Beyond the Money

What does it really mean to retire—and is it ever truly the end? This episode with Jackie Campbell explores the evolving definition of retirement, the fears that keep people working, and the importance of freedom, purpose, and relationships in your financial journey. From market volatility and Medicare decisions to the “seasons” of saving, protecting, and harvesting your wealth, discover why a flexible plan and op...

What do skyrocketing gold prices, massive IRAs, and family caregiving have in common? This episode unpacks the financial crossroads facing retirees: whether to rebalance portfolios, manage required minimum distributions, or update legacy plans before the year ends. Jackie Campbell and the team discuss the impact of market highs, tax strategies like Roth conversions, and the emotional realities of supporting aging parents. Discover ...

What if the calm in your finances is just the calm before the storm? In this episode, Jackie Campbell breaks down the six essential steps to a solid retirement plan—covering debt, taxes, investments, income, healthcare, legacy, and the emotional side of money. Discover why now is the time to ask tough questions, rebalance your portfolio, and prepare for market surprises. Whether you’re debt-free or still paying down a m...

This week on Beyond The Money, Jackie Campbell sits down with Karen Lund to discuss the complexities of Medicare and its importance in retirement planning. With over 25 years in the insurance industry, Karen emphasizes the need for personalized insurance solutions tailored to individual needs. The conversation covers the different parts of Medicare, enrollment periods, and the significance of having a trusted advisor to navigate th...

Could chasing record highs put your retirement at risk? This episode with Jackie Campbell explores the dangers of market “melt-ups,” emotional investing, and common moves that can quietly sabotage your financial future. Learn why relying on a 401(k) alone, ignoring hidden fees, and skipping a written plan could derail your goals. Get practical insights on rebalancing, tax strategies, and staying prepared—no matter...

Is Gen X ready for the most complex financial chapter yet? This episode dives into recession worries, the realities of retirement planning, and why tax strategies like Roth contributions matter more than ever. Jackie Campbell unpacks the myths, math, and mindset shifts needed to navigate market cycles, maximize income, and avoid costly mistakes. Whether you’re facing catch-up contributions or legacy planning, learn how to mak...

What if your biggest retirement surprise isn’t when you can retire—but how much you’ll owe in taxes? This episode explores milestone birthdays, open enrollment decisions, and why retirement income can push you into a higher tax bracket than you expected. Jackie Campbell shares real stories, lessons from NFL star Robert Griffin III, and practical advice for planning beyond the numbers—so you can navigate choi...

Turning 65 isn’t just a milestone—it’s a crossroads for your health and financial future. In this episode, Jackie Campbell sits down with Karen Lund to unpack the complexities of Medicare, sharing real-life scenarios and expert advice to help you avoid costly mistakes and choose coverage that fits your lifestyle. Learn why personalized guidance matters, how open enrollment works, and what questions to ask before m...

What if waiting until April means missing out on thousands in tax savings? This episode reveals why tax planning starts now, how Roth conversions can reshape your retirement, and the five pillars of a 360-degree financial roadmap. Jackie Campbell breaks down the pros and cons of Roth IRAs, the difference between tax prep and tax planning, and how to avoid costly surprises in retirement.

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What if retirement isn’t the end, but a new beginning? In this episode, Jackie Campbell explores why many choose to work longer, how women face unique retirement challenges, and what you must know about Medicare open enrollment. Plus, get real talk on market volatility, relationships, and building a plan that lasts as long as you do—while still having fun along the way.

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Is Florida really the best place to retire—or is there more to the story? This episode with Jackie Campbell explores why cities like Tampa top the retirement charts, how to stress-test your financial plan, and the secrets behind the great wealth transfer. Plus, hear what Hall & Oates can teach us about knowing when it’s time to move on. Discover practical tips for downsizing, legacy planning, and making your future ...

What would you do if a windfall changed your life overnight? This episode with Jackie Campbell explores the realities of sudden wealth, Social Security strategies, and the importance of planning for both expected and unexpected events. Discover why communication, clarity, and confidence are essential for protecting your legacy and ensuring your income lasts—no matter what surprises come your way.

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What if retirement wasn’t just about money—but about meaning? In this episode of Beyond The Money, Jackie Campbell explores the emotional side of retirement: the shift in identity, the fear of “one more year,” and the power of purpose. From organizing your “My Win” file to understanding withdrawal strategies beyond the 4% rule, Jackie shares real-life stories and practical tools to help you retir...

Is 65 still the magic age to retire? In this episode, Jackie Campbell explores why retirement isn’t just about hitting a number—it’s about testing the math, knowing your lifestyle, and planning for surprises. From orphaned 401(k)s to unexpected health events, learn how to build a flexible retirement strategy that works for you. Plus, discover how to track down lost retirement accounts and why consolidating your fi...

Are you a “time optimist” putting off your retirement plan? In this episode of Beyond The Money, Jackie Campbell explores the emotional and financial costs of procrastination, the importance of stress-testing your retirement plan, and how to avoid legacy battles like those seen in celebrity estates. From tax-smart strategies to long-term care and estate planning, Jackie shares how a 360-degree retirement roadmap ca...

What’s around the next curve in retirement? In this episode, Jackie Campbell breaks down the three pillars of retirement planning—risk, income, and taxes—and why the final five years before retirement are critical. Learn how portfolio risk, withdrawal strategies, and Social Security decisions can shape your future. Plus, hear a heartfelt tribute and backstage interview with country music legend Jeannie Seely, refl...

What does a 360° retirement roadmap really look like? In this episode of Beyond the Money, Jackie Campbell breaks down the essentials of smart tax planning, legacy protection, and financial clarity. From the impact of Roth conversions and the silver tsunami of wealth transfer to a candid moment with Bill Murray on quality of life, this episode blends practical advice with heartfelt insight. Whether you're nearing retiremen...

What happens when a Super Bowl champion trades stadium lights for saving lives? In this episode of Beyond the Money, Martín Gramática shares his journey from NFL kicker to health advocate and entrepreneur. He opens up about overcoming childhood adversity, raising a family, and launching Clearview Imaging—a preventative health company offering life-saving scans in under five minutes. From football glory to p...

Would you spend more time planning a Disney trip than your retirement? In this episode, Jackie Campbell explains how the Retirement Map helps you visualize your financial future, reduce taxes, and build a plan that supports your lifestyle and legacy. From RMD strategies and Roth conversions to budgeting for adult children and stress-testing your income, Jackie shares real-life stories and practical advice to help you retire with co...