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Beyond the Money

Beyond the Money

Von: Jackie Campbell
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 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.2026 Jackie Campbell Persönliche Finanzen Ökonomie
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  • Spending, Purpose, and the Next Chapter

    Spending, Purpose, and the Next Chapter
    Apr 7 2026

    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 spending plan beats rigid budgeting. From retail therapy metaphors to real‑life planning pitfalls, the episode highlights how intentional choices, clarity, and confidence shape a retirement that feels full—not empty.

    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 | Instagram

    See omnystudio.com/listener for privacy information.
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    20 Min.
  • Market Warnings, Oscars, and Your Money

    Market Warnings, Oscars, and Your Money
    Mar 31 2026

    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 shape long-term 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 | Instagram

    See omnystudio.com/listener for privacy information.
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    12 Min.
  • Redefining Retirement After Leadership (Interview w/ Sarah Trahern)

    Redefining Retirement After Leadership (Interview w/ Sarah Trahern)
    Mar 30 2026

    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 schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

    Follow us on social media: Facebook | YouTube | X | Instagram

    See omnystudio.com/listener for privacy information.
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    9 Min.
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