Beyond the Money
Beyond the Money
Jackie Campbell
Intentional Planning: The Secret to Lasting Wealth and Happiness
21 minutes Posted Dec 9, 2025 at 9:00 am.
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21:12
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Show notes

What does it really take to build a financial plan that goes beyond the numbers? This episode with Jackie Campbell breaks down the six essential components of a solid financial roadmap—from income and investment strategies to tax planning, healthcare, legacy, and emotional well-being. Discover why intentional decisions matter at every stage, how to balance risk and protection, and why organizing your life’s details can make all the difference. Real stories and practical advice help you create a plan that supports both your wealth and your purpose.

For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!

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