Click below to listen to Episode 10 – Thanksgiving and Timely Reminders
Episode 10 – Thanksgiving and Timely Reminders
As we approach the upcoming holidays and the end of the year, Bob and Mary Jo thought it would be good to share some timely reminders regarding your personal financial wellness. Thanksgiving is one of our favorite holidays. It is a wonderful time to reflect on the past year with family and friends over Thanksgiving dinner, and remind one another of everything that we are thankful for.
With Black Friday and Cyber Monday looming around the corner, Bob and Mary Jo share tips for sticking to a budget when it comes to gift giving and money spending. They also touch on other year end topics including charitable gift giving, reviewing your tax situations, and maximizing your retirement plan contributions.
HOSTED BY: Bob Barber, CWS® and Mary Jo Lyons, CFP®