Early
September 26, 2023 08:00 - 19 minutes - 17.7 MBJackie 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 See omnystudio.com/listener for privacy information.
Viral Dances: Yes. Financial Advice: NO!!
September 19, 2023 08:00 - 18 minutes - 16.7 MBJackie 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 See omnystudio.com/listener for privacy information.
A Parrtoheads Guide to Retirement
September 12, 2023 08:00 - 20 minutes - 18.6 MBJackie 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 See omnystudio.com/listener for privacy information.
Candace Owens on Family, Faith and Females in Retirement
September 05, 2023 08:00 - 18 minutes - 17 MBJackie 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 See omnystudio.com/listener for privacy information.
Taxes and Tim Tebow
August 29, 2023 08:00 - 19 minutes - 17.6 MBJackie 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 See omnystudio.com/listener for privacy information.
Hurricane Preparedness and Financial Planning for the Gulf Coast
August 28, 2023 14:37 - 31 minutes - 28.7 MBHurricane 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 episod...
29-Hour Work Day Authors: Ethan and Stephanie Bull
August 21, 2023 11:00 - 25 minutes - 23.1 MBJackie 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 As...
How to Receive a Complimentary Copy of Jackies Book: Be Prepared
August 14, 2023 11:00 - 18 minutes - 17.2 MBJackie 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 See omnystudio.com/listener for privacy information.
Pickleball is Breaking Your Knees and Your Budget
August 07, 2023 11:00 - 16 minutes - 15.5 MBJackie 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 See omnystudio.com/listener for privacy information.
Dolly Parton is Exhausting
July 31, 2023 11:00 - 16 minutes - 15.5 MBThis 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 See omnystudio.com/listener for privacy information.
Who's Controlling Your Money?
July 24, 2023 11:00 - 18 minutes - 17 MBJackie 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 See omnystudio.com/listener for privacy information.
Too Lazy to Care?
July 17, 2023 11:00 - 20 minutes - 19 MBJackie 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 See omnystudio.com/listener for privacy information.
Oversimplifying Your Retirement Strategy
July 10, 2023 11:00 - 13 minutes - 12.3 MBJackie 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 See omnystudio.com/listener for privacy information.
Jackie's Conversation with the Queen of Country: Reba McEntire
July 04, 2023 12:18 - 7 minutes - 7.11 MBNothing 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 See omnystudio.com/listener for privacy information.
What Do Adults REALLY Want In Retirement?
July 03, 2023 11:00 - 15 minutes - 13.8 MBJackie 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 See omnystudio.com/listener for privacy information.
Misconceptions About Annuities
June 26, 2023 11:00 - 13 minutes - 12.3 MBJackie 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 See omnystudio.com/listener for privacy information.
What Do People Really Want?!
June 19, 2023 11:00 - 11 minutes - 10.5 MBJackie 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 See omnystudio.com/listener for privacy information.
Importance of Thinking Beyond the Money
June 12, 2023 11:00 - 14 minutes - 12.9 MBJackie 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 See omnystudio.com/listener for privacy information.