Beyond the Money

Hosted by Jackie Campbell

Business Education

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Episodes

150

Latest episode

Oct 2026

Language

About the show

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. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

Listen to episodes

60 recent

October 20, 202625 min

Don’t Let the Calendar Close on These Opportunities

Before the calendar flips, there may be financial moves worth putting on your radar. Jackie Campbell explores “opportunity season,” including tax-loss harvesting, Roth conversions, Medicare considerations, and important milestone birthdays that can influence retirement decisions. She also discusses organizing your financial life, preparing family members for the unexpected, and why year-end planning can be about much more than simply gathering documents for tax season. 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 omnystudio.com/listener for privacy information.

October 13, 202624 min

The Retirement Ripple Effect: Why Small Decisions Matter

What do Medicare, Jeopardy, and your retirement plan have in common? Jackie Campbell explores why small financial decisions can create ripple effects throughout retirement, from Medicare and taxes to income, legacy planning, and Roth strategies. Plus, Jason Correa breaks down key differences between traditional and Roth IRAs and why timing and tax considerations matter when deciding how to save and withdraw money. 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 omnystudio.com/listener for privacy information.

October 6, 20269 min

Are AI Stocks Creating a Retirement Risk?

Are the newest market darlings creating more risk than investors realize? Jackie Campbell examines the growing excitement around AI-driven companies and the rise of the “Fab 10,” while discussing the importance of diversification, risk management, and protecting retirement portfolios from concentration risk. Learn why a strong financial plan may matter more than following the latest market trend. 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 omnystudio.com/listener for privacy information.

September 29, 202618 min

Five Forces That Can Change Your Retirement Future

Retirement advice is everywhere, but how do you know which guidance actually fits your life? Jackie Campbell breaks down the five forces that can shape retirement, including income, taxes, investment risk, legacy planning, and healthcare. She explains why retirement is more than a math problem and how major decisions can create ripple effects throughout your financial life. 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 omnystudio.com/listener for privacy information.

September 22, 202624 min

What the Golden Girls Can Teach Us About Retirement

Retirement planning starts long before investment decisions. Jackie Campbell explains the value of a comprehensive retirement roadmap, covering income, taxes, risk, estate planning, and long-term care. The discussion also explores lessons from the Golden Girls, the importance of planning for healthcare needs, and why staying engaged, intentional, and connected can play an important role throughout retirement. 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 omnystudio.com/listener for privacy information.

September 15, 202624 min

The Retirement Conversation Every Couple Should Have

Retirement planning becomes personal when one spouse holds all the financial knowledge. Jackie Campbell discusses preparing both partners for income changes, organizing important documents, and building a plan for surviving-spouse scenarios. She also explores thoughtful spending, Medicare-related income adjustments, responsible credit use, and why attention-grabbing investments may not fit every strategy. The episode connects financial preparation with purpose, family conversations, health considerations, and the freedom to spend according to what matters most. 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 omnystudio.com/listener for privacy information.

September 1, 202621 min

Is Retirement the Finish Line or a New Beginning?

Dolly Parton’s remarkable life sparks a deeper conversation about purpose, legacy, and what retirement really means. Jackie Campbell discusses creating intentional experiences, leaving a meaningful legacy, and finding fulfillment long after your career ends. From retirement readiness to defining your next chapter, this episode explores how financial freedom can support the life you want to live. 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 omnystudio.com/listener for privacy information.

August 25, 202625 min

Is Lazy Money Quietly Draining Your Portfolio?

What is your current retirement strategy really costing you? Jackie Campbell examines the price of emotional investing, idle cash, missed tax opportunities, and decisions made without a complete view of your financial life. A featured conversation with Brad Jenkins explores a mathematical, methodical approach to investment decisions. The episode also considers how a coordinated plan can help savers understand what they may comfortably spend in retirement. 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 omnystudio.com/listener for privacy information.

August 18, 202625 min

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 changes, and lack of coordination between financial decisions can create unexpected challenges, and why having a long-term strategy matters. The conversation also explores Market Guard’s approach to tax efficiency and investment 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 omnystudio.com/listener for privacy information.

August 13, 202633 min

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 playbook than accumulation years. They explore customization, tax efficiency, risk management, and the importance of adapting strategies as life changes. Jackie and Brad also share simple analogies, including the famous “cookies and retirement” story, to explain complex investment concepts in a relatable way. 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 omnystudio.com/listener for privacy information.

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