Ep 17: Financial Planning for the Holidays
Play • 10 min

With the holidays right around the corner, now is the perfect time to start financially planning for this expensive time of year. The holidays are about being with family, it is okay to set limits on your gift-giving and spending. You'll want to make sure that your plan accounts for things like travel, food, and even healthcare. So today, we are discussing what you can do now to financially prepare.   

 

Key Points:

0:26 – Holiday planning

3:00 – Budgeting around family

3:53 – Setting limits

4:54 – Personalized gifts

5:13 – Planning on traveling

6:29 – Expensive gifts

7:52 – Preparing for healthcare

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260

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