EP065 Colleen O'Connell-Campbell shares lessons learned from I'm a Millionaire! So Now What?

Colleen O’Connell-Campbell is the lead of O’Connell-Campbell Wealth Management at RBC Dominion Securities Inc. She specializes in creating financial plans and strategies for wealthy families, self-made millionaires, and entrepreneurs spend, save and share their wealth. Colleen is the host of the podcast I’m a Millionaire! So Now What? She has a Bachelor of Commerce from Carleton University and has worked in banking and financial planning since 1994.  Colleen is a mother of two and is passionate about local causes and her community.

 

Colleen joins me today to share how she is helping families find financial fitness through budgeting, planning, saving, and investment. She reveals the questions that she asks when creating a financial goal, along with the common themes and mindset that will help people find financial fitness. Colleen introduces her podcast, the topics it explores, and the types of experts featured on the show. She also shares the common traits that she has noticed in entrepreneurs and wealthy families and balances the conversation by considering what makes people happy.

“The amount of money you have doesn’t indicate how financially literate you are, so we boil things down into simple everyday terms and ask straightforward questions.” - Colleen O’Connell-Campbell

This Week on Young Money:

 

• Colleen’s day-to-day work in helping families find financial fitness including creating budgets, spending plans, saving strategies, investment, and sharing/charitable donations.
• The questions that Colleen asks people to help plan their financial future and accomplish their goals.
• The topics explored and the types of experts that are featured on the I’m A Millionaire! So Now What? Podcast. Guests include: W. Brett Wilson, Kelsey Ramsden, Anu Bidani and Hilda Gan.
• The common themes and mindsets that have helped Colleen find success.
• The challenges that Colleen has overcome and the advice that she wished she had when she was younger.
• The key success factors and behaviors that entrepreneurs and wealthy families have as a group including having a purpose and a why.
• Why it is important to be grateful for what you have, not compare yourself to others, and truly understand what will make you happy.
• Find out Colleen’s New Year’s Resolution – check out her big, bold promise here.

Three Themes that lead to success:

 

1. Have tenacity and perseverance.
2. Be curious, think big, and act bigger.
3. Maintain personal and professional support or go out and get it if you don’t have it.

Resources Mentioned:

 

• EP059 What is insurance and Why do I Need it with Deborah Williams
• EP061 Bstellar with Stacey Ann Berry
• The Soul of Money: Reclaiming the Wealth of our Inner Resources by Lynne Twist

Connect with Colleen O’Connell-Campbell:

• Colleen O’Connell-Campbell
• I’m a Millionaire! So Now What?
• Colleen on LinkedIn
• Colleen on Facebook
• Colleen on Twitter *(tweets are my own! Not endorsed by RBC DS)

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