Beyond the Money

Jackie Campbell
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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.

  1. 5D AGO

    Why Retirement Fear Isn’t About Money

    Having enough money doesn’t always mean feeling free to spend it. Jackie Campbell explores why fear—not finances—often holds retirees back. The episode covers income predictability, annuities, retirement confidence, and why clarity matters more than chasing returns. It’s a grounded look at how planning turns anxiety into permission. 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 See omnystudio.com/listener for privacy information.

    22 min

  2. FEB 20

    From Wall Street to Ground Zero: A Life Shaped by History

    Standing near Ground Zero changes how you see markets, money, and meaning. In part two of this conversation, former NYSE examiner Joseph “Junie” Bailey Jr. joins Jackie Campbell to reflect on witnessing the aftermath of 9/11 in Lower Manhattan, the personal cost behind historic events, and the bonds formed through service, work, and shared purpose. Junie also explores life after Wall Street—what retirement really feels like, why purpose matters more than leisure, and how relationships, perspective, and experience shape a fulfilling second act beyond a long financial career. 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 See omnystudio.com/listener for privacy information.

    36 min

  3. FEB 20

    What the Trading Floor Was Really Like Before Technology Took Over

    Before screens, algorithms, and instant trades, Wall Street ran on paper, voices, and human judgment. Former New York Stock Exchange examiner Joseph “Junie” Bailey Jr. joins Jackie Campbell to take listeners inside the chaotic, high‑stakes world of the trading floor from the 1970s through the 1990s. From Black Monday to the shift from paper stock certificates to digital systems, Junie shares firsthand stories of how markets really worked, how firms were regulated, and why people—not technology—were always the driving force behind finance during one of Wall Street’s most transformative eras. 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 See omnystudio.com/listener for privacy information.

    39 min

  4. FEB 10

    Are You Afraid to Spend Your Own Money?

    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! Follow us on social media: Facebook | YouTube | X | Instagram See omnystudio.com/listener for privacy information.

    14 min

  5. FEB 3

    Is the American Dream Still Within Reach?

    Is the American dream slipping away — or simply evolving? Jackie Campbell breaks down how planning, taxes, and smart strategy influence the future more than headlines do. She shares insights on confidence, cost of living, and long‑term readiness, then highlights Dolly Parton’s powerful perspective on legacy. A thoughtful episode blending financial clarity with the deeper meaning behind the wealth we build. 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 See omnystudio.com/listener for privacy information.

    22 min

  6. JAN 27

    The Tax Moves Most Retirees Miss

    What if tax planning—not investing—is your biggest missed opportunity? Jackie Campbell explains new deductions, smarter buckets, and guardrail systems that can elevate your entire plan. From inflation realities to Warren Buffett‑style patience, she reveals how to secure income, reduce risk, and build a retirement strategy rooted in clarity and gratitude. 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 See omnystudio.com/listener for privacy information.

    24 min

  7. JAN 20

    Math vs. Mindset: The Moment You Finally Give Yourself Permission

    Confetti moments aren’t frivolous—they’re proof your plan and your purpose align. Jackie Campbell dives into intentional living: celebrating milestones, matching math to emotion, and using a 360° roadmap to balance income, risk, taxes, health care, and legacy. Learn why some savers struggle to spend and which boundaries—time, money, relationships—keep your “best year ever” on track. 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 See omnystudio.com/listener for privacy information.

    20 min

  8. JAN 6

    Five Steps to a More Intentional—and Successful—Year

    What if being intentional—not just optimistic—could transform your next 12 months? In this episode, Jackie Campbell shares five practical steps for building a solid financial plan: set SMART goals, create a written money plan, clean up your financial “messes,” prioritize self-care, and always keep learning. Discover how to protect your assets, plan for taxes, and prepare for life’s surprises with clear strategies that work at any stage. It’s a candid look at how small, intentional actions can make a big difference in your financial future. 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 See omnystudio.com/listener for privacy information.

    23 min
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5
out of 5
15 Ratings

About

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.

Information

  • Creator
    Jackie Campbell
  • Years Active
    2019 - 2026
  • Episodes
    118
  • Rating
    Clean
  • Copyright
    © 2026 Jackie Campbell
  • Show Website
    Beyond the Money