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Innhold levert av Melissa Joy, CFP® and Melissa Joy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Melissa Joy, CFP® and Melissa Joy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Episode 196: Slaying the Holiday Budget Beast: Tips and Tactics

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Manage episode 387749880 series 3390556
Innhold levert av Melissa Joy, CFP® and Melissa Joy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Melissa Joy, CFP® and Melissa Joy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Do you feel like you're hemorrhaging money every holiday season? I've been there, and want to share some things that help to navigate holiday spending without breaking your budget. Join Co-host Melissa Fradenburg as she unpacks five effective strategies drawn from her own experiences and missteps. Melissa breaks down how to set clear gift-giving expectations, stick to a fixed budget, and make the most from seasonal sales. Learn how to leverage apps or spreadsheets to track your gift ideas and purchases, saving you from last-minute shopping stress and unexpected costs. And if you're tired of the materialism, we've got you covered with fresh ideas on gifting experiences rather than things. Let's redefine the holiday season together - less financial stress, more joy, and lasting memories. Don't miss this episode!
Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

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Kapitler

1. Episode 196: Slaying the Holiday Budget Beast: Tips and Tactics (00:00:00)

2. Holiday Spending (00:00:05)

3. Holiday Budget and Gift List Tips (00:09:11)

4. Holiday Spending Tips and Financial Support (00:23:49)

240 episoder

Artwork
iconDel
 
Manage episode 387749880 series 3390556
Innhold levert av Melissa Joy, CFP® and Melissa Joy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Melissa Joy, CFP® and Melissa Joy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Do you feel like you're hemorrhaging money every holiday season? I've been there, and want to share some things that help to navigate holiday spending without breaking your budget. Join Co-host Melissa Fradenburg as she unpacks five effective strategies drawn from her own experiences and missteps. Melissa breaks down how to set clear gift-giving expectations, stick to a fixed budget, and make the most from seasonal sales. Learn how to leverage apps or spreadsheets to track your gift ideas and purchases, saving you from last-minute shopping stress and unexpected costs. And if you're tired of the materialism, we've got you covered with fresh ideas on gifting experiences rather than things. Let's redefine the holiday season together - less financial stress, more joy, and lasting memories. Don't miss this episode!
Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

  continue reading

Kapitler

1. Episode 196: Slaying the Holiday Budget Beast: Tips and Tactics (00:00:00)

2. Holiday Spending (00:00:05)

3. Holiday Budget and Gift List Tips (00:09:11)

4. Holiday Spending Tips and Financial Support (00:23:49)

240 episoder

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