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

Crippling Fear of Running O...

04.21.2021

Jackie Campbell and Monica Haberlin discuss the reality that some people approaching retirement have a crippling fear of running out of money. They offer some advice on how to find that sweet spot of feeling financially secure while enjoying fulfilling ...

Beyond the Money episodes:

04.21.2021 Crippling Fear of Running Out of Money Jackie Campbell and Monica Haberlin discuss the reality that some people approaching retirement have a crippling fear of running out of money. They offer some advice on how to find that sweet spot of feeling financially secure while enjoying fulfilling ...
04.19.2021 Why a Tax Strategy is More Important Than an Investment Strategy Jackie Campbell and Monica Haberlin talk about why a good tax strategy is more important than a good investment strategy. Are you taking advantage of tax laws that can work towards your advantage? Jackie and Monica offer tips and insight ...
04.14.2021 Rising Inflation Will Immediately Impact Your Retirement Plans Jackie Campbell and Monica Haberlin discuss rising inflation and how it will impact the long term success of your retirement. We hear a lot about "inflation hedges" but what does it really mean? Plus, is it better to have diversification ...
04.12.2021 Why The Upcoming Tax Increase is a Colossial Lie This Week Jackie Campbell and Monica Haberlin talk about the upcoming tax increase and why it will affect everyone, not just the wealthy. Jackie details the 3 ways it will hit all income levels. They also discuss why it's so ...
04.07.2021 Bear vs. Bull Market and Which One is Set To Return Jackie Campbell and Monica Haberlin discuss the difference between and Bear and Bull Market and which one is good for our retirement. Plus, is the old phrase "a penny saved is a penny earned" still relatable when it comes to ...
04.05.2021 A High Income and Small Business Tax Increase is Coming! Jackie Campbell and Monica Haberlin discuss a new tax from the Biden Administration that will affect high income earners and could affect your small business. Unfortunately, while this tax was proposed to only hit top salaries, most everyone will be ...
04.02.2021 Financial Advice For The Kids Jackie Campbell and Monica Haberlin not only guide us towards financial independence but they also provide their kids advice on how to save money. We asked Jackie and Monica to share the advice they give their own kids. For more ...
03.31.2021 Financial Advice For Those Without A Financial Advisor Jackie Campbell and Monica Haberlin understand that you spend most of your life controlling your own finances and turning that over to someone else can be emotional. They discuss the importance of having a Financial Advisor to work with you ...
03.29.2021 Real Reason Tax Day 2021 Was Moved Jackie Campbell and Monica Haberlin discuss the reasons behind moving Tax Day from April 15th to May 17th. Was the move to help us or to help a backlogged IRS. Plus, they offer tax tips you may not have thought ...
03.24.2021 Biggest Misconceptions in Retirement Jackie Campbell and Monica Haberlin discuss some of the biggest misconceptions in retirement. We assume after we quit working life will be nothing but spending time with the grandkids, golf and vacations. However, there are a handful of issues that ...
03.22.2021 Retirement Accounts Are Infested With Taxes This week Jackie Campbell and Monica Haberlin talk about new and complicated tax laws that will definitely affect you in retirement. Furthermore, business owners will feel the pinch from new tax changes and this could happen as early as 2022. ...
03.17.2021 Another Tax and Handling Inflation This week Jackie and Monica discuss ANOTHER tax coming from the Biden Administration and while Washington Politicians claim it won't affect the average American, there is a real chance it will. Also, inflation is not bothering the Federal Reserves, but ...
03.15.2021 Setting Up Estates and Wills This week Jackie Campbell and Monica Haberlin discuss the importance of setting up an Estate and Will. Commonly people don't dedicate much time to an Estate, but without proper planning, trying to make changes at the last minute can be ...
03.10.2021 President Biden's New Tax and Bad Tax Deductions This week Jackie Campbell and Monica Haberlin discuss a proposed new tax from the Biden Administration and how it will affect your retirement plan. Plus, we think that "business lunch" can be deducted, but the IRS says not so fast. ...
03.08.2021 Why Jackie Campbell is a Mermaid and a Unicorn On Beyond the Money we often call Jackie Campbell a "Mermaid" or a "Unicorn". It's not just for laughs. This week we discuss why Jackie is one of the most decorated Financial Advisors in the country and what it took ...
03.01.2021 Planning for Inflation and Defining Annuities This week Monica and Corey define what an Annuity is and how it can and should work for you. Plus, inflation will affect all of us, but you have time to get started on a plan to make your current ...
02.22.2021 Tax Preparation vs Tax Planning & Problems with Robo Tax Advisors This week Jackie and Monica dive deep into taxes. How is tax preparation different from tax planning? Plus, Robo Advisors sound convenient, but they miss out on the most important detail of financial planning.
02.15.2021 Hiding Money From Your Spouse and Advice to Younger Self Coming off Valentines weekend, Jackie and Monica talk about couples who can't get on the same page when it comes to retirement savings and if keeping "play money" to the side is questionable. Plus, they talk to the 20 year ...
02.08.2021 Beyond The Money Podcast This week Jackie and Monica discuss the assumptions we make about retirement and how it can slow us down. Plus, President Biden may replace the tax deductions we get for 401K contributions with a tax credit. What does this mean ...
02.01.2021 Beyond The Money Podcast This week Jackie and Monica tackle the rumors of higher inflation in 2021, plus why you need to get started on your 2021 RMD's and what is a "Super Roth" and is it worth a second look?
01.25.2021 Beyond the Money Podcast This week Jackie and new member of the Campbell & Co. family Corey Ward talk about how "do it yourself taxes" sound simple, but they may not meet your needs. Plus, Congress wants to add a tax increase to your ...
01.18.2021 Beyond The Money Podcast Jackie Campbell and Monica Haberlin discuss what to expect from the Biden Administration regarding your taxes, plus should you or your Financial Professional do a majority of talking at your first meeting.
01.11.2021 Beyond the Money Podcast Jackie and Monica discuss new tax laws for 2021 and how to make sure you have enough retirement buckets.
12.23.2020 Beyond the Money Podcast Today Jackie is joined by Lisa Gunther a Licensed Mental Health Counselor and a Christian Mental Mental Health Counselor. They talk about how to navigate the stress of COVID combined with Holiday stress and the best ways to deal with ...
12.21.2020 Beyond The Money Podcast Jackie Campbell and Monica Haberlin discuss what you need to know about your year end checklist and how having too much "ketchup" is a bad thing.
12.14.2020 Legacy Planning for a $9 Trillion Inheritance Over the next few decades, Baby Boomers stand to inherit $9 Trillion. Jackie Campbell and Monica Haberlin explain how to use tax planning to make sure you keep more money in your family estate.
12.07.2020 401(k) Millionaires - What to watch out for The number of 401(k) and IRA millionaires has reached a record high, but what should the savers who own those accounts be watching out for? Jackie Campbell and Monica Haberlin explain how to avoid tax mistakes with retirement accounts.
11.16.2020 How the election will affect your savings and taxes most likely rising Jackie Campbell talks to Mike Fowler, Vice President of Intelligence Services at GroupSense and an information security specialist. She also discusses how most Americans fear that the 2020 Election will hurt their finances, no matter who wins. Plus, your taxes ...
11.09.2020 Optimism about the market and new retirement legislation Jackie and Monica discuss how Americans are feeling about the future of the market and some new legislation that could have a big impact on your retirement savings.
11.02.2020 The first step and relocating in retirement Jackie and Monica describe what it's like to have an initial appointment at Campbell and Co Wealth Advisors and CPAs. They also talk about all the different things to consider when making a decision about relocating to a new state ...
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.

