Beyond the Money

By Jackie Campbell

Education Business Investing

What's Beyond the Money about?

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s with almost 30 years of helping build successful retirements. Monica Haberlin is a tax planning strategist for individuals and business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.

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LAST EPISODE

Let the Celebration Begin!

02.06.2023

Jackie Campbell discusses the good, the bad, the challenges and successes of 30 years of Campbell and Company! Plus, is there something to taking the "Brady" approach to retirement? Finally, with the market volatility, will you be sipping champagne or ...

Beyond the Money episodes:

02.06.2023 Let the Celebration Begin! Jackie Campbell discusses the good, the bad, the challenges and successes of 30 years of Campbell and Company! Plus, is there something to taking the "Brady" approach to retirement? Finally, with the market volatility, will you be sipping champagne or ...
01.30.2023 Preparing for 2-3 Years of No Growth Jackie Campbell and Monica Haberlin discuss the Fed's attempt to slow inflation, which could result in a possible 2-3 years of slow to no growth in the market. Plus, what issues should you prepare for regarding your Social Security in ...
01.23.2023 Understanding "Wealth" Anxiety Jackie Campbell discusses the latest CPI and if it's trending in the right direction to limit the damage to your retirement budget. Plus, dealing with anxiety in wealth management and how eliminate the emotional aspects. Finally, the latest sport that ...
01.16.2023 Downsides of Retirement Jackie Campbell and Monica Haberlin discuss the SECURE ACT 2.0 and how it could affect your retirement planning. Plus, we like to think retirement will be bright skies and happy days, but there are some real financial downfalls to leaving ...
01.09.2023 Hard Lessons Learned from 2022 Jackie Campbell and Monica Haberlin recap a tough 2022 for the economy and our finances, but more importantly they discuss lessons learned with the hindsight of 20/20. Plus, have we hit the bottom or should we prepare for more volatility ...
01.02.2023 Setting Real Expectations for 2023 Jackie Campbell and Monica Haberlin talk goals for 2023 and what we can expect from the team at Campbell and Company next year. Plus, new inflation numbers are out, so is this the beginning of the end of record high ...
12.26.2022 Unseen Tax Advantages What can an 8 year old teach us about finding advantages to benefit our tax plans? Plus, information about your inheritance and how it can affect an IRA. For more information or to schedule a consultation call 727-334-0024 or visit ...
12.19.2022 Tax Savings + Kids Admiration = Best Parents Ever Jackie Campbell details how a QCD could help your RMD, but you need to act fast as time is running out. Plus, there is a way to save on your taxes and have the admiration of your kids. It's possible ...
12.12.2022 End of Year Financial Focus Jackie Campbell and Monica Haberlin discuss what your financial focus should be as we approach the end of the year. Plus, how a fruitcake is like an annuity? Finally, what is Market Guard and how can it help your investing ...
12.07.2022 Greg Maddux Joins Beyond the Money Jackie and Scott Campbell sit down with 8x All Star, Gold Glove Winner and World Series Champion Pitcher Greg Maddux. They discuss getting into the game, the Braves "firing squad", and life after baseball. For more information on Campbell and ...
12.05.2022 Financial Emotion vs Fiscal Logic Jackie Campbell and Monica Haberlin discuss your End of Year tax strategies and what should be on your tax checklist as we roll into 2023. Plus, the power of a 2nd opinion and taking emotion out of financial planning. For ...
11.23.2022 Tom Glavine Joins Beyond the Money Jackie and Scott Campbell took a bucket list trip to Scotland and while there had the chance to sit down with 10x All Star, World Series Champ & MLB Hall of Famer Tom Glavine. They talk longevity in sports, playing ...
11.21.2022 Weird Reason to Celebrate Jackie Campbell breaks down the latest CPI number and if it's a reason to celebrate or buckle up. Plus, if you get laid off, could it be a little blessing in disguise? Finally, is $1.2 Million enough to have a ...
11.14.2022 Little Financial Blessings in Disguise With the midterm elections behind us, Monica Haberlin explains what it means next for the economy and if the Biden Administration will recognize a recession. Plus, layoffs in the tech industry have begun, so what do you need to know ...
11.07.2022 Is $1M Enough to Retire? Monica Haberlin offers advice to adults who are terrified to open their statements because of the damage done by the down market. Plus, for some retirees, $1.2M is still not enough to retire, but Monica says for most, that's plenty. ...
