Spending, Purpose, and the Next Chapter
From Beyond the Money by Jackie Campbell
April 7, 2026 · 20 min
About this episode
The episode discusses the transition into retirement, focusing on purpose, identity, and spending habits.
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 explores why the first years matter most, how fear of spending can limit joy, and why a flexible spending plan beats rigid budgeting. From retail therapy metaphors to real‑life planning pitfalls, the episode highlights how intentional choices, clarity, and confidence shape a retirement that feels full—not empty. 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.
People in this episode
Host: Jackie Campbell
Topics covered
- retirement
- spending habits
- purpose
- identity
- financial planning
- emotional shift
Keywords
- retirement
- spending
- financial planning
- purpose
- identity
- budgeting
- emotional shift
Mentioned in this episode
Organizations: CMA, Campbell and Co
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