Advertise on podcast: Beyond the Money

Before the calendar flips, there may be financial moves worth putting on your radar. Jackie Campbell explores “opportunity season,” including tax-loss harvesting, Roth conversions, Medicare considerations, and important milestone birthdays that can influence retirement decisions. She also discusses organizing your financial life, preparing family members for the unexpected, and why year-end planning can be about much more than simply gathering documents for tax season. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

What do Medicare, Jeopardy, and your retirement plan have in common? Jackie Campbell explores why small financial decisions can create ripple effects throughout retirement, from Medicare and taxes to income, legacy planning, and Roth strategies. Plus, Jason Correa breaks down key differences between traditional and Roth IRAs and why timing and tax considerations matter when deciding how to save and withdraw money. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

Are the newest market darlings creating more risk than investors realize? Jackie Campbell examines the growing excitement around AI-driven companies and the rise of the “Fab 10,” while discussing the importance of diversification, risk management, and protecting retirement portfolios from concentration risk. Learn why a strong financial plan may matter more than following the latest market trend. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

Retirement advice is everywhere, but how do you know which guidance actually fits your life? Jackie Campbell breaks down the five forces that can shape retirement, including income, taxes, investment risk, legacy planning, and healthcare. She explains why retirement is more than a math problem and how major decisions can create ripple effects throughout your financial life. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

Retirement planning starts long before investment decisions. Jackie Campbell explains the value of a comprehensive retirement roadmap, covering income, taxes, risk, estate planning, and long-term care. The discussion also explores lessons from the Golden Girls, the importance of planning for healthcare needs, and why staying engaged, intentional, and connected can play an important role throughout retirement. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

Retirement planning becomes personal when one spouse holds all the financial knowledge. Jackie Campbell discusses preparing both partners for income changes, organizing important documents, and building a plan for surviving-spouse scenarios. She also explores thoughtful spending, Medicare-related income adjustments, responsible credit use, and why attention-grabbing investments may not fit every strategy. The episode connects financial preparation with purpose, family conversations, health considerations, and the freedom to spend according to what matters most. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

Dolly Parton’s remarkable life sparks a deeper conversation about purpose, legacy, and what retirement really means. Jackie Campbell discusses creating intentional experiences, leaving a meaningful legacy, and finding fulfillment long after your career ends. From retirement readiness to defining your next chapter, this episode explores how financial freedom can support the life you want to live. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

What is your current retirement strategy really costing you? Jackie Campbell examines the price of emotional investing, idle cash, missed tax opportunities, and decisions made without a complete view of your financial life. A featured conversation with Brad Jenkins explores a mathematical, methodical approach to investment decisions. The episode also considers how a coordinated plan can help savers understand what they may comfortably spend in retirement. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

Could a simple birthday milestone cost you more in taxes than you realize? In this episode, Jackie Campbell discusses why the next 10 years may be one of the most important planning windows for retirement, taxes, inherited IRAs, and Medicare costs. Jackie explains how age-based milestones, tax changes, and lack of coordination between financial decisions can create unexpected challenges, and why having a long-term strategy matters. The conversation also explores Market Guard’s approach to tax efficiency and investment planning. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

What if the key to investing isn’t chasing returns, but managing risk with the right plan? Jackie Campbell sits down with Brad Jenkins, founder of Market Guard, to discuss the philosophy behind his investment methodology, the role of emotion in investing, and why retirement requires a different playbook than accumulation years. They explore customization, tax efficiency, risk management, and the importance of adapting strategies as life changes. Jackie and Brad also share simple analogies, including the famous “cookies and retirement” story, to explain complex investment concepts in a relatable way. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses wills, trusts, powers of attorney, healthcare directives, beneficiaries, asset titling, retirement distributions, sequence-of-returns risk, and tax planning. The episode connects today’s financial organization with the decisions loved ones may face later. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

The second half of the year may be the perfect time to revisit your financial goals. Jackie Campbell discusses mid-year retirement planning, portfolio reviews, asset allocation, cash flow, budgeting, and preparing for life's unexpected twists. From inheritance decisions to investment rebalancing and organizing important documents, Jackie explores practical ways to stay aligned with changing circumstances while keeping your broader financial goals in focus. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

What if the biggest retirement risk isn’t the market—but how you think about it? Jackie Campbell explores the difference between investing and retiring, why concentration in popular tech stocks can create hidden risks, and how confidence, income, taxes, and legacy planning all fit into a successful retirement strategy. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

A new savings opportunity for children raises an old financial question: what’s the plan? Jackie Campbell discusses Trump accounts, early investing habits, 529 comparisons, and the responsibility that comes when young adults gain control of money. She also explores why many Americans lack a written retirement plan, how Campbell and Company’s 360-degree roadmap looks at taxes, income, legacy, health care, and market risk, plus a reminder from country music star Gary LeVox about spending with intention. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

Could the biggest blind spot in your retirement plan be the one you can’t see yourself? Jackie Campbell explores financial lessons from Carrie Underwood, Brad Paisley, and Keith Urban while discussing DIY investing, spending confidence, family legacy, and why retirement should be about more than just accumulating money. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.