10.31.2022 How Voting Red or Blue Will Affect Your Green Monica Haberlin details the 60/40 mix and if an Annuity may be a good replacement for Bonds which are suffering in the down market. Plus, why you need to take advantage of an I-Bond now before rates disappear and how ...
10.17.2022 Record Adjustments to Social Security Benefits This week Jackie Campbell grades the Federal Reserve on how they have handled inflation (spolier alert: they fail). Plus, how could an IBond benefit your portfolio during a shaky market and why it's something the Government gets right. Finally, adults ...
10.10.2022 Retirement Lessons from Mother Nature Jackie Campbell and Monica Haberlin discuss what we can learn from Hurricane Ian and the importance of protection when it comes to your home and money. Also, why you should have a good offense and defense with your annuity plan ...
10.03.2022 Mistakes That Easily Derail Your 401k Strategy Jackie Campbell and Monica Haberlin discuss the importance of having a strong and updated 401k strategy. They detail the often overlooked elements of a 401k that could cost you money and the one mistake most adults make when setting up ...
09.26.2022 Eliminate Risk, Eliminate Worry Jackie Campbell and Monica Haberlin discuss how the market has affected the top and bottom 50% of adults and why some choose to eliminate risk to eliminate worry. Plus, what tax strategy can we learn from the passing of Queen ...
09.19.2022 Invest Like a Woman Jackie Campbell talks about the latest CPI number and while it's dropping, it's still at record high levels and causing market issues. Plus, why you should "invest like a woman" and the power of being comfortable with your financial advisor. ...
09.12.2022 Improving Your Tax Obligation, NOW In this episode Monica Haberlin talks about the Inflation Reduction Act and how it could affect your healthcare tax credits. Plus the importance of de-risking your 401k and why you are leaving money on the table. Finally, why you need ...
09.07.2022 Beyond The Money Extra: John Edwards Joining Jackie Campbell is John Edwards a local independent property and casualty consultant. John talks about the ever changing rules covering your property and homeowners insurance. John works with Jackie and the team at Campbell and Company to help the ...
09.05.2022 Labor Day Financial Checklist Jackie Campbell and Monica Haberlin discuss the items you need to double check in your financial portfolio as we exit Summer and prepare for Fall. Plus, how Market Guard could benefit your retirement planning and how the team at Campbell ...
08.29.2022 Did You Get The Recession Memo? Jackie Campbell and Monica Haberlin explain that the technical definition of a recession is two straight quarters of negative growth, but many believe the U.S. economy didn’t get the recession memo. So, how can the team at Campbell and Company ...
08.22.2022 The "Fatal Flaw" with Target Date Funds Jackie Campbell and Monica Haberlin discuss the Inflation Reduction Act and how it could positively affect your SS COLA. Plus, we continue the discussion about I-Bonds and how they could benefit our income stream, if you can be patient. Finally, ...
08.15.2022 Making Sense of the Inflation Reduction Act Jackie Campbell and Monica Haberlin break down the pros and cons of the Inflation Reduction Act. More importantly, what should we do now to protect ourselves from proposed tax increases. Plus, is it time to look at a ROTH Conversion ...
08.08.2022 Preparing for a "Severe" Financial Crisis This week Jackie Campbell explains how receiving an inheritance could be as beneficial as winning the lottery, if you make the right moves. Plus, one economist says we need to prepare for a "severe" financial crisis. Is there any truth ...
08.01.2022 You Need to be Uncomfortable This week, Monica Haberlin talks about how adults need to get "uncomfortable" with their retirement plans and how getting out of your comfort zone is good for you. Plus, where are we in a recession? Beginning? Middle? The end? Finally, ...
07.25.2022 Market Guard CEO Brad Jenkins In this episode Jackie Campbell sits down with Brad Jenkins, the Creator & Chief Investment Officer at Market Guard. The Market Guard strategy was created to empower clients with the highest probability of investment success, while helping to protect their ...
07.18.2022 Is the "60/40 Method" Still Valid or Outdated In this episode Jackie Campbell and Monica Haberlin discuss the 60/40 Method and if it's still a good option in a down market or if it's become outdated. Plus, what is the Retirement Red Zone? We hear about it often ...
07.11.2022 Gender Roles in Retirement In this episode Jackie Campbell and Monica Haberlin detail the importance of having a good 401k strategy in a down market, plus they define a "bear" market and how it affects your portfolio. Finally, they explain the importance of having ...
