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. Fo...
Jan 21, 2025•18 min
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. For more information or to schedule a consu...
Jan 14, 2025•19 min
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 lega...
Dec 31, 2024•23 min
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. For more information or to schedule a consultation call 352-251-1...
Dec 24, 2024•16 min
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 t...
Dec 17, 2024•22 min
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 face...
Dec 10, 2024•31 min
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. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com...
Dec 03, 2024•24 min
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 ...
Nov 26, 2024•19 min
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, ...
Nov 19, 2024•22 min
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 p...
Nov 12, 2024•24 min
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 ...
Oct 29, 2024•21 min
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 ...
Oct 22, 2024•18 min
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. For more information...
Oct 15, 2024•13 min
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...
Oct 11, 2024•32 min
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. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampb...
Oct 01, 2024•20 min
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.
Sep 24, 2024•22 min
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. For more information or ...
Sep 10, 2024•19 min
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 www.mycampbellandco.com See omnystudio.com/listener for privacy information....
Sep 03, 2024•14 min
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.
Aug 27, 2024•16 min
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. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco....
Aug 13, 2024•18 min
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. For more i...
Aug 06, 2024•11 min
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. For more...
Jul 30, 2024•19 min
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...
Jul 23, 2024•19 min
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. Fo...
Jul 16, 2024•17 min
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.
Jul 09, 2024•20 min
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 informa...
Jul 02, 2024•15 min
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.
Jun 25, 2024•20 min
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 t...
Jun 18, 2024•15 min
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.
Jun 11, 2024•20 min
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. Thi...
Jun 04, 2024•19 min
