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Ep 44 Budget Tips for Holiday Shopping
Manage episode 454995147 series 3498478
Контент предоставлен Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte, Smarth Wealth- Navigating Your Financial Future with Brett Cranson, and Omari Whyte. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte, Smarth Wealth- Navigating Your Financial Future with Brett Cranson, and Omari Whyte или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode, Brett Cranson and Omari Whyte discuss effective strategies for holiday shopping and budgeting to avoid financial stress during the festive season. They emphasize the importance of planning ahead, creating a budget, and considering charitable donations before the year ends to optimize tax returns. The conversation highlights the significance of being financially prepared to enjoy the holiday season without the burden of credit card debt.
Takeaways
- Start holiday shopping with a budget in mind.
- Plan gift giving throughout the year to avoid surprises.
- Utilize high-interest savings accounts for gift funds.
- Consider deals throughout the year, not just on Black Friday.
- Charitable donations should be planned before year-end for tax benefits.
- Create a comprehensive list of gift recipients and budgets.
- Regularly assess cash flow to manage holiday expenses.
- Incorporate charitable giving into your financial planning.
- Avoid credit card debt by saving in advance for gifts.
- Engage in financial planning to enhance overall financial wellness.
LinkedIn Brett Cranson: linkedin.com/in/brettcranson
LinkedIn Omari Whyte: linkedin.com/in/omari-whyte
For business inquiries, please head over to
https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca
email:
brett.cranson@ipcsecurities.com
omari.whyte@familyfirstadvisors.ca
Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.
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