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

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 &ldquo;yours.&rdquo; 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&nbsp;<a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

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.

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 helped adults build successful retirements. Her podcast addresses current market trends and headlines that affect your finances. She also offers solutions and opportunities to help you retire successfully.

Get in touch with Jackie and her team to learn more about how they can help you retire successfully: http://www.beyondthemoneyradio.com/

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. Her podcast addresses current market trends and headlines that affect your finances. She also offers solutions and opportunities to help you retire successfully.
Get in touch with Jackie and her team to learn more about how they can help you retire successfully: http://www.beyondthemoneyradio.com/

Market Warnings, Oscars, and Your Money

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

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 <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

Redefining Retirement After Leadership (Interview w/ Sarah Trahern)

Retirement doesn’t end investing—it changes how decisions are made amid constant noise. This episode with Jackie Campbell breaks down why long-term thinking still matters after you stop working, and how emotional reactions to headlines can derail smart strategies. The conversation explores bucket-based investing, risk alignment, and the impact of media overload on financial confidence. It’s a practical look at separating signal from distraction while keeping a clear philosophy for retirement years that may last decades.

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

Retirement doesn&rsquo;t end investing&mdash;it changes how decisions are made amid constant noise. This episode with Jackie Campbell breaks down why long-term thinking still matters after you stop working, and how emotional reactions to headlines can derail smart strategies. The conversation explores bucket-based investing, risk alignment, and the impact of media overload on financial confidence. It&rsquo;s a practical look at separating signal from distraction while keeping a clear philosophy for retirement years that may last decades.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

Retirement Isn’t the End of Investing

Confetti moments—from professional milestones to 90th birthdays—frame a deeper discussion about independence and retirement planning. This episode with Jackie Campbell explores how solo adults navigate financial decisions, why coordination matters, and how viewing life as “one financial story” helps simplify complex choices. It’s a blend of celebration, reflection, and practical insight.

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

Confetti moments&mdash;from professional milestones to 90th birthdays&mdash;frame a deeper discussion about independence and retirement planning. This episode with Jackie Campbell explores how solo adults navigate financial decisions, why coordination matters, and how viewing life as &ldquo;one financial story&rdquo; helps simplify complex choices. It&rsquo;s a blend of celebration, reflection, and practical insight.
For more information or to schedule a consultation call 352-251-1015 or visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a>!
Follow us on social media: <a href="https://www.facebook.com/CampbellCPAs/?fref=ts">Facebook</a> | <a href="https://www.youtube.com/channel/UCKYKFCBGPBis20-aSZ6fbcg/featured">YouTube</a> | <a href="https://twitter.com/CampbellCoCPA">X</a> | <a href="https://www.instagram.com/campbellandcompany_/">Instagram</a>

Market Warnings, Oscars, and Your Money

Beyond the Money

In 1 playlist(s)

Beyond the Money

Social links

Follow podcast

Recent clips