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Inhoud geleverd door Melissa Joy, CFP® and Melissa Joy. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Melissa Joy, CFP® and Melissa Joy of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Episode 196: Slaying the Holiday Budget Beast: Tips and Tactics

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Manage episode 387749880 series 3390556
Inhoud geleverd door Melissa Joy, CFP® and Melissa Joy. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Melissa Joy, CFP® and Melissa Joy of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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 advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

Hoofdstukken

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)

233 afleveringen

Artwork
iconDelen
 
Manage episode 387749880 series 3390556
Inhoud geleverd door Melissa Joy, CFP® and Melissa Joy. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Melissa Joy, CFP® and Melissa Joy of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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 advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

Hoofdstukken

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)

233 afleveringen

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