The 5 Forces That Could Make or Break Your Retirement

Five powerful forces could shape your retirement more than any single investment. Jackie Campbell explores retirement income, legacy planning, investment risk, taxes, and inflation while discussing the excitement around SpaceX and the debate over retirement withdrawal rates. Jackie explains why ret…

The Risk Behind Today’s Market Momentum

The market feels strong—but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today’s tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustaina…

Scams, Strategy, and Staying Focused in Retirement

Retirement doesn’t silence the noise—it just changes it. This episode with Jackie Campbell explores how media headlines, geopolitical concerns, and emotional reactions can derail long-term planning, plus why a structured strategy matters more than ever. The discussion covers investment “buckets,” m…

Risk, Markets, and Long-Term Thinking

Market trends, risk management, and long-term planning take center stage alongside clips discussing work and legacy. This episode with Jackie Campbell highlights how disciplined decision-making and perspective influence financial outcomes. For more information or to schedule a consultation call 35…

The Financial Spring Cleaning You’ve Been Putting Off

A spring cleaning mindset might belong in your financial life more than your closet. This episode explores how cluttered accounts, forgotten 401(k)s, and outdated plans can impact retirement readiness. Jackie Campbell discusses simplifying your financial picture, coordinating investments, and focus…

Test Driving Your Retirement Before It’s Too Late

What if retirement isn’t something you stop—but something you redefine? This episode with Jackie Campbell explores why many hesitate to retire, how to “test drive” retirement, and the importance of clarity, direction, and income planning. It also examines lifestyle expectations and how preparation …

Why the Market Feels Strong While Your Wallet Feels Weak

Why does the market keep rising while everyday costs keep climbing? This episode with Jackie Campbell explores the disconnect between economic realities and market performance, the pressure of inflation, and how planning evolves as retirement approaches. The conversation also highlights sequence ri…

Randy Owen on the Stories Fans Found Inside Alabama’s Songs

Jackie Campbell recently sat down with Randy Owen at CRS 2026 in Nashville, Tennessee. From cassette tapes to sold-out stages, Randy reflects on the moments behind the music that defined a generation. The Alabama frontman shares stories about how his songs took on lives of their own, the unexpected…

The Gap Between Tax Prep and Tax Planning

Tax season may end, but tax planning doesn’t stop in April. Jackie Campbell unpacks recent tax changes, misconceptions about refunds, and the difference between preparation and long-term planning. The episode explores Roth strategies, retirement tax expectations, and why proactive decisions matter …

Navigating Dementia Before Crisis Hits (Interview with Debbie Selsavage)

Dementia changes everything—but navigating it doesn’t have to start in crisis. Jackie Campbell sits down with Debbie Selsavage, co-founder of Coping with Dementia, to talk about real-world challenges families face when cognitive decline enters the picture. From caregiver burnout and role reversals …