Beyond the Money

By Jackie Campbell

Education Business Investing

What's Beyond the Money about?

Jackie Campbell is a Certified Financial Planner, Tax CPA, and founder of Campbell and Company Wealth Advisors and CPA’s with over 25 years of helping build successful retirements. Monica Haberlin is a tax planning strategist for small business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.

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LAST EPISODE

Moving past the tax deadline

10.19.2020

Now that we've passed the tax deadline for this year, what steps can you take now to set yourself up for success in the future? Jackie Campbell offers some examples of how she helps people in many different aspects of ...

Beyond the Money episodes:

10.19.2020 Moving past the tax deadline Now that we've passed the tax deadline for this year, what steps can you take now to set yourself up for success in the future? Jackie Campbell offers some examples of how she helps people in many different aspects of ...
10.12.2020 Minimizing Your Tax Burden Jackie and Monica discuss some of the types of tax strategies they use to help people save as much as possible on the taxation of their retirement savings.
09.28.2020 Robo Advisors and Forced Retirement Jackie and Monica discuss some of the people they've met with recently and how they've been able to assist people who are facing tough decisions due to layoffs or early retirement packages. They also caution against relying on "Robo advisors" ...
09.21.2020 Don't Forget About Taxes and Inflation! Jackie and Monica discuss the recent activity in the market. People are excited that their 401(k) balances are back up, but Jackie and Monica caution against forgetting about two very important factors - taxes and inflation! They discuss ways to ...
09.14.2020 Market volatility and preparing for higher taxes This Week, Monica Haberlin discusses the recent market volatility and what it might mean for the future. Plus, Monica describes the importance of taking advantage of historically low tax rates now before the tax code changes.
09.07.2020 How will the election impact your portfolio? As we move closer to Fall, there is a lot of uncertainty surrounding Washington DC and the election. Jackie and Monica discuss ways to protect your savings and develop a successful retirement plan, no matter who wins in November!
08.31.2020 California's Radical Tax Solution California has always had high taxes, but now they're setting their sites on residents who choose to move out of the state! Find out the details of their plan, and how you can take advantage of low tax rates now ...
08.24.2020 Main Street vs Wall Street Many people are confused by the recent gains and records set in the stock market. We like to see our retirement accounts going up, but at the same time, we see many businesses hurting. Jackie and Monica discuss the gap ...
08.17.2020 What can wreck you retirement plan? Jackie and Monica discuss some of the biggest threats to a successful retirement plan - taxes, healthcare expenses, and not planning for longevity. Find out what problems can occur if you don't prepare in these areas on this week's Beyond ...
08.10.2020 Tax Efficiency and Getting an Income Quote This week, Monica describes how she helps clients become as tax efficient as possible and what getting an "Income Quote" means.
08.06.2020 Mental Health with Lisa Gunther On this special episode of Beyond the Money, Jackie sits down to speak with Lisa Gunther, a professional counselor with over 20 years of experience. They discuss how to address the mental health challenges that many people are experiencing in ...
08.03.2020 Pensions and Income Jackie and Monica discuss how they help their clients develop income plans and what things need to be considered if you're offered a pension buyout.
07.27.2020 Tax Traps and Planning What's a tax trap? Jackie Campbell and Monica Haberlin answer that question on this week's podcast and discuss how to avoid those traps by planning in advance. Learn how to set your future self up for success on this week's ...
07.13.2020 Mid-year portfolio review and Risk allocation We're halfway through 2020! Jackie and Monica discuss what types of things they cover with their clients during mid-year portfolio reviews. They also share how they help others understand their risk level and their allocation using a tool called Riskalize. ...
06.29.2020 Confidence in Retirement A recent survey found that retirement confidence is down across all generations. Jackie and Monica explain steps you can take to begin work on a complete retirement plan that will allow you to confidently move forward into retirement.
06.22.2020 Retirement Planning for Men and Women This week, Jackie and Monica discuss how they approach retirement planning for each individual they work with and the differences between planning for men and women. We also explore a question about men and women during the Covid lockdowns - ...
06.15.2020 A rush to Roth and how to plan for couples Fidelity says that Roth conversions are up 76% compared to this time last year. Monica and Jackie explain why now could be a great time for Roth conversions, and also discuss the importance of both parties being present when planning ...
06.08.2020 Pensions and RMDs Jackie and Monica discuss the options that people need to consider when making decisions regarding their pensions. What should you do if your company's pension is in trouble? Listen to this week's Beyond the Money podcast to find out what ...
06.01.2020 Making Retirement Simple A recent survey found that 70% of respondents think that planning for retirement is too complicated. Jackie Campbell and Monica Haberlin talk about how they help make retirement planning simple for the people they work with.
05.26.2020 Healthcare in retirement and keeping taxes low Jackie and Monica share stories about how they help clients develop plans that factror in the high cost of healthcare. Also, how you can keep your tax bill low in retirement.
05.19.2020 Update on employer payroll credits and loan forgiveness guidelines If you own a business and whether or not you received a PPP loan, you need to hear the latest on employer payroll credits and loan forgiveness guidelines. PPP Forgiveness guidelines set Employer payroll tax credits for those who did ...
05.18.2020 Effective Listening and Communication in the Digital Age Jackie Campbell welcomes licensed mental health counselor Lisa Gunther back to the show to share more tips on how to communicate better and the importance of keeping track of your mental health.
