Are You Afraid to Spend Your Own Money?

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…

Is the American Dream Still Within Reach?

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 …

The Tax Moves Most Retirees Miss

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 bui…

Math vs. Mindset: The Moment You Finally Give Yourself Permission

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 spen…

Five Steps to a More Intentional—and Successful—Year

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 …

Is Procrastination Costing Your Retirement?

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 …

Intentional Planning: The Secret to Lasting Wealth and Happiness

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 …

Tax Surprises and Annuity Truths: Are You Prepared?

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 do…

From Louvre Heists to Life’s Next Chapter—Protecting Your Retirement

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 f…

Is Retirement Really the End—Or Just a New Beginning?

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 Medi…