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 This episode explores how cluttered accounts, forgotten 401(k)s, and outdated plans can impact retirement readiness.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 …

Tax Prep vs. Tax Planning: Why the Difference Matters

Tax season reveals who’s reacting—and who’s prepared. This episode with Jackie Campbell breaks down the critical differences between tax preparation and tax planning, using real-world examples to show how decisions made throughout the year shape financial outcomes. The discussion explores timing, s…

Spending, Purpose, and the Next Chapter

What happens after the corner office when the title disappears but life keeps moving? This episode with Jackie Campbell features reflections inspired by CMA CEO Sarah Trahern’s retirement, focusing on purpose, identity, spending habits, and the emotional shift into retirement. The conversation expl…

Market Warnings, Oscars, and Your Money

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…