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Are You Afraid to Spend Your Own Money?

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Beyond the Money

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 he 
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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 guardrails that help reduce anxiety around spending. Filled with practical insights and clear explanations, this episode empowers listeners to take control of their financial future with purpose and confidence.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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Beyond the Money

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth A 
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