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Share 260: Holiday Spending Made Simple: Budget, Plan, & Celebrate Without Stress with Brett Bernstein
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260: Holiday Spending Made Simple: Budget, Plan, & Celebrate Without Stress with Brett Bernstein
In this episode of Saving With Steve, host Steve Sexton is joined by Brett Bernstein, Founder of XML Financial Group, and an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. They discuss budgeting for the holidays – simple ways to balance gifting, entertaining, and travel while staying on track with year-end goals.
They also talk about:
- Avoiding holiday debt traps – how to plan ahead and sidestep overspending
- Year-end planning opportunities – tax and investment moves to consider before December 31.
- Mindset shift – reframing the season around experiences and intentional giving.
Learn more about the show at www.SavingWithSteve.us
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By Steve Sexton
5
22 ratings
In this episode of Saving With Steve, host Steve Sexton is joined by Brett Bernstein, Founder of XML Financial Group, and an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. They discuss budgeting for the holidays – simple ways to balance gifting, entertaining, and travel while staying on track with year-end goals.
They also talk about:
- Avoiding holiday debt traps – how to plan ahead and sidestep overspending
- Year-end planning opportunities – tax and investment moves to consider before December 31.
- Mindset shift – reframing the season around experiences and intentional giving.
Learn more about the show at www.SavingWithSteve.us