Beyond the Money
By Jackie Campbell
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Category: Investing
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Episodes: 143
Description
Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.
| Episode | Date |
|---|---|
|
Is Lazy Money Quietly Draining Your Portfolio?
|
Aug 25, 2026 |
|
The 10-Year Tax Trap Most Retirees Never See Coming
|
Aug 18, 2026 |
|
Interview w/ the Founder of Market Guard, Brad Jenkins
|
Aug 13, 2026 |
|
Will Your Family Know What to Do When You’re Gone?
|
Aug 11, 2026 |
|
Is Your Retirement Plan Still on Track?
|
Aug 04, 2026 |
|
The Two Choices Every Retiree Faces About Risk
|
Jul 28, 2026 |
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Why Investing Alone Is Not a Retirement Plan
|
Jul 21, 2026 |
|
The Retirement Blind Spot Most People Miss
|
Jul 14, 2026 |
|
Is Financial Freedom About Money—or Something Bigger?
|
Jul 07, 2026 |
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The 5 Forces That Could Make or Break Your Retirement
|
Jun 30, 2026 |
|
The Risk Behind Today’s Market Momentum
|
Jun 23, 2026 |
|
Scams, Strategy, and Staying Focused in Retirement
|
Jun 09, 2026 |
|
Risk, Markets, and Long-Term Thinking
|
Jun 02, 2026 |
|
The Financial Spring Cleaning You’ve Been Putting Off
|
May 26, 2026 |
|
Test Driving Your Retirement Before It’s Too Late
|
May 19, 2026 |
|
Why the Market Feels Strong While Your Wallet Feels Weak
|
May 12, 2026 |
|
Randy Owen on the Stories Fans Found Inside Alabama’s Songs
|
May 05, 2026 |
|
The Gap Between Tax Prep and Tax Planning
|
Apr 21, 2026 |
|
Navigating Dementia Before Crisis Hits (Interview with Debbie Selsavage)
|
Apr 15, 2026 |
|
Tax Prep vs. Tax Planning: Why the Difference Matters
|
Apr 14, 2026 |
|
Spending, Purpose, and the Next Chapter
|
Apr 07, 2026 |
|
Market Warnings, Oscars, and Your Money
|
Mar 31, 2026 |
|
Redefining Retirement After Leadership (Interview w/ Sarah Trahern)
|
Mar 30, 2026 |
|
Retirement Isn’t the End of Investing
|
Mar 24, 2026 |
|
Celebrating Milestones While Planning Ahead
|
Mar 17, 2026 |
|
Six Birthdays That Can Quietly Cost You—or Save You
|
Mar 03, 2026 |
|
Why Retirement Fear Isn’t About Money
|
Feb 24, 2026 |
|
From Wall Street to Ground Zero: A Life Shaped by History
|
Feb 20, 2026 |
|
What the Trading Floor Was Really Like Before Technology Took Over
|
Feb 20, 2026 |
|
Are You Afraid to Spend Your Own Money?
|
Feb 10, 2026 |
|
Is the American Dream Still Within Reach?
|
Feb 03, 2026 |
|
The Tax Moves Most Retirees Miss
|
Jan 27, 2026 |
|
Math vs. Mindset: The Moment You Finally Give Yourself Permission
|
Jan 20, 2026 |
|
Five Steps to a More Intentional—and Successful—Year
|
Jan 06, 2026 |
|
Is Procrastination Costing Your Retirement?
|
Dec 16, 2025 |
|
Intentional Planning: The Secret to Lasting Wealth and Happiness
|
Dec 09, 2025 |
|
Tax Surprises and Annuity Truths: Are You Prepared?
|
Dec 02, 2025 |
|
From Louvre Heists to Life’s Next Chapter—Protecting Your Retirement
|
Nov 25, 2025 |
|
Is Retirement Really the End—Or Just a New Beginning?
|
Nov 18, 2025 |
|
Gold, Taxes, and Family: The Retirement Balancing Act
|
Nov 11, 2025 |
|
Six Steps to a Storm-Proof Retirement Plan
|
Nov 04, 2025 |
|
Understanding Medicare: What You Need to Know (with Karen Lund)
|
Oct 31, 2025 |
|
Melt-Ups & Mistakes: Moves That Could Destroy Your Retirement Plan
|
Oct 28, 2025 |
|
Gen X on the Edge: Are You Ready for Retirement’s Reality?
