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 r...
Jul 22, 2025•22 min
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. Fo...
Jul 15, 2025•22 min
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 conversat...
Jul 08, 2025•37 min
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' ...
Jul 08, 2025•21 min
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 ...
Jul 01, 2025•20 min
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 char...
Jun 24, 2025•23 min
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 fu...
Jun 17, 2025•19 min
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 ...
Jun 12, 2025•7 min
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 re...
Jun 10, 2025•17 min
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 compreh...
Jun 03, 2025•18 min
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. For more...
May 27, 2025•21 min
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 disc...
May 20, 2025•23 min
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. F...
May 06, 2025•25 min
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. For more information or to schedule a consultation call 3...
Apr 29, 2025•23 min
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 i...
Apr 22, 2025•22 min
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. For more information or to schedul...
Apr 15, 2025•22 min
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, th...
Apr 12, 2025•17 min
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 conv...
Apr 08, 2025•33 min
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. For...
Apr 01, 2025•12 min
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. For more information or to schedule a consultation call...
Apr 01, 2025•11 min
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 number...
Mar 25, 2025•17 min
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. For more information ...
Mar 18, 2025•9 min
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. For more information or to sche...
Mar 11, 2025•10 min
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. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com ! Follow us on social media: Facebook | YouTube | X | Instagram See...
Mar 11, 2025•10 min
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....
Mar 04, 2025•22 min
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 ...
Feb 25, 2025•14 min
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 information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com ! Follow us on ...
Feb 18, 2025•21 min
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. For more information or to schedule a consultation...
Feb 11, 2025•23 min
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. For more information or to schedule a consultation call 352-251-1015 or visit www.myca...
Feb 04, 2025•22 min
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 ...
Jan 28, 2025•20 min
