It’s Not Too Early: Planning Now for a Stress-Free Holiday

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.

Retirement Readiness Scorecard 🇨🇦

Looking to retire in the next 10 years or less (age 45+)?

Get your money organized - Your Full Financial Picture Spreadsheet