Beyond the Money

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.

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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 Street—what retirement really ...

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 shares firsthand stories of how mar...

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, revealing how certain types can create ...

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 the wealth we build.

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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 schedule a consultation call 352-251-10...

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 “best year ever” on track.

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What if being intentional—not just optimistic—could transform your next 12 months? In this episode, Jackie Campbell shares five practical steps for building a solid financial plan: set SMART goals, create a written money plan, clean up your financial “messes,” prioritize self-care, and always keep learning. Discover how to protect your assets, plan for taxes, and prepare for life’s surprises with clear...

What if procrastination is quietly steering your financial future off course? In this episode, Jackie Campbell breaks down why adults delay retirement planning, how fear and comparison shape financial decisions, and what clarity emerges once you finally confront the numbers. From the psychology of “time optimists” to the importance of organizing accounts, updating beneficiaries, and aligning legacy wishes, the conversat...

What does it really take to build a financial plan that goes beyond the numbers? This episode with Jackie Campbell breaks down the six essential components of a solid financial roadmap—from income and investment strategies to tax planning, healthcare, legacy, and emotional well-being. Discover why intentional decisions matter at every stage, how to balance risk and protection, and why organizing your life’s details can ...

Is your retirement plan built on myths that could cost you? This episode of Beyond The Money tackles common misconceptions about income, taxes, and annuities, revealing why sustainable planning matters more than chasing big returns. Host Jackie Campbell and the team at Campbell and Company break down how your financial history shapes your future, why tax surprises happen in retirement, and how annuities can provide stability—...

What’s scarier than running out of money in retirement? For many, it’s spendophobia—the fear of spending, even when you have enough. This episode explores why retirees struggle to enjoy their savings, the importance of finding passion and purpose after work, and how simple mistakes can leave your financial future vulnerable. Jackie Campbell shares practical strategies for tax planning, organizing your finances, an...

What does it really mean to retire—and is it ever truly the end? This episode with Jackie Campbell explores the evolving definition of retirement, the fears that keep people working, and the importance of freedom, purpose, and relationships in your financial journey. From market volatility and Medicare decisions to the “seasons” of saving, protecting, and harvesting your wealth, discover why a flexible plan and op...

What do skyrocketing gold prices, massive IRAs, and family caregiving have in common? This episode unpacks the financial crossroads facing retirees: whether to rebalance portfolios, manage required minimum distributions, or update legacy plans before the year ends. Jackie Campbell and the team discuss the impact of market highs, tax strategies like Roth conversions, and the emotional realities of supporting aging parents. Discover ...

What if the calm in your finances is just the calm before the storm? In this episode, Jackie Campbell breaks down the six essential steps to a solid retirement plan—covering debt, taxes, investments, income, healthcare, legacy, and the emotional side of money. Discover why now is the time to ask tough questions, rebalance your portfolio, and prepare for market surprises. Whether you’re debt-free or still paying down a m...

This week on Beyond The Money, Jackie Campbell sits down with Karen Lund to discuss the complexities of Medicare and its importance in retirement planning. With over 25 years in the insurance industry, Karen emphasizes the need for personalized insurance solutions tailored to individual needs. The conversation covers the different parts of Medicare, enrollment periods, and the significance of having a trusted advisor to navigate th...

Could chasing record highs put your retirement at risk? This episode with Jackie Campbell explores the dangers of market “melt-ups,” emotional investing, and common moves that can quietly sabotage your financial future. Learn why relying on a 401(k) alone, ignoring hidden fees, and skipping a written plan could derail your goals. Get practical insights on rebalancing, tax strategies, and staying prepared—no matter...

Is Gen X ready for the most complex financial chapter yet? This episode dives into recession worries, the realities of retirement planning, and why tax strategies like Roth contributions matter more than ever. Jackie Campbell unpacks the myths, math, and mindset shifts needed to navigate market cycles, maximize income, and avoid costly mistakes. Whether you’re facing catch-up contributions or legacy planning, learn how to mak...

What if your biggest retirement surprise isn’t when you can retire—but how much you’ll owe in taxes? This episode explores milestone birthdays, open enrollment decisions, and why retirement income can push you into a higher tax bracket than you expected. Jackie Campbell shares real stories, lessons from NFL star Robert Griffin III, and practical advice for planning beyond the numbers—so you can navigate choi...