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In this episode, Evan provides timely financial advice on planning ahead for the upcoming Christmas and holiday season, even in the middle of summer. He suggests setting up a budget and a dedicated holiday savings account to avoid financial stress in January. Additionally, he discusses thorough vacation budgeting, sharing his own experience of how careful planning revealed a significant increase in expected costs. Evan offers practical tips, including using a vacation planner spreadsheet with currency conversion to ensure a smooth and enjoyable trip without unexpected expenses.
📝 Want a personalized retirement plan?
✅ Free Retirement Readiness Scorecard
✨ Get your money organized - Your Full Financial Picture Spreadsheet
By Evan Neufeld, CFP®In this episode, Evan provides timely financial advice on planning ahead for the upcoming Christmas and holiday season, even in the middle of summer. He suggests setting up a budget and a dedicated holiday savings account to avoid financial stress in January. Additionally, he discusses thorough vacation budgeting, sharing his own experience of how careful planning revealed a significant increase in expected costs. Evan offers practical tips, including using a vacation planner spreadsheet with currency conversion to ensure a smooth and enjoyable trip without unexpected expenses.
📝 Want a personalized retirement plan?
✅ Free Retirement Readiness Scorecard
✨ Get your money organized - Your Full Financial Picture Spreadsheet

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