Mastering Financial Independence and Legacy Planning: Jackie Campbell

Get Your FILL, Financial Independence and Long Life

Welcome to another empowering episode of "Get Your FILL: Financial Independence and Long Life," where we delve into strategies for achieving these two essential life goals. Join us as we welcome Jackie Campbell, the president and founder of Campbell and Company, wealth advisors, and CPAs.

With over three decades of experience serving families and businesses in the Tampa area, Jackie brings invaluable insights into financial planning and legacy building. In this engaging conversation, Jackie shares her expertise on the importance of preparation in financial planning, dispelling common fears and misconceptions.

From the significance of estate planning to navigating complex tax regulations, she offers practical advice for individuals at every stage of their financial journey.

Discover how Jackie’s holistic approach to wealth management goes beyond mere numbers, focusing on the deeper aspects of personal and financial well-being.

Learn how to cultivate good financial habits, adapt to life transitions, and build a solid foundation for future generations. Join us as we explore Jackie's book, "Be Prepared," and gain invaluable insights into creating a robust financial plan that aligns with your goals and values.

Whether you're a seasoned investor or just starting your financial journey, this episode promises to empower you with the knowledge and tools needed to secure your financial future.

Don't miss out on this enriching conversation with Jackie Campbell, where financial wisdom meets compassionate guidance.

Connect with Jackie

Website: https://mycampbellandco.com/

Podcast: https://podcast.app/beyond-the-money-p623755/

Beyond the Badge: https://beyondthebadgefl.libsyn.com/?_ga=2.88168924.657616763.1646664372-1591040831.1642625645