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

Confidence in Retirement

06.29.2020

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.

Beyond the Money episodes:

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 ...
09.09.2019 Common Mistakes Made Before Retirement On this week's episode, Jackie and Monica discuss some of the common mistakes people make as they approach their retirement years and how to avoid those mistakes.
08.26.2019 Interest Rates & Your Retirement Number In this episode, Jackie and Monica discuss the Fed’s decision to drop interest rates and what that could do to your retirement savings. Also, how much money do you need to feel confident in retirement, according to a Charles Schwab ...
08.19.2019 Taxes and Titles This week, Jackie and Monica discuss the importance of learning about taxes and break down some of the various titles people might not be familiar with in the financial industry.
08.05.2019 Social Security and Inflation On this week's episode of Beyond the Money, Jackie and Monica discuss how to get the most out of Social Security and how to prepare for cost of living increases in retirement.
07.22.2019 Money Mistakes This week, Jackie and Monica discuss some common mistakes they see people making with their money. Learn what you should avoid on your road to a successful retirement.
07.15.2019 How to Make Your Money Last Longer How can you make sure your money lasts as long as you do? In this episode, Jackie and Monica talk about ways to beat inflation by maximizing Social Security benefits and reducing spending.
06.25.2019 Income, Taxes, & Social Security How do you get the most out of your money between retirement and age 70? In this episode, Jackie and Monica discuss the three important factors that you must get right in retirement; Income, Taxes and Social Security.
06.18.2019 401k's and Living It Up In Retirement For many, a 401k is the most common way to save for retirement. But are you doing it right? In this episode Jackie and Monica discuss your 401k options and finding the "sweet spot," so you can "live it up" ...
06.11.2019 The Big Mistake of NOT Having a Written Retirement Plan Fidelity says 75% of Americans polled feel "not confident at all" about their financial future. What about you? Jackie and Monica discuss why you should have a written plan for retirement.
06.04.2019 SECURE Act - Changes to your retirement plans The U.S. House of Representatives passed a bill that represents the first major change to retirement plans since 2006. Including changes 401Kk) plans, IRA's and Required Minimum Distributions. Jackie and Monica discuss how these changes affect you.
05.27.2019 Social Security and Sequence of Returns Jackie and Monica discuss Social Security and Sequence of Returns, a little know term that can wipe out your retirement savings.
05.20.2019 Retirement Rules Jackie and Monica share some rules for retirement to avoid finanical regrets later in life.
05.13.2019 Avoiding Retirement Mistakes and Business Planning We only get one shot at retirement, in this episode Jackie and Monica discuss ways to avoid costly mistakes and help with business planning.
05.06.2019 How Much For Retirement and Uncertainties Jackie and Monica talk about how much money you will need when you retire and they discuss some of the uncertainties you will experience during your retirement.

Older episodes

Beyond the Money

What's Beyond the Money about?

Download our free app to listen on your phone

Beyond the Money episodes:

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

Common Mistakes Made Before Retirement

Interest Rates & Your Retirement Number

Taxes and Titles

Social Security and Inflation

Money Mistakes

How to Make Your Money Last Longer

Income, Taxes, & Social Security

401k's and Living It Up In Retirement

The Big Mistake of NOT Having a Written Retirement Plan

SECURE Act - Changes to your retirement plans

Social Security and Sequence of Returns

Retirement Rules

Avoiding Retirement Mistakes and Business Planning

How Much For Retirement and Uncertainties

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