Beyond the Money

What if waiting for the “perfect” retirement actually costs you some of your best years? Jackie Campbell explores how to balance financial readiness with the life you want to live, from testing whether another year of work is necessary to turning years of 401(k) savings into retirement income. She also discusses Social Security, taxes, legacy planning, and why a successful retirement g...

What deserves your attention when financial noise is coming from every direction? Jackie Campbell discusses controlling what you can through income planning, savings, taxes, diversification, and a strategy built for both spouses. She explores the financial consequences a surviving spouse can face, the importance of beneficiary reviews, and why a retirement portfolio may need to look different from...

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 yea...

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 an...

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 ma...

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...

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 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 s...

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 l...

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 saver...

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...

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...

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 dis...

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 circum...

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 352-2...

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, l...

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...

What does financial freedom really look like when retirement is finally within reach? Jackie Campbell explores the difference between building wealth and building the freedom to spend time, money, and energy on what matters most. She discusses retirement income, tax planning, investment risk, legacy preparation, and the habits that help create true financial independence. For more information or t...

Five powerful forces could shape your retirement more than any single investment. Jackie Campbell explores retirement income, legacy planning, investment risk, taxes, and inflation while discussing the excitement around SpaceX and the debate over retirement withdrawal rates. Jackie explains why retirement isn’t about following headlines—it’s about building a coordinated plan desi...

The market feels strong—but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today’s tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustainable income plan. For more information or to schedule a consultation call 352-251-1015 or...

Retirement doesn’t silence the noise—it just changes it. This episode with Jackie Campbell explores how media headlines, geopolitical concerns, and emotional reactions can derail long-term planning, plus why a structured strategy matters more than ever. The discussion covers investment “buckets,” managing risk in retirement, and avoiding panic-driven decisions. It also high...

Market trends, risk management, and long-term planning take center stage alongside clips discussing work and legacy. This episode with Jackie Campbell highlights how disciplined decision-making and perspective influence financial outcomes. 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 | Inst...

A spring cleaning mindset might belong in your financial life more than your closet. This episode explores how cluttered accounts, forgotten 401(k)s, and outdated plans can impact retirement readiness. Jackie Campbell discusses simplifying your financial picture, coordinating investments, and focusing on income strategies that align with your goals. She also touches on tax awareness, long-term car...

What if retirement isn’t something you stop—but something you redefine? This episode with Jackie Campbell explores why many hesitate to retire, how to “test drive” retirement, and the importance of clarity, direction, and income planning. It also examines lifestyle expectations and how preparation impacts confidence. For more information or to schedule a consultation call 3...

Why does the market keep rising while everyday costs keep climbing? This episode with Jackie Campbell explores the disconnect between economic realities and market performance, the pressure of inflation, and how planning evolves as retirement approaches. The conversation also highlights sequence risk, guardrails, and adapting strategies over time. For more information or to schedule a consultation...