Beyond the Money
Beyond the Money
Jackie Campbell
Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.
Is Financial Freedom About Money—or Something Bigger?
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 to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.
Jul 7
20 min
The 5 Forces That Could Make or Break Your Retirement
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 designed to adapt to changing markets and life events. 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 | InstagramSee omnystudio.com/listener for privacy information.
Jun 30
21 min
The Risk Behind Today’s Market Momentum
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 visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.
Jun 23
21 min
Scams, Strategy, and Staying Focused in Retirement
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 highlights real-world scam tactics and how to spot them before they cost you. Plus, reflections from a unique Mar-a-Lago experience and a conversation on work ethic and the American dream add a broader perspective to today’s financial landscape. 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 | InstagramSee omnystudio.com/listener for privacy information.
Jun 9
22 min
Risk, Markets, and Long-Term Thinking
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 | InstagramSee omnystudio.com/listener for privacy information.
Jun 2
21 min
The Financial Spring Cleaning You’ve Been Putting Off
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 care considerations, and how shifting priorities shape retirement planning over time. 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 | InstagramSee omnystudio.com/listener for privacy information.
May 26
20 min
Test Driving Your Retirement Before It’s Too Late
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 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.
May 19
22 min
Why the Market Feels Strong While Your Wallet Feels Weak
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 call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.
May 12
20 min
Randy Owen on the Stories Fans Found Inside Alabama’s Songs
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 outlook decades after the band’s rise. It’s a conversation about storytelling, music’s emotional reach, and what it means to look back on a career that touched millions in ways no one could have predicted. 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 | InstagramSee omnystudio.com/listener for privacy information.
May 5
11 min
The Gap Between Tax Prep and Tax Planning
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—not just what you earn. 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 | InstagramSee omnystudio.com/listener for privacy information.
Apr 21
19 min
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