 |
Beyond the MoneyAuthor: Jackie Campbell
Jackie Campbell is a Certified Financial Planner, CPA, and founder of Campbell and Company Wealth Advisors and CPAs. 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. Language: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Five Steps to a More Intentional—and Successful—Year
Tuesday, 6 January, 2026
What if being intentional—not just optimistic—could transform your next 12 months? In this episode, Jackie Campbell shares five practical steps for building a solid financial plan: set SMART goals, create a written money plan, clean up your financial “messes,” prioritize self-care, and always keep learning. Discover how to protect your assets, plan for taxes, and prepare for life’s surprises with clear strategies that work at any stage. It’s a candid look at how small, intentional actions can make a big difference in your financial 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.
