Beyond the Money

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 This episode explores how cluttered accounts, forgotten 401(k)s, and outdated plans can impact retirement readiness.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...

Jackie Campbell recently sat down with Randy Owen at CRS 2026 in Nashville, Tennessee. From cassette tapes to sold-out stages, Randy reflects on the moments behind the music that defined a generation. The Alabama frontman shares stories about how his songs took on lives of their own, the unexpected personal connections fans built with the lyrics, and how time, loss, and gratitude have shaped his o...

Tax season may end, but tax planning doesn’t stop in April. Jackie Campbell unpacks recent tax changes, misconceptions about refunds, and the difference between preparation and long-term planning. The episode explores Roth strategies, retirement tax expectations, and why proactive decisions matter year-round. Real-life examples highlight how small adjustments can influence what you keep&mdas...

Dementia changes everything—but navigating it doesn’t have to start in crisis. Jackie Campbell sits down with Debbie Selsavage, co-founder of Coping with Dementia, to talk about real-world challenges families face when cognitive decline enters the picture. From caregiver burnout and role reversals to preserving dignity and finding local resources, this conversation explores what famili...

Tax season reveals who’s reacting—and who’s prepared. This episode with Jackie Campbell breaks down the critical differences between tax preparation and tax planning, using real-world examples to show how decisions made throughout the year shape financial outcomes. The discussion explores timing, strategy, and how proactive planning can reduce surprises when filing season arrives...

What happens after the corner office when the title disappears but life keeps moving? This episode with Jackie Campbell features reflections inspired by CMA CEO Sarah Trahern’s retirement, focusing on purpose, identity, spending habits, and the emotional shift into retirement. The conversation explores why the first years matter most, how fear of spending can limit joy, and why a flexible sp...

From financial headlines to Oscar trivia, this episode with Jackie Campbell connects market uncertainty with real-life retirement decisions. The discussion covers economic warnings, private credit concerns, taxes on retirement accounts, and why not all money is truly “yours.” Using cultural moments and timely examples, the conversation highlights how rules, taxes, and planning choices...

What does retirement look like after leading one of the most influential organizations in music? CMA CEO Sarah Trahern sits down with Jackie Campbell and shares reflections on leadership, legacy, decision-making, and stepping into retirement. The conversation explores identity after work, the pressure of executive roles, and how perspective shifts when careers wind down. For more information or to...

Retirement doesn’t end investing—it changes how decisions are made amid constant noise. This episode with Jackie Campbell breaks down why long-term thinking still matters after you stop working, and how emotional reactions to headlines can derail smart strategies. The conversation explores bucket-based investing, risk alignment, and the impact of media overload on financial confidence....

Confetti moments—from professional milestones to 90th birthdays—frame a deeper discussion about independence and retirement planning. This episode with Jackie Campbell explores how solo adults navigate financial decisions, why coordination matters, and how viewing life as “one financial story” helps simplify complex choices. It’s a blend of celebration, reflection, an...

That first meeting with a financial advisor feels intimidating—until you know what actually happens. Jackie Campbell walks through what to expect from an initial consultation and why preparation matters more than perfection. The episode also highlights six milestone birthdays that can quietly impact taxes, penalties, Social Security, and Medicare costs. It’s a practical conversation ab...

Having enough money doesn’t always mean feeling free to spend it. Jackie Campbell explores why fear—not finances—often holds retirees back. The episode covers income predictability, annuities, retirement confidence, and why clarity matters more than chasing returns. It’s a grounded look at how planning turns anxiety into permission. For more information or to schedule a con...

Standing near Ground Zero changes how you see markets, money, and meaning. In part two of this conversation, former NYSE examiner Joseph “Junie” Bailey Jr. joins Jackie Campbell to reflect on witnessing the aftermath of 9/11 in Lower Manhattan, the personal cost behind historic events, and the bonds formed through service, work, and shared purpose. Junie also explores life after Wall S...

Before screens, algorithms, and instant trades, Wall Street ran on paper, voices, and human judgment. Former New York Stock Exchange examiner Joseph “Junie” Bailey Jr. joins Jackie Campbell to take listeners inside the chaotic, high‑stakes world of the trading floor from the 1970s through the 1990s. From Black Monday to the shift from paper stock certificates to digital systems, Junie...

What if the biggest threat to your retirement isn’t the market—but your fear of spending? In this episode, Jackie Campbell breaks down why so many retirees struggle to enjoy the wealth they’ve built. She explains how market volatility, sequence‑of‑returns risk, inflation shocks, and emotional money habits quietly shape retirement decisions. Jackie also demystifies annuities, reve...

Is the American dream slipping away — or simply evolving? Jackie Campbell breaks down how planning, taxes, and smart strategy influence the future more than headlines do. She shares insights on confidence, cost of living, and long‑term readiness, then highlights Dolly Parton’s powerful perspective on legacy. A thoughtful episode blending financial clarity with the deeper meaning behind...

What if tax planning—not investing—is your biggest missed opportunity? Jackie Campbell explains new deductions, smarter buckets, and guardrail systems that can elevate your entire plan. From inflation realities to Warren Buffett‑style patience, she reveals how to secure income, reduce risk, and build a retirement strategy rooted in clarity and gratitude. For more information or to sche...

Confetti moments aren’t frivolous—they’re proof your plan and your purpose align. Jackie Campbell dives into intentional living: celebrating milestones, matching math to emotion, and using a 360° roadmap to balance income, risk, taxes, health care, and legacy. Learn why some savers struggle to spend and which boundaries—time, money, relationships—keep your “...