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

Sometimes It's Ok To Be a L...

05.23.2022

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, ...

Beyond the Money episodes:

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 ...
03.21.2022 Tax Code Changes That Will Affect Your Beneficiaries Hang on because in this episode we get a rare appearance from Sassy Jackie! The IRS has implemented changes to the tax code that will directly affect how your beneficiaries receive an inheritance and Jackie Campbell is not happy about ...
03.14.2022 Updating Your "When" File In this episode Jackie Campbell and Monica Haberlin discuss the options of taking a big lump sum payout in a pension and how to understand if it's a good offer. Plus, how do you leave an inheritance for your hot ...
03.07.2022 Market Perspective on Russia's Invasion of Ukraine In this episode Jackie Campbell and Monica Haberlin add some perspective on how the unrest in Ukraine is affecting your portfolios. Plus, is now the time to be panicked or is it best to stay the course with your plan. ...
03.02.2022 Is an Annuity Better Than a 401(k)? In this episode Jackie Campbell and Monica Haberlin detail the pros and cons of an Annuity. They can provide long-term savings, tax-deferred growth and probate-free ways of passing assets to beneficiaries, but why do some argue that an annuity is ...
02.28.2022 What Needs To Happen to Fight Soaring Inflation Florida is a great place to live and it's predicted to become even more popular in 2022. Jackie Campbell and Monica Haberlin discuss the pros and cons of moving or retiring to Florida. Plus inflation continues to dominate the headlines, ...
02.21.2022 Breaking the Wrong Records This week Monica Haberlin and Corey Ward discuss the latest inflation numbers, which have increased to 7.5%, the largest since 1982. What kind of interest rake hikes should we be preparing for? Also, some advisors love Annuities while some think ...
02.16.2022 Age Discrimination When Returning to Work Since the start of the Pandemic, we have heard of The ‘Great Resignation’ from adults leaving the work force, but that has morphed into ‘Great Reshuffle’ with many now trying to re-enter the workforce. Furthermore, AARP found that nearly 80% ...
02.14.2022 Time to be Defensive with your Portfolio? One of the questions the market is struggling with is if the Fed will be able to tame inflation with multiple interest rate hikes. Jackie Campbell and Monica Haberlin debate if it's time to put your portfolios in defensive mode. ...
02.09.2022 Don't Fall For "Schmuck" Insurance Jackie Campbell and Monica Haberlin detail some of the challenges women face in retirement planning and why it's so important for both members of a marriage to be on the same page. Plus, some call Crypto "Schmuck" insurance. Is that ...
02.07.2022 What TB12 Can Teach Us About Retirement The GOAT Tom Brady is retiring and while he may be in the top 1%, Monica Haberlin (Brady's biggest fan) reminds us there is something we can all learn from his financial structure. Plus, the shaky market continues to be ...
02.02.2022 Ignore These Pieces of Advice In this episode Jackie Campbell and Monica Haberlin break down some of the financial advice you should ignore and popular tips they don't find helpful. Plus how to combat inflation while not damaging your nest egg and finally Monica has ...
01.31.2022 Worth the Risk to "Hang in There?" In this episode Jackie Campbell and Monica Haberlin break down the current market volatility and if it's better to hang in there or should you move to asset protection? Plus, we are officially in "tax season" and the IRS is ...
01.26.2022 Keep Your Expectations in Check A new survey revealed that over 20,000 retirement portfolios are in danger of too much risk. In this episode Jackie Campbell and Monica Haberlin detail why a portfolio review is important but you have to keep your expectations in check. ...
01.24.2022 The Power of Planning & Knowing One of the mission statements Jackie Campbell lives by is "Prior Planning Pays". In this episode Jackie and Monica Haberlin detail why planning and preparation is so important. There are things in life you can control, but what about the ...
01.17.2022 Get Ahead of the Retirement Planning Curve Thanks for listening to the Beyond the Money Podcast, this means you are looking for clarity on your financial situation or you are preparing for a successful retirement. However many adults are not properly prepared for retirement and already working ...
01.10.2022 Importance of Creating a Plan & Taking Down Christmas Lights! In this episode Jackie Campbell and Monica Haberlin understand procrastination. We delay cleaning the garage, folding laundry or taking down Christmas Lights (it's time). However, Jackie explains why creating an Estate Plan is something you need to stop putting off. ...
01.05.2022 2022 Fears in Retirement Planning In this episode, Jackie Campbell and Monica Haberlin discuss the importance of not having "resolutions" but instead focusing on financial "goals" for the new year. Speaking of, Jackie reveals what clients are most worried about going into 2022. Plus, change ...
12.27.2021 Preparing for a Market Downturn In this episode Jackie Campbell and Monica Haberlin discuss the extreme volatility in the stock market, which could mean a major selloff is just around the corner and if we should be concerned about a downturn. Plus, inflation is affecting ...
12.20.2021 Power of Being Independent In this episode Jackie Campbell and Monica Haberlin discuss the power of being an independent advisor and how it makes a difference in the services they have to offer. Plus, The red-hot market has made a lot of stock portfolios ...
12.15.2021 Do This Before 2022 to Benefit Your Portfolio We kick things off talking about the Child Tax Credit and how to opt out if you don't want it. Jackie says, just because you get a check from the Government, it doesn't mean you have to spend it. Plus, ...
12.13.2021 How the Holidays Affect The Market The market is volatile and in this episode Jackie Campbell and Monica Haberlin detail how to position your investments in a shaky market. Plus, they detail the importance of having buckets that can help protect yourself for when the shift ...
12.06.2021 Stop Double Checking Your Portfolio! In this episode Jackie Campbell and Monica Haberlin discuss the pros and cons of checking your portfolio too much, plus how concerned should we be about the debt ceiling? Or has it become too political? Finally, Jackie details the most ...
11.29.2021 $68 Trillion is up for Grabs. Who Wants It?! In this episode, Jackie Campbell and Monica Haberlin detail the massive amount of money about to flood the economy, in the form of inheritance. However, most of that money is wasted due to legal squabbles, bad investments or uneducated money ...
11.22.2021 What Millennials Can Teach Us About Investing In this episode Jackie Campbell and Monica Haberlin discuss the new trend of Millennials avoiding financial guidance and instead investing in Crypto currency. Jackie details the pros and cons of this risky investment, but why it could also be beneficial. ...
11.17.2021 Don't Let Inflation Ruin The Holidays In this episode Jackie Campbell discusses how rising inflation will affect your Holiday plans, but there are steps you can take to minimize the pain. Plus, what's an I-Bond and is it too good to be true? Finally, we put ...
11.15.2021 Easy Forms of Extra Income in Retirement In this episode Jackie Campbell discusses some options you may have for extra income in retirement. This doesn't mean you have to go back to work (you can), but there are other ways to supplement your income. Plus, what's more ...
11.10.2021 What to Consider When Choosing an Advisor In this episode Jackie Campbell and Monica Haberlin discuss mistakes adults make when choosing a financial advisor. Plus, some retirees are terrified to spend their own hard earned money. Jackie details why people are scared to live life to the ...
11.08.2021 Year End Tax Planning Strategies and Emergency Funds Jackie Campbell says you need to have a strategy for taxes all year, not just in April. Fall and Winter could be the most important time to get a plan together. In this episode Jackie and Monica discuss the importance ...
11.03.2021 Retirement Mistakes to Avoid In this episode we have a story about a banker who spent 38 years in the business but still failed at retirement. Jackie Campbell and Monica Haberlin detail the mistakes he made and how you can avoid doing the same. ...
11.01.2021 Preparing Your End of Year Financial Checklist A new survey says 28% of adults will start their Holiday shopping immediately after Halloween. But how many have started their end of year financial checklist? Jackie and Monica detail some of the steps you need to take now to ...
10.27.2021 Joys of Leaving The Kids With Nothing In this episode, Jackie Campbell and Monica Haberlin discuss the pros and cons of not leaving your family an inheritance. Speaking of family, they detail why a 529 College Fund only works for specific retirees. Also we have a Crypto ...
10.25.2021 New Trend in Annuities That's Gaining Popularity In this episode Jackie explains why tax planning is important, it's just one step in a full retirement strategy. Plus, there is a poplar trend in Annuities that more companies are leading to, but is it right for everyone? For ...
10.20.2021 New Number One Fear in Retirement A lot of talk this week out of Washington about raising the debt ceiling. Will this impact your social security benefits and stimulus payments or is it just part of the process. Plus, for years, the number one concern in ...
10.18.2021 Beyond the Money Special: Navigating Real Estate in a Shaky Market In this episode Jackie Campbell and Monica Haberlin are joined by local realtor Mike Constatine. Mike is ranked in the top 1% Globally for RE/Max International and a trusted friend of Campbell and Company. They discuss how to get the ...
10.13.2021 Beware of Tax Gimmicks! There is a tax plan that in the end could negatively affect your current tax plan. Jackie and Monica discuss the damage these higher rates could have on your investments. plan that could negatively affect your current tax plan that ...
10.11.2021 Lets Talk About Your Buckets You hear about having the right "buckets" in retirement and that you need to make sure each one has the right amount allocated, but exactly what are these buckets? Jackie and Monica detail ways to properly prepare for retirement with ...
10.05.2021 Proper Retirement Planning Takes Time Think about the time you spent planning for your wedding. Now think about how much time you spend planning for your retirement? Which one received more time and which one needs more time? Sadly, we spend more time planning for ...
09.29.2021 Tips For Small Business Owners In this episode, Jackie and Monica talk to small business owners about little steps to make now to save time and struggles in the future. You can also use these in everyday life too. For example, what is a "when" ...

