Beyond the Money

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 i...

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 a...

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. For more informat...

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 t...

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...

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...

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 finan...

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 re...

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 gratitud...

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 diversi...

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 al...

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...

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. F...

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,...

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 proactiv...

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...

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. Jack...

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 condit...

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 a...

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 disc...

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 heal...

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

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 t...

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

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