Beyond the Money

Spending, Purpose, and the Next Chapter


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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.

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Beyond the MoneyBy Jackie Campbell

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