Older episodes

Beyond the Money

What's Beyond the Money about?

Download our free app to listen on your phone

Beyond the Money episodes:

Crippling Fear of Running Out of Money

Why a Tax Strategy is More Important Than an Investment Strategy

Rising Inflation Will Immediately Impact Your Retirement Plans

Why The Upcoming Tax Increase is a Colossial Lie

Bear vs. Bull Market and Which One is Set To Return

A High Income and Small Business Tax Increase is Coming!

Financial Advice For The Kids

Financial Advice For Those Without A Financial Advisor

Real Reason Tax Day 2021 Was Moved

Biggest Misconceptions in Retirement

Retirement Accounts Are Infested With Taxes

Another Tax and Handling Inflation

Setting Up Estates and Wills

President Biden's New Tax and Bad Tax Deductions

Why Jackie Campbell is a Mermaid and a Unicorn

Planning for Inflation and Defining Annuities

Tax Preparation vs Tax Planning & Problems with Robo Tax Advisors

Hiding Money From Your Spouse and Advice to Younger Self

Beyond The Money Podcast

Beyond The Money Podcast

Beyond the Money Podcast

Beyond The Money Podcast

Beyond the Money Podcast

Beyond the Money Podcast

Beyond The Money Podcast

Legacy Planning for a $9 Trillion Inheritance

401(k) Millionaires - What to watch out for

How the election will affect your savings and taxes most likely rising

Optimism about the market and new retirement legislation

The first step and relocating in retirement

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