Five Forces That Can Change Your Retirement Future

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 …

What the Golden Girls Can Teach Us About Retirement

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 health…

The Retirement Conversation Every Couple Should Have

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 i…

Is Retirement the Finish Line or a New Beginning?

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 yo…

Is Lazy Money Quietly Draining Your Portfolio?

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, methodic…

The 10-Year Tax Trap Most Retirees Never See Coming

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 chan…

Interview w/ the Founder of Market Guard, Brad Jenkins

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 pla…

Will Your Family Know What to Do When You’re Gone?

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 w…

Is Your Retirement Plan Still on Track?

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 an…

The Two Choices Every Retiree Faces About Risk

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…