What would you do if a windfall changed your life overnight? This episode with Jackie Campbell explores the realities of sudden wealth, Social Security strategies, and the importance of planning for both expected and unexpected events. Discover why communication, clarity, and confidence are essential for protecting your legacy and ensuring your income lasts—no matter what surprises come your 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 | Instagram

See omnystudio.com/listener for privacy information.

What if retirement wasn’t just about money—but about meaning? In this episode of Beyond The Money, Jackie Campbell explores the emotional side of retirement: the shift in identity, the fear of “one more year,” and the power of purpose. From organizing your “My Win” file to understanding withdrawal strategies beyond the 4% rule, Jackie shares real-life stories and practical tools to help you retire with clarity, confidence, and joy. Whether you're counting down the days or just starting to plan, this episode will help you define what truly makes you happy 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 | Instagram

See omnystudio.com/listener for privacy information.

Is 65 still the magic age to retire? In this episode, Jackie Campbell explores why retirement isn’t just about hitting a number—it’s about testing the math, knowing your lifestyle, and planning for surprises. From orphaned 401(k)s to unexpected health events, learn how to build a flexible retirement strategy that works for you. Plus, discover how to track down lost retirement accounts and why consolidating your finances can simplify your 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.

Are you a “time optimist” putting off your retirement plan? In this episode of Beyond The Money, Jackie Campbell explores the emotional and financial costs of procrastination, the importance of stress-testing your retirement plan, and how to avoid legacy battles like those seen in celebrity estates. From tax-smart strategies to long-term care and estate planning, Jackie shares how a 360-degree retirement roadmap can help you move forward with clarity and confidence—no judgment, just results.

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.

What’s around the next curve in retirement? In this episode, Jackie Campbell breaks down the three pillars of retirement planning—risk, income, and taxes—and why the final five years before retirement are critical. Learn how portfolio risk, withdrawal strategies, and Social Security decisions can shape your future. Plus, hear a heartfelt tribute and backstage interview with country music legend Jeannie Seely, reflecting on her legacy at the Grand Ole Opry and advice for newcomers. It’s a blend of financial clarity and timeless wisdom.

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.

What does a 360° retirement roadmap really look like? In this episode of Beyond the Money, Jackie Campbell breaks down the essentials of smart tax planning, legacy protection, and financial clarity. From the impact of Roth conversions and the silver tsunami of wealth transfer to a candid moment with Bill Murray on quality of life, this episode blends practical advice with heartfelt insight. Whether you're nearing retirement or already there, this conversation helps you align your money with your purpose.

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.

What happens when a Super Bowl champion trades stadium lights for saving lives? In this episode of Beyond the Money, Martín Gramática shares his journey from NFL kicker to health advocate and entrepreneur. He opens up about overcoming childhood adversity, raising a family, and launching Clearview Imaging—a preventative health company offering life-saving scans in under five minutes. From football glory to personal growth, Martín’s story is a powerful reminder that purpose and legacy go far beyond the game.

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.

Would you spend more time planning a Disney trip than your retirement? In this episode, Jackie Campbell explains how the Retirement Map helps you visualize your financial future, reduce taxes, and build a plan that supports your lifestyle and legacy. From RMD strategies and Roth conversions to budgeting for adult children and stress-testing your income, Jackie shares real-life stories and practical advice to help you retire with confidence. Whether you’ve saved $500K or $5M, it’s not about how much you have—it’s about how you plan.

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.

What does it mean to live a life steeped in legacy and music? In this special episode, Jackie Campbell sits down with Grand Ole Opry legend Jeannie Seely to reflect on over 5,300 performances, the enduring spirit of country music, and the sisterhood behind the scenes. From her signature song “Don’t Touch Me” to advice for young artists, Jeannie shares heartfelt stories of gratitude, trust, and staying present. It’s a nostalgic journey through the Opry’s past and a celebration of its 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.

What happens when legacy planning goes wrong—and how can you avoid it? In this episode of Beyond the Money, Jackie Campbell shares lessons from the Jimmy Buffett estate battle and sits down with Social Security expert Mary Beth Franklin to unpack the future of benefits, common claiming mistakes, and the impact of the Windfall Elimination Provision. Whether you're nearing retirement or supporting aging parents, this episode offers timely insights to help you protect your income and your legacy.

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.