07.04.2022 Unfortunate Downsides to Retirement In this episode Jackie Campbell and Monica Haberlin detail what a "mild recession" really is and the effects it could have on your portfolio. Plus, the reality is that retirement is not 100% unicorns and sparkles. Jackie and Monica discuss ...
06.27.2022 Preparing For Your "Second 50" In this episode Jackie Campbell details why the Fed was forced to increase interest rates and if there is a silver lining to it all. Plus, what you should do to prepare for your Second 50. As you approach the ...
06.20.2022 VP Mike Pence Talks Social Security In this episode Jackie Campbell and Monica Haberlin discuss the latest RECORD HIGH inflation numbers and how they are adjusting portfolios to accommodate clients retirement plans. Plus we hear from former Vice President Mike Pence who has some interesting thoughts ...
06.13.2022 3 Questions To Ask Your Financial Advisor In this episode Monica Haberlin and Corey Ward answer the 3 big questions you should be asking your financial advisor. What are their goals? What do they expect from us? What brought you to this specific chapter in life? Plus, ...
06.06.2022 Has Your 401(k) Become a 301(k)? Jackie Campbell and Monica Haberlin discuss the shaky market and the affect it could have on your 401(k), but more importantly, what you can do about it. Plus, are we in a Bear Market and what will that do to ...
05.30.2022 Fluffy Puppy Indicator? In this episode Jackie Campbell and Monica Haberlin detail the power of Market Guard and how it can help protect your retirement assets. Plus, the importance of "planning" and why Jackie lives by the creed of "Proper Planning Pays" in ...
05.23.2022 Sometimes It's Ok To Be a Little Creepy Jackie Campbell and Monica Haberlin discuss the volatile market and if they see it getting worse before it gets better and if the two-tenths of a CPI drop is even worth celebrating? Plus, when it comes to the initial consultation, ...
05.16.2022 A Recession Isn't All Bad News In this episode Jackie Campbell and Corey Ward talk about the real possibility of a recession and what good could come from it. Plus, do you have any life regrets? What about financial regrets? Jackie details some of the biggest ...
05.09.2022 Women Facing More Retirement Challenges In this episode Jackie Campbell and Monica Haberlin discuss the challenges women face in retirement planning and the one "fact" that most overlook. Plus, what are the pros and cons of using a "robo" advisor. They may be convenient but ...
05.02.2022 Are We Leaning Towards or Away from a Recession? In this episode, Jackie Campbell and Monica Haberlin discuss collections like comic books, guns, coins, etc. and if they should be part of your overall retirement plan. Plus, does the shaky market mean we are leaning towards or against a ...
04.27.2022 $1 Million Is No Longer The Standard In this episode Jackie Campbell and Monica Haberlin detail what we can learn from the ultra, mega, super rich. While they may never need to work again, some billionaires have a work ethic that retirees can lean from. Plus, how ...
04.25.2022 Tax Prep vs Tax Planning In this episode, Jackie Campbell and Monica Haberlin exhale after an exhausting tax season. However, just because you sent your taxes to the IRS, doesn't mean you're done with it for the year. They detail tax prep vs tax planning, ...
04.18.2022 Spring Cleaning Your Portfolio In this episode Jackie Campbell details the first steps you should take when receiving a life changing sum of money. Plus, how inflation continues to chip away at your nest egg and tips on how you can curb some of ...
04.11.2022 Costly Dating Trend with Retirees In this episode Jackie Campbell and Monica Haberlin discuss continued inflation and how some adults are delaying retirement plans because of it. Plus, divorce is a reality in life but a new dating trend with Boomers is depleting retirement nest ...
04.04.2022 Latest Round of Tax Scams Targeting Adults In this episode Jackie Campbell and Monica Haberlin talk about how glorious naps are but what needs a wake up call in your retirement plan. Plus, tax season means tax scams. Monica details some of the ways to recognize new ...
03.30.2022 Being an Adult is Hard Jackie Campbell answers a listener question about how your Social Security benefits could and will affect your taxes. Plus, being an adult is hard and we have a story about how a board game taught one little boy the realities ...
03.28.2022 The Feds Impact on Annuities In this episode Jackie Campbell and Monica Haberlin discuss how the community is feeling the pain of $4 and $5 gas, which has a domino effect on our utility bills, food prices and more. They offer some tips on how ...
03.23.2022 Financial Spring Cleaning As we roll into Spring, Monica Haberlin has a few items to put on your "Financial Spring Cleaning" checklist and Jackie Campbell defines a "back door ROTH" and who it benefits. For more information on Campbell and Company or to ...

