Beyond the Money
by Jackie Campbell
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On the show
From 20 epsHost
Recent guests
Recent episodes
Is Retirement the Finish Line or a New Beginning?
Sep 1, 2026
21m 21s
Is Lazy Money Quietly Draining Your Portfolio?
Aug 25, 2026
25m 08s
The 10-Year Tax Trap Most Retirees Never See Coming
Aug 18, 2026
25m 04s
Interview w/ the Founder of Market Guard, Brad Jenkins
Aug 13, 2026
33m 28s
Will Your Family Know What to Do When You’re Gone?
Aug 11, 2026
22m 54s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 9/1/26 |  Is Retirement the Finish Line or a New Beginning? | Dolly Parton’s remarkable life sparks a deeper conversation about purpose, legacy, and what retirement really means. Jackie Campbell discusses creating intentional experiences, leaving a meaningful legacy, and finding fulfillment long after your career ends. From retirement readiness to defining your next chapter, this episode explores how financial freedom can support the life you want to live. 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 | InstagramSee omnystudio.com/listener for privacy information. | 21m 21s | ||||||
| 8/25/26 | Is Lazy Money Quietly Draining Your Portfolio? | What is your current retirement strategy really costing you? Jackie Campbell examines the price of emotional investing, idle cash, missed tax opportunities, and decisions made without a complete view of your financial life. A featured conversation with Brad Jenkins explores a mathematical, methodical approach to investment decisions. The episode also considers how a coordinated plan can help savers understand what they may comfortably spend in retirement. 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 | InstagramSee omnystudio.com/listener for privacy information. | 25m 08s | ||||||
| 8/18/26 | The 10-Year Tax Trap Most Retirees Never See Coming | Could a simple birthday milestone cost you more in taxes than you realize? In this episode, Jackie Campbell discusses why the next 10 years may be one of the most important planning windows for retirement, taxes, inherited IRAs, and Medicare costs. Jackie explains how age-based milestones, tax changes, and lack of coordination between financial decisions can create unexpected challenges, and why having a long-term strategy matters. The conversation also explores Market Guard’s approach to tax efficiency and investment planning. 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 | InstagramSee omnystudio.com/listener for privacy information. | 25m 04s | ||||||
| 8/13/26 | Interview w/ the Founder of Market Guard, Brad Jenkins | What if the key to investing isn’t chasing returns, but managing risk with the right plan? Jackie Campbell sits down with Brad Jenkins, founder of Market Guard, to discuss the philosophy behind his investment methodology, the role of emotion in investing, and why retirement requires a different playbook than accumulation years. They explore customization, tax efficiency, risk management, and the importance of adapting strategies as life changes. Jackie and Brad also share simple analogies, including the famous “cookies and retirement” story, to explain complex investment concepts in a relatable way. 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 | InstagramSee omnystudio.com/listener for privacy information. | 33m 28s | ||||||
| 8/11/26 | Will Your Family Know What to Do When You’re Gone? | Your legacy can become a burden if the right documents and instructions are missing. Jackie Campbell explains why estate planning applies to every adult, not only the wealthy, and introduces the "My When File" as a central place for important personal and financial information. She also discusses wills, trusts, powers of attorney, healthcare directives, beneficiaries, asset titling, retirement distributions, sequence-of-returns risk, and tax planning. The episode connects today’s financial organization with the decisions loved ones may face later. 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 | InstagramSee omnystudio.com/listener for privacy information. | 22m 54s | ||||||
| 8/4/26 | Is Your Retirement Plan Still on Track? | The second half of the year may be the perfect time to revisit your financial goals. Jackie Campbell discusses mid-year retirement planning, portfolio reviews, asset allocation, cash flow, budgeting, and preparing for life's unexpected twists. From inheritance decisions to investment rebalancing and organizing important documents, Jackie explores practical ways to stay aligned with changing circumstances while keeping your broader financial goals in focus. 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 | InstagramSee omnystudio.com/listener for privacy information. | 22m 30s | ||||||
| 7/28/26 | The Two Choices Every Retiree Faces About Risk | What if the biggest retirement risk isn’t the market—but how you think about it? Jackie Campbell explores the difference between investing and retiring, why concentration in popular tech stocks can create hidden risks, and how confidence, income, taxes, and legacy planning all fit into a successful retirement strategy. 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 | InstagramSee omnystudio.com/listener for privacy information. | 22m 25s | ||||||
| 7/21/26 | retirement planninginvesting habits+5 | — | Campbell and CompanyTrump accounts+1 | — | retirement planinvesting+5 | — | 20m 03s | ||
| 7/14/26 | retirement planningfinancial lessons+3 | — | — | — | retirementfinancial planning+3 | — | 21m 15s | ||
| 7/7/26 | financial freedomretirement income+4 | — | mycampbellandco.comFacebook+2 | — | financial freedomretirement+5 | — | 20m 22s | ||
| 6/30/26 | retirement incomelegacy planning+4 | — | SpaceXmycampbellandco.com | — | retirementinvestment+5 | — | 21m 54s | ||
| 6/23/26 | market momentumfinancial risks+3 | Jason Correa | mycampbellandco.com | — | market riskstech-driven momentum+3 | — | 21m 48s | ||
| 6/9/26 | retirement planninginvestment strategy+5 | — | Mar-a-LagoCampbell and Co | United States | retirementinvestment buckets+6 | — | 22m 27s | ||
| 6/2/26 | market trendsrisk management+4 | — | mycampbellandco.comFacebook+2 | — | riskmarkets+3 | — | 21m 17s | ||
| 5/26/26 | financial planningretirement readiness+5 | — | mycampbellandco.comFacebook+2 | — | financial spring cleaning401(k)+5 | — | 20m 02s | ||
| 5/19/26 | retirement planningincome planning+3 | — | mycampbellandco.comFacebook+2 | — | retirementtest drive retirement+3 | — | 22m 14s | ||
| 5/12/26 | market performanceinflation+3 | — | mycampbellandco.comFacebook+2 | — | marketinflation+4 | — | 20m 12s | ||
| 5/5/26 | storytellingmusic+3 | Randy Owen | Alabama | Nashville, Tennessee | Randy OwenAlabama+3 | — | 11m 51s | ||
| 4/21/26 | tax planningtax preparation+3 | — | mycampbellandco.comFacebook+2 | — | tax planningtax preparation+5 | — | 19m 29s | ||
| 4/15/26 | dementiacaregiver burnout+5 | Debbie Selsavage | Coping with Dementiamycampbellandco.com | FacebookYouTube+1 | dementiacaregiver+5 | — | 32m 04s | ||
| 4/14/26 | tax preparationtax planning+3 | — | Campbell and CoFacebook+2 | 352 | tax seasonfinancial planning+3 | — | 20m 28s | ||
| 4/7/26 | retirementspending habits+4 | — | CMACampbell and Co | — | retirementspending+5 | — | 20m 15s | ||
| 3/31/26 | market uncertaintyretirement decisions+4 | — | mycampbellandco.comFacebook+2 | — | market warningsretirement+4 | — | 12m 02s | ||
| 3/30/26 | retirementleadership+4 | Sarah Trahern | CMAmycampbellandco.com | — | retirementleadership+5 | — | 8m 33s | ||
| 3/24/26 | retirement investinglong-term thinking+4 | — | mycampbellandco.com | — | retirementinvesting+4 | — | 13m 04s | ||
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