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Beyond the Money
The Roadmap to Retiring on Your Own Terms with Clarity, Confidence, and Direction.
Jackie Campbell
Jackie Campbell is a CFP®, PFS, and CPA and author of Beyond the Money & Be Prepared. You don’t have separate financial lives, you have One Financial Life. Every decision, every goal, and every plan should work together to support the life you want to live.
PART ONE
Understanding Your One Financial Life – Clarity
Discover how your past, beliefs, and financial habits have shaped your decisions today. This section helps you gain clarity by understanding your complete financial picture and the key forces influencing your future.
PART TWO
Designing Your One Financial Life – Direction
Learn how to intentionally design a retirement that reflects your goals, values, and purpose, not just a target date. This section provides a roadmap for making proactive financial decisions throughout every season of life.
PART THREE
Living Your One Financial Life – Confidence
Build confidence by surrounding yourself with the right professionals, creating a coordinated retirement roadmap, and organizing the critical information your loved ones may need. It’s about putting your plan into action with clarity and peace of mind.
PART FOUR
Living Beyond the Money – Legacy
Shift your focus from simply accumulating wealth to living with purpose, protecting your legacy, and celebrating the moments that matter most. This final section emphasizes using your financial plan as a tool to support the life. You truly want to live.
TESTIMONIALS
What Our Readers Say
This book is a must read for anyone serious about their finances and retirement. As an industry friend, it’s very clear to see that Jackie has a genuine desire to help people through sound financial education and planning. This book helps to simplify financial planning and will give you actionable steps you can take right away to help improve your financial plan. I highly recommend Jackie and this book, Beyond the Money, as it will be a valuable resource for years to come.
Abe Abich
Abe Financial Services
Jackie Campbell stands out as someone who blends immense expertise with an unmatched dedication to people. She turns retirement planning into something deeply personal, focusing not just on financial security, but on embracing life’s best moments with confidence and confetti.
Ron Eastman
Impact Partnership
Working with Jackie Campbell has been a true highlight for me. She’s sharp, thoughtful, and brings calm confidence to everything she does. Co-hosting the Beyond the Money radio show with Jackie has been both fun and inspiring. Her motto, Prior Planning Pays, isn’t just something she says, it’s the foundation of how she serves her clients and leads every conversation. I’m proud and honored to call Jackie a friend.
Mark Owens
Radio Host