|
Oct 21, 2025 |
|
Retirement Shock: Why Taxes Don’t Retire With You
|
Oct 14, 2025 |
|
Beyond the Alphabet Soup: Making Sense of Medicare Choices (with Karen Lund)
|
Oct 10, 2025 |
|
Don’t Wait for April: The Tax Planning Mistake
|
Oct 07, 2025 |
|
Women, Work & Medicare: The New Rules of Retirement
|
Sep 30, 2025 |
|
Retire Like a Pro: Florida’s Secrets & Stress Tests
|
Sep 23, 2025 |
|
Windfalls & Wake-Up Calls: Planning for the Unexpected
|
Sep 16, 2025 |
|
Retirement Isn’t a Number—It’s a Feeling
|
Sep 09, 2025 |
|
Retire at 65? Test the Math First
|
Sep 02, 2025 |
|
The Real Cost of Procrastinating Your Retirement Plan
|
Aug 26, 2025 |
|
Jeannie Seely’s Legacy & Your Retirement Roadmap
|
Aug 19, 2025 |
|
Taxes, Legacy, and Caddyshack Wisdom
|
Aug 12, 2025 |
|
From Super Bowl to Saving Lives: Martín Gramática’s Second Act
|
Aug 11, 2025 |
|
The Retirement Map: Your Guide to Keeping More and Stressing Less
|
Aug 05, 2025 |
|
Country Soul and Sisterhood: A Conversation with Jeannie Seely
|
Aug 04, 2025 |
|
Windfall Elimination, Early Claims, and the Cost of Bad Timing
|
Jul 29, 2025 |
|
Bucket List or Budget Risk? Planning for Both
|
Jul 22, 2025 |
|
The True Cost of Time
|
Jul 15, 2025 |
|
Interview with Mary Beth Franklin
|
Jul 08, 2025 |
|
Navigating Market Volatility: Strategies for Investors
|
Jul 08, 2025 |
|
Confronting Retirement Fears: Strategies for Success
|
Jul 01, 2025 |
|
The Evolving Landscape of Retirement Planning
|
Jun 24, 2025 |
|
The Power of Procrastination: A Financial Pitfall
|
Jun 17, 2025 |
|
The Often-Overlooked Significance of Father's Day
|
Jun 12, 2025 |
|
Building Trust in Financial Relationships
|
Jun 10, 2025 |
|
Income Planning: A Critical Component of Retirement Strategy
|
Jun 03, 2025 |
|
The Role of Family in Financial Decisions
|
May 27, 2025 |
|
Being Wealthy vs. Being Rich: Understanding the Difference
|
May 20, 2025 |
|
Women In Finance
|
May 06, 2025 |
|
The Importance of Financial Planning
|
Apr 29, 2025 |
|
The Essential Retirement Map
|
Apr 22, 2025 |
|
Understanding Lazy Money: Are Your Investments Working?
|
Apr 15, 2025 |
|
Five Steps to a Solid Financial Plan
|
Apr 12, 2025 |
|
Interview with Mike Reeves
|
Apr 08, 2025 |
|
The Journey of Drew Baldridge: Music and Entrepreneurship
|
Apr 01, 2025 |
|
Empowering Women in Retirement Planning
|
Apr 01, 2025 |
|
Navigating Retirement: The Importance of Sequence of Returns
|
Mar 25, 2025 |
|
The Concept of Lazy Money
|
Mar 18, 2025 |
|
Interview with Duane Allen of The Oak Ridge Boys
|
Mar 11, 2025 |
|
Navigating Spring Break Chaos
|
Mar 11, 2025 |
|
Understanding the True Cost of Financial Services
|
Mar 04, 2025 |
|
Navigating Inflation: What It Means for Your Retirement
|
Feb 25, 2025 |
|
Bridging Financial Gaps in Relationships
|
Feb 18, 2025 |
|
Navigating the Trump Tax Cuts
|
Feb 11, 2025 |
|
The Retirement Transition
|
Feb 04, 2025 |
|
Barriers to Achieving Your American Dream
|
Jan 28, 2025 |
|
Maximizing Your Social Security Benefits
|
Jan 21, 2025 |
|
The Current Economic Landscape
|
Jan 14, 2025 |
|
Make 2025 The Best Year Ever
|
