A lot of talk this week out of Washington about raising the debt ceiling. Will this impact your social security benefits and stimulus payments or is it just part of the process. Plus, for years, the number one concern in retirement has always been running out of money, but now it's inflation. Should it be something we lose sleep over? For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Beyond the Money

New Number One Fear in Retirement

In this episode Jackie Campbell and Monica Haberlin are joined by local realtor Mike Constatine. Mike is ranked in the top 1% Globally for RE/Max International and a trusted friend of Campbell and Company. They discuss how to get the most from the sale of your property and the biggest reason sellers lose money on property. Plus, his thoughts on DIY companies and how long he projects the real estate boom to continue.  For more information on Mike Constatine or to schedule a consultation with Campbell and Company visit www.mycampbellandco.com 

Beyond the Money Special: Navigating Real Estate in a Shaky Market

There is a tax plan that in the end could negatively affect your current tax plan. Jackie and Monica discuss the damage these higher rates could have on your investments. plan that could negatively affect your current tax plan that could cause . What damage could these higher rates do to your investments. Plus, Jackie detail some tax gimmicks to be aware of that could cause your plan to fall out of place.  For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Beware of Tax Gimmicks!

You hear about having the right "buckets" in retirement and that you need to make sure each one has the right amount allocated, but exactly what are these buckets? Jackie and Monica detail ways to properly prepare for retirement with a method that will provide a sense of balance, without any leaks. Plus, the markets are shaky, is it time to make an adjustment or should you take a wait and see method? For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com  

Lets Talk About Your Buckets

Think about the time you spent planning for your wedding. Now think about how much time you spend planning for your retirement? Which one received more time and which one needs more time? Sadly, we spend more time planning for one day of our life than we do planning for our next chapter. Jackie details the importance of long term planning for your retirement.  For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Proper Retirement Planning Takes Time

In this episode, Jackie and Monica talk to small business owners about little steps to make now to save time and struggles in the future. You can also use these in everyday life too. For example, what is a "when" file and why should you have it up to date and the importance of having a succession plan.  For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Tips For Small Business Owners

Taxes are going up. There is no way around it however Jackie Campbell and Monica Haberlin discuss how you can prepare for upcoming tax hikes despite now knowing where or when it's going to hit. Plus an Estate Plan makes sure you have everything in order when you pass away and Jackie details what steps you should take to make sure the transition to your beneficiaries is smooth.  For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

How To Prepare For Unknown Tax Hikes

The Biden Administration is proposing new tax hikes to pay for trillions in new spending. One proposal is a "death tax" where your family would have to pay for what they inherit from you. Jackie Campbell and Monica Haberlin some options on how you can protect yourself from Uncle Sam even after you pass away.  For more information on Campbell and Company or to schedule a consultation visit www.mycampbellandco.com 

Uncle Sam is Bringing an Invoice to Your Funeral

Jackie Campbell and Monica Haberlin discuss using Annuities rather than Bonds to reduce risk and develop income. Plus, some good and bad news regarding your Social Security claiming strategies. Jackie explains how you can start claiming benefits at a higher level.  For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Using Annuities Over Bonds To Develop Income

Jackie details the importance of having a plan. It sounds simple, but there are multiple ways to design and put a strategy in place. Jackie looks at more than just one aspect of your financial plan. What about taxes, long term care, income for life? Plus, how to catch a financial advisor who may be misleading you.  For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

It's More Than Just Having a Plan

On this episode Jackie and Monica discuss the best way to reduce your risk in the market but still have room for growth in your portfolio. Plus, Jackie loves having balance. Balance in her life and balance in your portfolio. They detail how taxes are going up but there are ways to find a balance so that increased taxes won't derail your retirement plans.  For more information on Campbell and Company or to schedule a consultation visit www.mycampbellandco.com 

Taxes Are On Sale But Not For Long

In this episode Jackie and Monica discuss how Boomers, GenX and Millennials clash over how much they think you need in retirement. Spoiler Alert: Boomers get this one right. Plus, a new Biden Administration spending plan could hit more than your current paycheck, this one could come after your retirement portfolio.  For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellanco.com 

Ok Boomer? More Like, You're Way Off Millennial!

In this episode Jackie and Monica discuss the difference between the Go Go, Go Slow and No Go phases of retirement and how you need to plan differently for each one. Plus, is it better for a husband and wife to retire at the same or space it out? For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Go Go vs Go Slow vs No Go

Have you heard of an “annuity puzzle?”  It refers to why people are reluctant to annuitys as part of their retirement strategy. Monica and Jackie offer a class in Annuity 101. Plus, when it comes to your Social Security, how do you figure out whether to take it early at age 62 or wait until full retirement age? They give some elements to having a better understanding of your Social Security. For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

Putting Together an Annuity Puzzle

For better or worse, there is a good chance we’ll see more changes to our retirement laws between now and the end of the year. Jackie and Monica detail some of the potential changes Congress is considering and how it will affect your retirement plans. Plus, President Biden continues to push raising taxes on “the wealthy.”  But this could end up affecting all of us. How do we avoid becoming an unintended taxpayer? For more information on Campbell and Company or to schedule a consultation visit www.mycampbellandco.com 

Avoid Becoming an Unintended Taxpayer

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s with over 25 years of helping build successful retirements. Monica Haberlin is a tax planning strategist for individuals and business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.

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Beyond the Money

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