Beyond the Money

Jackie Campbell discusses the right time to convert your 401k to a ROTH plus, with Bonds not back yet, how an annuity could benefit your plan. Jackie also breaks down the pros and cons about annuities and why some people are aganist them. Finally, how "dead money" is damaging your overall portfolio. 

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

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Jackie Campbell is joined by Linda McKenna from Golden Rule Placement Services. They discuss the steps for senior placement when a relative needs extra help. Linda explains that placement is more than "nurshing home" or "memory care". They also detail the Four Pillars of Needs in placement services including costs. 

For more information on Golden Rule Placement Services visit Golden Rule Senior Placement Services | Free Senior Placement Services and to reach out to Jackie and the team at Campbell and Company visit Campbell & Company | Spring Hill, FL; Odessa, FL; Inverness, FL (mycampbellandco.com)

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Jackie Campbell explains why you should be thinking about your EOY checklist now and not at the end of the year. Plus, the importance of creating a "when" file and why DIY should be eliminated from your retiremebt plan. 

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

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Jackie Campbell details the steps to take with your assets if a divorce is in your future, furthermore, what happens if you get back together? Plus, can Tik Tok be a source of financial advice?

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

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Jackie Campbell breaks down the retirement lessons we can learn from the man who lived his life on vacation, Jimmy Buffett and how one song launched an empire for the Parrothead. Plus, Jackie explains the power of having a legacy plan for the "when" moments in life. 

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

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Jackie Campbell had the opportunity to sit with Political Commentator Candace Owens to get her thoughts on the market, her grandfathers influence and her idea on what a real tax strategy should look like. We also hear from the lead singer of Racsal Flats, Gary LeVox on the importance of trust. 

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

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Jackie Campbell details the importance of having a tax strategy before the Trump Tax Cuts expire next year. Plus, Heisman winning QB Tim Tebow talks about the importance of finding the right advisor. 

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

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Hurricane season is here, and it's time to get prepared. In this episode of Beyond the Money Podcast, Jackie Campbell is joined by Wayne Bennett from Category 5 Hurricane Screens to discuss how to protect your family and property from a hurricane.

Wayne explains that each storm is different, so it's important to be prepared for anything. He also provides information and products that could help you protect your home, car, and belongings.

In addition to hurricane preparedness, this episode also covers financial planning for the aftermath of a storm. Jackie and Wayne discuss how to protect your finances, get reimbursed for your losses, and rebuild your life after a disaster.

This episode is essential listening for anyone who lives in the Gulf Coast region. Tune in to learn how to stay safe and secure during hurricane season.

For more information on Wayne and Cat 5 Hurricane Screens visit www.cat5screens.com and for more on Campbell and Company visit www.mycampbellandco.com

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Jackie Campbell sits down with Ethan and Stephanie Bull, authors of The 29-Hour Work Day. They discuss the value and importance for small business owners to surround yourself and your business with qualified professionals that you trust. The 29-Hour Workday can almost serve as an instruction manual to help leverage more time for your clients and provide the best avenues to reach new and experienced Executive Assistants.

For more information on The 29-Hour Workday and Professional Remote Assistant visit www.proassisting.com and for more on Campbell and Company visit www.mycampbellandco.com 

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Jackie Campbell offers steps to getting control of your finances when it feels like you have lost control. Plus more information about Jackies book "Be Prepared" and information how you can pick up a complimentary copy. 

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

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Jackie Campbell details one of the biggest mistake adults make in retirement but more importantly what can you do to avoid those mistakes. Plus, why are some adults afraid to spend their hard earned money? Plus, pickleball is causing damage to your hips and budget. 

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

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This week Jackie Campbell discusses when it's ok to dip into your savings or 401k account for emergencies. Plus, how the power of Market Guard can benefit your portfolio and finally, we love Dolly, but she's exhausting. 

For more information or to scheudle a consultation call 727-334-0024 or visit www.mycampbellandco.com 

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Jackie Campbell wants to help you find your freedoms. Freedom from work, stress and freedom to spend more time with your family. Plus, how do you take control when it feels like you have no control of your finances?

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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Jackie Campbell details why in the summer months some adults become "lazy" with their finances and why a mid year checkup could be the spark your portfolio needs right now. Plus, another expensive example of why an estate plan is more for your family than it is for you. 

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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Jackie Campbell talks about the misconceptions over annuities and how they can be oversimplified. Plus, where you park could influence your tax strategy. 

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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Nothing says American like Country Music and no one represents Country Music better than Reba McEntire! Listen in as Jackie and Reba reflect on life, liberty and the pursuit of happiness in our special bonus epsiode and re-play for Independance Day!

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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Jackie Campbell details what adults want in retirement and the 3 major phases we experience with their finances. Plus, the importance of having boundaries with your family.  

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

See omnystudio.com/listener for privacy information.

Jackie Campbell details the misconceptions about annuities that fail to acknowledge the role an annuity can play in a well rounded financial plan. 

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

See omnystudio.com/listener for privacy information.

Jackie details what retirees and pre-retirees really want in a plan. Is it protection? Growth? Income? All of the above?! Plus, how the advancement of AI changed retirement planning. 

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

See omnystudio.com/listener for privacy information.

Jackie Campbell details why it's so important to think "Beyond the Money" and she explains the hard learned lessons from over 30 years as a financial advisor. 

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

See omnystudio.com/listener for privacy information.