How to avoid the money trap at Christmas

How to avoid the money trap at Christmas

Join Jim Rosetti and Margaret Wittkopp in this episode, they discuss Christmas and money.

Listen in as they discuss valuing relationships over money but realizing that Christmas brings not only joy but also higher expenditures than some of us are comfortable with.  They have tips for approaching this holiday.

Highlights

(2:40) The American Dream Experience in Eau Claire, WI in April of 2022

(6:16) Tis the season – the commercialization of Christmas

(8:25) Valuing relationships over money

(12:00) Reducing spending, guilt, and procrastination by infusing love and joy into your choices

(20:29) Education IRAs and tax breaks

(25:40) Plan ahead to steer clear of impulsive decisions

 

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/

Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)

Veritas Financial Services extends invitations to everyone to our educational presentations.