Women, Work & Medicare: The New Rules of Retirement
What if retirement isn’t the end, but a new beginning? In this episode, Jackie Campbell explores why many choose to work longer, how women face unique retirement challenges, and what you must know about Medicare open enrollment. Plus, get real talk on market volatility, relationships, and building a plan that lasts as long as you do—while still having fun along the 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.
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Retire Like a Pro: Florida’s Secrets & Stress Tests
Is Florida really the best place to retire—or is there more to the story? This episode with Jackie Campbell explores why cities like Tampa top the retirement charts, how to stress-test your financial plan, and the secrets behind the great wealth transfer. Plus, hear what Hall & Oates can teach us about knowing when it’s time to move on. Discover practical tips for downsizing, legacy planning, and making your future bigger than your past. 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.
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Windfalls & Wake-Up Calls: Planning for the Unexpected
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 | InstagramSee omnystudio.com/listener for privacy information.
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Retirement Isn’t a Number—It’s a Feeling
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 | InstagramSee omnystudio.com/listener for privacy information.
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Retire at 65? Test the Math First
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 | InstagramSee omnystudio.com/listener for privacy information.
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.
South Africa