05.08.2020 Understanding your financial position On this week's show, Jackie and Monica discuss the most difficult challenges facing women in retirement and the importance of understanding your financial position and the risk involved with your portfolio.
05.04.2020 Are you on track for a successful retirement? Jackie and Monica discuss how to tell if you are on the right path to a successful retirement. Also, should you consider taking an early retirement package? Find out on this week's Beyond the Money!
04.27.2020 Coping Skills for Today and Beyond with Lisa Gunther Jackie discusses actionable tools with Lisa Gunther to help you cope with today’s challenging issues including: love languages, establishing boundaries, 3 resolutions to any conflict and money & marriage.
04.22.2020 SBA and PPP Loan update Jackie and Monica discuss the latest with the SBA (Small Business Administration) and PPP (Paycheck Protection Program) loans and how to navigate the different phases.
04.20.2020 Five financial moves to make during the lockdown Jackie Campbell and Monica Haberlin detail five key moves that you can make during the current lockdown situation. They also react to recent analysis regarding the future of tax rates from IRA expert Ed Slott.
04.13.2020 Is a quick rebound possible? This week, Jackie discusses the outlook on the market. We hear from former Federal Reserve chairman Ben Bernanke and Jackie addresses a hot topic right now - Roth conversions. Could that be the right move for you?
04.06.2020 What to do with your stimulus payment Jackie and Monica discuss good ideas for the coming stimulus payment and offer a .pdf for individuals and small businesses about how to access the government's financial relief package. Listen to this week's Beyond the Money to get this great ...
03.30.2020 Working through the Coronavirus crisis Jackie and Monica talk about how they are using technology to continue to work with their clients during the Coronavirus crisis.
03.19.2020 Coronavirus and the Market Response Jackie and Monica react to the incredible market losses this week and discuss the Coronavirus pandemic. At Campbell and Company, we are now offering virtual appointments so those who are seeking financial advice during this time can connect with us ...
03.16.2020 Reacting to the market downturn It was a really ugly week on the stock market. Jackie and Monica react to the end of the 11 year bull market run and discuss how they're helping their clients weather the storm during this time.
03.09.2020 Volatility and the Importance of Planning Jackie and Monica talk about the continuing volatility in the stock market due to the Coronavirus scare. They also talk about why it's important to continue to review and adjust your retirement plan throughout your retirement years.
03.02.2020 Volatility and Taxes Jackie and Monica discuss the recent volatility in the market and how people can save money by taking advantage of our current tax code before it expires.
02.24.2020 Taxes and Retirement Money Moves This week, Jackie and Monica discuss the busy tax season and how they're helping people become as tax efficient as possible. They also talk about some of the biggest regrets that retirees have about money and what to do now ...
02.17.2020 Tim Tebow Foundation and Snowbirds This week, Jackie and Monica talk about Jackie's recent experience with the Tim Tebow Foundation and the impact it is making on special needs children around the world. They also discuss the unique challenges that face retirees who move to ...
02.10.2020 Behind the scenes of retirement planning This week, Jackie and Monica talk about some of the behind the scenes work they do on retirement plans. Their goal is to build a plan that allows their clients to enjoy retirement without worrying about the nuts and bolts.
01.27.2020 The Emotional Impact of Retiring Jackie and Monica talk about how the decision to retire can have a big impact on individuals, both financially and emotionally. They describe how they help retirees be successful by supporting them during those retirement years.
01.20.2020 2020 Market Outlook We continue to see all-time highs in the market, but is it sustainable for the rest of 2020? Jackie and Monica share their thoughts on the markets, and how the SECURE Act will effect retirees and those approaching their retirement ...
12.23.2019 The SECURE Act Jackie and Monica discuss the implications of the SECURE Act that was recently passed for retirees. They also talk about tax strategies and developing income in retirement.
12.16.2019 What is the right amount of risk? Jackie and Monica discuss how they help clients find out the appropriate amount of risk they should be taking in their portfolio. Also, Ed Slott's recommendations on Roth IRAs and Bob Barker's thoughts on a successful career and retirement.
12.09.2019 Financial Planner vs Financial Advisor Jackie and Monica discuss the difference between a financial planner and an advisor. Plus, the #1 question about retirement and RMD strategies.
11.18.2019 Developing Income in Retirement This week, Jackie and Monica discuss how to build your own income after you get your last paycheck, with a special focus on small business owners.
11.11.2019 401k Strategies and Year End Planning This week, Jackie and Monica review some options available in 401k plans that you might not know about, and why the end of the year is a great time to get started on planning for the future.
11.04.2019 Three New Retirement Rules This week, Jackie and Monica discuss Jackie's new article that appeared in Forbes in September 2019, 3 New Retirement Rules That May Change Retirement As We Know It.
10.28.2019 Bo Bice Interview This week, Jackie got the opportunity to sit down with former American Idol contestant, Bo Bice. They discuss his life and career, as well as his new projects.
10.21.2019 GE Pensions and RMDs This week, Monica and Jackie discuss the recent news about GE freezing pensions for 20,000 employees and the importance of having a tax plan for your retirement income.
09.30.2019 Cognitive Decline This week, Jackie and Monica discuss a difficult topic: Cognitive decline. What steps can you take now to make sure you and your family are taken care of before health problems take their toll?
09.23.2019 Explaining Titles and Designations The letters that appear after someone's name can be confusing. This week, Jackie explains the different designations she has earned to help assist her clients with various aspects of their retirement plans.
09.16.2019 Protecting Your Retirement This week, Monica and Jackie talk about understanding the level of risk investors are taking in their portfolio. They outline how they help people learn more about the shift from growing retirement savings to protecting what has already been saved ...

