Beyond the Money

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...

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...

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...

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...

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 signi...

Jackie Campbell breaks down the 5 steps necessary for building the proper retirement plan.  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'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, wo...

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   See omnystudio.com/listener for privacy information.

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...

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   See omnystudio.com/listener for privacy information.

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 impor...

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...

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 or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

Jackie details the 5 steps to a solid financial plan which includes the importance of building, protecting and growing your income in retirement. Plus, why some shun the power of an annuity.  For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

Jackie Campbell details the reason why so many adults are proudly uninformed on their tax strategy, but also why it's perfectly fine. Plus, the power of a second opinion from the team at Campbell and Company.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

Tax day may be behind us, but your tax strategy should be evolving year round. Jackie details the importance of a "tax in advance" strategy and how it could benefit your portfolio.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

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  ...

Jackie details what's on the mind of the community regarding taxes, income and savings, plus the difference between retirement planning vs financial planning. Also, should you have a milestone age or a milestone savings account in mind for your set retirement date? For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener f...

Jackie explains why adults over 50 often get ignored in retirement and how to find the focus when customizing a plan.  For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

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...

Pensions are not as common as they once were so many adults are turning to their 401(k) as an alternative. But is it fair to compare the two? Plus, how inflation is now affecting your bag o' fries.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

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 vi...

Christine McCarron is the author of the book Empower Your Inner Millionaire: A Womans Guide to Financial Freedom. Christine helps adults create and follow a path towards independence. They talk about budgets, income plans, investing and the steps to be more confident in personal success.  For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com   See o...

What group is the fastest growing in the workforce? It's not the kids. Plus, what's Jackies advice to someone who is "liquid heavy" but afraid of the market? For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy information.

Jackie was Boot Scootin' all over Nashville but had time to sit with the CEO of the Country Music Association, Sarah Trahern. They talked about the power of trust, being a female in a male dominated industry and the artists that still give her chills.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com   See omnystudio.com/listener for privacy inf...