Dec 31, 2024 |
|
Unlocking the Secrets of Mailbox Money
|
Dec 24, 2024 |
|
The Importance of Lifetime Income in Retirement
|
Dec 17, 2024 |
|
Interview with Amy Bruske of Kolbe Corp
|
Dec 10, 2024 |
|
Thanksgiving Traditions and Family Values
|
Dec 03, 2024 |
|
Celebrating Life's Milestones: A Financial Perspective
|
Nov 26, 2024 |
|
Navigating Post-Election Financial Landscapes
|
Nov 19, 2024 |
|
The Significance of Celebrating Milestones
|
Nov 12, 2024 |
|
Navigating Medicare: Open Enrollment Insights
|
Oct 29, 2024 |
|
The Rising Cost of the American Dream
|
Oct 22, 2024 |
|
The Urgency of Financial Planning
|
Oct 15, 2024 |
|
Interview with Wayne Bennett from Cat 5 Hurricane Screens
|
Oct 11, 2024 |
|
Financial Planning in Uncertain Times
|
Oct 01, 2024 |
|
Mastering Your Financial Future
|
Sep 24, 2024 |
|
Managing Fees in Financial Planning
|
Sep 10, 2024 |
|
Key Considerations in Retirement Planning
|
Sep 03, 2024 |
|
The Impact of CPI Numbers on Interest Rates
|
Aug 27, 2024 |
|
The Importance of a Holistic Retirement Plan
|
Aug 13, 2024 |
|
Protecting Loved Ones: Affairs in Order
|
Aug 06, 2024 |
|
Creating a Comprehensive Retirement Plan
|
Jul 30, 2024 |
|
RMDs and Retirement
|
Jul 23, 2024 |
|
The Importance of Having a Retirement Map
|
Jul 16, 2024 |
|
Full Financial Plan in 5 Steps
|
Jul 09, 2024 |
|
Becoming a 401(k) Millionaire: Saving and Compounding
|
Jul 02, 2024 |
|
Potential Changes to your 401(k)
|
Jun 25, 2024 |
|
Gratitude for Fathers and Their Impact
|
Jun 18, 2024 |
|
The Retirement Burnout is REAL!
|
Jun 11, 2024 |
|
Long-Term Care and Healthcare Planning in Retirement
|
Jun 04, 2024 |
|
Maximizing Returns Through Tax Planning
|
May 28, 2024 |
|
Underestimating Your Income Needs in Retirement
|
May 21, 2024 |
|
Producing Income. Protecting Income. Growing Income.
|
May 14, 2024 |
|
It's ok to be Uninformed
|
May 07, 2024 |
|
Do You Have a "Tax in Advance" Retirement Strategy?
|
Apr 30, 2024 |
|
Breaking Up With Uncle Sam in Retirement
|
Apr 23, 2024 |
|
Milestone Birthday vs Milestone Savings
|
Apr 16, 2024 |
|
Why Retirees Over 50 Get Ignored
|
Apr 09, 2024 |
|
Dr Codi Gharagouzloo Discusses the Latest in Diagnostic Solutions
|
Apr 04, 2024 |
|
Can a 401(k) Successfully Replace a Pension?
|
Apr 02, 2024 |
|
Barton Scott Founder of Upgraded Formulas
|
Mar 28, 2024 |
|
Christine McCarron: Empower Your Inner Millionaire
|
Mar 25, 2024 |
|
Liquid Heavy but Afraid of the Market
|
Mar 21, 2024 |
|
Country Music Association CEO Sarah Trahern Live From Nashville
|
Mar 19, 2024 |
|
Time to Eliminate Your 401(k)?
|
Mar 14, 2024 |
|
Campbell and Co. Takes Over Nashville With Chancey Williams
|
Mar 12, 2024 |
|
Getting Uncomfortable in Retirement
|
Feb 27, 2024 |
|
Fired Before Retired
|
Feb 13, 2024 |
|
Appreciating Your Broke Mentality
|
Feb 06, 2024 |
|
Be Intentional: Make 2024 Your Best Year
|
Feb 02, 2024 |
|
President Jackie Campbells Tax Code
|
Jan 30, 2024 |
|
Jackies Conversation with Brad Jenkins of Market Guard
|
Jan 27, 2024 |
|
Blue Collar Tax Strategy
|
Jan 23, 2024 |
|
Setting Goals Not Resolutions
|
Jan 09, 2024 |