Older episodes

Beyond the Money

What's Beyond the Money about?

Download our free app to listen on your phone

Beyond the Money episodes:

Moving past the tax deadline

Minimizing Your Tax Burden

Robo Advisors and Forced Retirement

Don't Forget About Taxes and Inflation!

Market volatility and preparing for higher taxes

How will the election impact your portfolio?

California's Radical Tax Solution

Main Street vs Wall Street

What can wreck you retirement plan?

Tax Efficiency and Getting an Income Quote

Mental Health with Lisa Gunther

Pensions and Income

Tax Traps and Planning

Mid-year portfolio review and Risk allocation

Confidence in Retirement

Retirement Planning for Men and Women

A rush to Roth and how to plan for couples

Pensions and RMDs

Making Retirement Simple

Healthcare in retirement and keeping taxes low

Update on employer payroll credits and loan forgiveness guidelines

Effective Listening and Communication in the Digital Age

Understanding your financial position

Are you on track for a successful retirement?

Coping Skills for Today and Beyond with Lisa Gunther

SBA and PPP Loan update

Five financial moves to make during the lockdown

Is a quick rebound possible?

What to do with your stimulus payment

Working through the Coronavirus crisis

Coronavirus and the Market Response

Reacting to the market downturn

Volatility and the Importance of Planning

Volatility and Taxes

Taxes and Retirement Money Moves

Tim Tebow Foundation and Snowbirds

Behind the scenes of retirement planning

The Emotional Impact of Retiring

2020 Market Outlook

The SECURE Act

What is the right amount of risk?

Financial Planner vs Financial Advisor

Developing Income in Retirement

401k Strategies and Year End Planning

Three New Retirement Rules

Bo Bice Interview

GE Pensions and RMDs

Cognitive Decline

Explaining Titles and Designations

Protecting Your Retirement