Older episodes

Beyond the Money

What's Beyond the Money about?

Download our free app to listen on your phone

Beyond the Money episodes:

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

Tax Code Changes That Will Affect Your Beneficiaries

Updating Your "When" File

Market Perspective on Russia's Invasion of Ukraine

Is an Annuity Better Than a 401(k)?

What Needs To Happen to Fight Soaring Inflation

Breaking the Wrong Records

Age Discrimination When Returning to Work

Time to be Defensive with your Portfolio?

Don't Fall For "Schmuck" Insurance

What TB12 Can Teach Us About Retirement

Ignore These Pieces of Advice

Worth the Risk to "Hang in There?"

Keep Your Expectations in Check

The Power of Planning & Knowing

Get Ahead of the Retirement Planning Curve

Importance of Creating a Plan & Taking Down Christmas Lights!

2022 Fears in Retirement Planning

Preparing for a Market Downturn

Power of Being Independent

Do This Before 2022 to Benefit Your Portfolio

How the Holidays Affect The Market

Stop Double Checking Your Portfolio!

$68 Trillion is up for Grabs. Who Wants It?!

What Millennials Can Teach Us About Investing

Don't Let Inflation Ruin The Holidays

Easy Forms of Extra Income in Retirement

What to Consider When Choosing an Advisor

Year End Tax Planning Strategies and Emergency Funds

Retirement Mistakes to Avoid

Preparing Your End of Year Financial Checklist

Joys of Leaving The Kids With Nothing

New Trend in Annuities That's Gaining Popularity

New Number One Fear in Retirement

Beyond the Money Special: Navigating Real Estate in a Shaky Market

Beware of Tax Gimmicks!

Lets Talk About Your Buckets

Proper Retirement Planning Takes Time

Tips For Small Business Owners