Older episodes

Beyond the Money

What's Beyond the Money about?

Download our free app to listen on your phone

Beyond the Money episodes:

Let the Celebration Begin!

Preparing for 2-3 Years of No Growth

Understanding "Wealth" Anxiety

Downsides of Retirement

Hard Lessons Learned from 2022

Setting Real Expectations for 2023

Unseen Tax Advantages

Tax Savings + Kids Admiration = Best Parents Ever

End of Year Financial Focus

Greg Maddux Joins Beyond the Money

Financial Emotion vs Fiscal Logic

Tom Glavine Joins Beyond the Money

Weird Reason to Celebrate

Little Financial Blessings in Disguise

Is $1M Enough to Retire?

How Voting Red or Blue Will Affect Your Green

Record Adjustments to Social Security Benefits

Retirement Lessons from Mother Nature

Mistakes That Easily Derail Your 401k Strategy

Eliminate Risk, Eliminate Worry

Invest Like a Woman

Improving Your Tax Obligation, NOW

Beyond The Money Extra: John Edwards

Labor Day Financial Checklist

Did You Get The Recession Memo?

The "Fatal Flaw" with Target Date Funds

Making Sense of the Inflation Reduction Act

Preparing for a "Severe" Financial Crisis

You Need to be Uncomfortable

Market Guard CEO Brad Jenkins

Is the "60/40 Method" Still Valid or Outdated

Gender Roles in Retirement

Unfortunate Downsides to Retirement

Preparing For Your "Second 50"

VP Mike Pence Talks Social Security

3 Questions To Ask Your Financial Advisor

Has Your 401(k) Become a 301(k)?

Fluffy Puppy Indicator?

Sometimes It's Ok To Be a Little Creepy

A Recession Isn't All Bad News

Women Facing More Retirement Challenges

Are We Leaning Towards or Away from a Recession?

$1 Million Is No Longer The Standard

Tax Prep vs Tax Planning

Spring Cleaning Your Portfolio

Costly Dating Trend with Retirees

Latest Round of Tax Scams Targeting Adults

Being an Adult is Hard

The Feds Impact on Annuities

Financial Spring Cleaning