Beyond the MoneyBeyond the Money
Clean

Scams, Strategy, and Staying Focused in Retirement

View descriptionShare
 

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 
134 clip(s)
Loading playlist

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,” managing risk in retirement, and avoiding panic-driven decisions. It also highlights real-world scam tactics and how to spot them before they cost you. Plus, reflections from a unique Mar-a-Lago experience and a conversation on work ethic and the American dream add a broader perspective to today’s financial landscape.

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

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

Beyond the Money

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth A 
Social links
Follow podcast
Recent clips
Browse 136 clip(s)