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Intentional Planning: The Secret to Lasting Wealth and Happiness

Intentional Planning: The Secret to Lasting Wealth and Happiness

Beyond the Money · Jackie Campbell

December 9, 202521m 12s

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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.

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Topics

financial planningretirement roadmapincome strategyinvestment risktax planninghealthcarelegacyjackie campbellcampbell and companybeyond the money