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Beyond Saving with Olga Campbell: Why Financial Wellness Is Self-Care

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Manage episode 494881054 series 3539680
Content provided by Shelly Jefferis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shelly Jefferis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Picture this: you've diligently saved for decades, your retirement account has grown impressively, but a nagging question keeps you up at night – "Will I have enough money for as long as I live?" Financial expert Olga Campbell addresses this universal concern head-on in our latest conversation, revealing how proper planning can transform anxiety into peace of mind.
Olga shares a powerful client story that demonstrates the life-changing impact of proactive financial planning. Her client had originally planned to retire at 67, but when both parents fell ill, she became their full-time caregiver, forcing her to leave her job seven years earlier than anticipated. After her parents passed, she faced a frightening question: "What happens to me now?" Thanks to the financial plan Olga had created with her in 2019, this woman discovered she not only had enough to retire early but would actually have more than needed – providing immense relief during an otherwise difficult transition.
This conversation illuminates a crucial truth about retirement planning: it's not about reaching a specific age, but rather achieving your "number" – the amount needed to maintain your desired lifestyle throughout your remaining years. As Olga wisely points out, financial wellness is deeply connected to our physical and mental health. Money stress is a leading cause of overall stress, making sound financial planning an essential component of our holistic wellness journey. The discussion also explores how our relationship with money is often shaped by childhood experiences, potentially requiring mindset shifts before meaningful financial change can occur.
Ready to transform your financial outlook and reduce money-related stress? Take Olga's closing advice to heart: "Nothing changes unless you initiate the change." Connect with her for a free consultation to discuss your unique situation and create a personalized financial roadmap. Join us on October 4th at the Moms Who Flourish event in Southern California to hear Olga speak in person and continue your journey toward complete wellness – financial, physical, and emotional.

CONNECT WITH OLGA:

Instagram: https://www.instagram.com/olgacampbell300fg
Facebook: https://www.facebook.com/OlgaCampbell

https://po3agency.wixsite.com/olgacampbell300fg?fbclid=PAZXh0bgNhZW0CMTEAAadFcT8p_CRblnsTMnq9kUr4rL3U8AQysceXLwMQE7B0SsVkZtaPwlc54qW3zQ_aem_mwZ7zS

CONNECT WITH SHELLY:
Instagram: https://www.instagram.com/wellnesswithshellyj https://www.instagram.com/momswhoflourish
Facebook: https://www.facebook.com/ShellyJefferis

LINK to upcoming MOMS WHO FLOURISH Wellness Event October 4th: https://buy.stripe.com/00weVc40n64nbsNblH0gw0p
A few of Shelly's favorite clean products:

High quality, clean nutrition and beauty products: https://shellyjefferis.isagenix

Clean-crafted wine, free from chemicals & pesticides:
https://scoutandcellar.com/?u=healthyhappyhours

Cayla Gray- Non-toxic cologne & perfume: https://caylagray.com/wellnesswithshellyj (10% discount)

JuJu Non-toxic candles & air fresheners:
https://goodjujucandles.com/?ref=mrtgnygh
Coupon code for 10% off: ShellyJefferis

Thank you for listening to the Words of Wellness podcast with Shelly Jefferis. I am honored and so grateful to have you here and it would mean the world to me if you could take a minute to follow, leave a 5-star review and share the podcast with anyone you love and anyone you feel could benefit from the message.
Thank you and God Bless! And remember to do something for yourself, for your wellness on this day!
In Health,

Shelly

  continue reading

Chapters

1. Introduction to Words of Wellness (00:00:00)

2. Meet Financial Expert Olga Campbell (00:02:03)

3. Client Success Story: Early Retirement (00:04:24)

4. Long-Term Care Planning Considerations (00:10:35)

5. Financial Wellness and Mindset Connection (00:14:28)

6. Final Thoughts and Event Information (00:21:20)

119 episodes

Artwork
iconShare
 
Manage episode 494881054 series 3539680
Content provided by Shelly Jefferis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shelly Jefferis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Picture this: you've diligently saved for decades, your retirement account has grown impressively, but a nagging question keeps you up at night – "Will I have enough money for as long as I live?" Financial expert Olga Campbell addresses this universal concern head-on in our latest conversation, revealing how proper planning can transform anxiety into peace of mind.
Olga shares a powerful client story that demonstrates the life-changing impact of proactive financial planning. Her client had originally planned to retire at 67, but when both parents fell ill, she became their full-time caregiver, forcing her to leave her job seven years earlier than anticipated. After her parents passed, she faced a frightening question: "What happens to me now?" Thanks to the financial plan Olga had created with her in 2019, this woman discovered she not only had enough to retire early but would actually have more than needed – providing immense relief during an otherwise difficult transition.
This conversation illuminates a crucial truth about retirement planning: it's not about reaching a specific age, but rather achieving your "number" – the amount needed to maintain your desired lifestyle throughout your remaining years. As Olga wisely points out, financial wellness is deeply connected to our physical and mental health. Money stress is a leading cause of overall stress, making sound financial planning an essential component of our holistic wellness journey. The discussion also explores how our relationship with money is often shaped by childhood experiences, potentially requiring mindset shifts before meaningful financial change can occur.
Ready to transform your financial outlook and reduce money-related stress? Take Olga's closing advice to heart: "Nothing changes unless you initiate the change." Connect with her for a free consultation to discuss your unique situation and create a personalized financial roadmap. Join us on October 4th at the Moms Who Flourish event in Southern California to hear Olga speak in person and continue your journey toward complete wellness – financial, physical, and emotional.

CONNECT WITH OLGA:

Instagram: https://www.instagram.com/olgacampbell300fg
Facebook: https://www.facebook.com/OlgaCampbell

https://po3agency.wixsite.com/olgacampbell300fg?fbclid=PAZXh0bgNhZW0CMTEAAadFcT8p_CRblnsTMnq9kUr4rL3U8AQysceXLwMQE7B0SsVkZtaPwlc54qW3zQ_aem_mwZ7zS

CONNECT WITH SHELLY:
Instagram: https://www.instagram.com/wellnesswithshellyj https://www.instagram.com/momswhoflourish
Facebook: https://www.facebook.com/ShellyJefferis

LINK to upcoming MOMS WHO FLOURISH Wellness Event October 4th: https://buy.stripe.com/00weVc40n64nbsNblH0gw0p
A few of Shelly's favorite clean products:

High quality, clean nutrition and beauty products: https://shellyjefferis.isagenix

Clean-crafted wine, free from chemicals & pesticides:
https://scoutandcellar.com/?u=healthyhappyhours

Cayla Gray- Non-toxic cologne & perfume: https://caylagray.com/wellnesswithshellyj (10% discount)

JuJu Non-toxic candles & air fresheners:
https://goodjujucandles.com/?ref=mrtgnygh
Coupon code for 10% off: ShellyJefferis

Thank you for listening to the Words of Wellness podcast with Shelly Jefferis. I am honored and so grateful to have you here and it would mean the world to me if you could take a minute to follow, leave a 5-star review and share the podcast with anyone you love and anyone you feel could benefit from the message.
Thank you and God Bless! And remember to do something for yourself, for your wellness on this day!
In Health,

Shelly

  continue reading

Chapters

1. Introduction to Words of Wellness (00:00:00)

2. Meet Financial Expert Olga Campbell (00:02:03)

3. Client Success Story: Early Retirement (00:04:24)

4. Long-Term Care Planning Considerations (00:10:35)

5. Financial Wellness and Mindset Connection (00:14:28)

6. Final Thoughts and Event Information (00:21:20)

119 episodes

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