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 already throwing up red flags. Jackie details the importance of having a tax strategy. Finally, WWJD?

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

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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. Plus, new year, new observations on Crypto. Is it still a hot trend or should you add it to your portfolio. 

For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

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 things that are out of your control? How do you prepare for the unknown? Plus, Jackie Campbell explains what Markey Guard is, how it helps and why so few advisors have access to it. 

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

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 from behind the curve. Jackie and Monica discuss how you can properly prepare or catch up on your retirement plans. Plus, the IRS wants tax dollars and they will get it, even if that means going after criminals! Jackie details how to have a proper tax strategy going into tax season. 

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

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. Plus, Monica derails one of retirements biggest myths. 

For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com

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 is rarely good, but one Financial Expert thinks there should be a permanent change to how RMD's are handled. 

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.dot.com

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 our daily buying power, but how do we maintain our standard of living in retirement and account for inflation as we plan how much we should be saving? 

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

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 look great compared to last year. Jackie and Monica detail the need to ‘rebalance’ percentages in terms of stocks versus bonds and the impact it can make. 

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

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, should we adjust the "4% rule" because of inflation? Jackie reminds retirees that the "4% rule" is just that, a rule. Finally, what we need to do now to our finances before the calendar flips to 2022. 

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or online at www.mycampbellandco.com 

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 happens. Plus, is there a traditional "Holiday Trend" in the market?

For more information or to schedule a consultation with Campbell and Company call 727-334-0024 or online at www.mycampbellandco.com