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This is the stuff you millionaires in the making need to know to kick start or propel you on your financial fitness journey. Tracey Bissett, Founder of Bissett Financial Fitness and award winning Financial Literacy Champion, gives you the straight goods each week to set yourself up for financial success. As a former executive at TD Bank, one of Canada's Big 5 Banks, Tracey has worked with and in support of thousands of individuals and entrepreneurs to secure the financing they needed.  This hands on experience combined with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach all things money. Tracey goes behind-the-scenes of all the money matters with need-to-know tips, money-making demystified, and special power-player interviews. Join us weekly for Financial Fitness Training that will turn even a Cash Couch Potato into a Marathon Money Maker.

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

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

Jan 15, 2019

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:

 



Connect with Colleen O’Connell-Campbell:



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