Beyond the Money
Beyond the Money
Jackie 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. Her podcast addresses current market trends and headlines that affect your finances. She also offers solutions and opportunities to help you retire successfully. Get in touch with Jackie and her team to lear…Social links:
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The 10-Year Tax Trap Most Retirees Never See Coming
Could a simple birthday milestone cost you more in taxes than you realize? In this episode, Jackie Campbell discusses why the next 10 years may be one of the most important planning windows for retirement, taxes, inherited IRAs, and Medicare costs. Jackie explains how age-based milestones, tax chan…
25:04Clean
Interview w/ the Founder of Market Guard, Brad Jenkins
What if the key to investing isn’t chasing returns, but managing risk with the right plan? Jackie Campbell sits down with Brad Jenkins, founder of Market Guard, to discuss the philosophy behind his investment methodology, the role of emotion in investing, and why retirement requires a different pla…
33:27Clean
Will Your Family Know What to Do When You’re Gone?
Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses w…
22:54Clean
Is Your Retirement Plan Still on Track?
The second half of the year may be the perfect time to revisit your financial goals. Jackie Campbell discusses mid-year retirement planning, portfolio reviews, asset allocation, cash flow, budgeting, and preparing for life's unexpected twists. From inheritance decisions to investment rebalancing an…
22:29Clean
The Two Choices Every Retiree Faces About Risk
What if the biggest retirement risk isn’t the market—but how you think about it? Jackie Campbell explores the difference between investing and retiring, why concentration in popular tech stocks can create hidden risks, and how confidence, income, taxes, and legacy planning all fit into a successful…
22:25Clean
Why Investing Alone Is Not a Retirement Plan
A new savings opportunity for children raises an old financial question: what’s the plan? Jackie Campbell discusses Trump accounts, early investing habits, 529 comparisons, and the responsibility that comes when young adults gain control of money. She also explores why many Americans lack a written…
20:21Clean
The Retirement Blind Spot Most People Miss
Could the biggest blind spot in your retirement plan be the one you can’t see yourself? Jackie Campbell explores financial lessons from Carrie Underwood, Brad Paisley, and Keith Urban while discussing DIY investing, spending confidence, family legacy, and why retirement should be about more than ju…
21:33Clean
Is Financial Freedom About Money—or Something Bigger?
What does financial freedom really look like when retirement is finally within reach? Jackie Campbell explores the difference between building wealth and building the freedom to spend time, money, and energy on what matters most. She discusses retirement income, tax planning, investment risk, legac…
20:22Clean
The 5 Forces That Could Make or Break Your Retirement
Five powerful forces could shape your retirement more than any single investment. Jackie Campbell explores retirement income, legacy planning, investment risk, taxes, and inflation while discussing the excitement around SpaceX and the debate over retirement withdrawal rates. Jackie explains why ret…
21:54Clean
The Risk Behind Today’s Market Momentum
The market feels strong—but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today’s tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustaina…
21:48Clean