Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor and I’m using my 15 years of experience as a financial advisor to help you gain clarity and make a plan for the retirement you envision.
On this podcast, I cover everything from investing, to retirement spending, to taxes in retirement in just a few minutes each day, so if you’re 5-10 years on either side of retirement, and looking for some daily doses of financial planning wisdom, you’re in the right place.
The theme this week on the podcast is: How To Minimize Financial Stress During The Holidays
A few years ago, I convinced my husband’s family to do a secret santa rather than individual gift giving for everyone, and we all agree, it was a great decision…[discuss benefits]
With inflation still running hot, it’s an ideal year to really scrutinize your holiday spending and look for ways to cut back on both your spending and your stress.
So this week I’ll talk about…
- How starting early in the season can make a huge difference
- How creating goals for the season can help you be intentional about how you spend your time and money during the holidays
- Setting a budget that goes beyond gift spending
- How saying no to more things can help you say yes to what matters most to you
- And how to cut back on gift giving and not hurt anyone’s feelings
That’s it for today. Thanks for listening! Come on back tomorrow…
My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.
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----------Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance