
Saving With Steve
299: Year-End Financial Planning: How to Prepare for the Holidays Without the Money Stress with Shavon Roman
In this episode of Saving With Steve, host Steve Sexton is joined by Shavon Roman, Founder and Chief Money Strategist of Heal. Plan. Invest. , to discuss how to prepare financially and emotionally for the holidays and the year ahead. They discuss: How to conduct a year-end money checkup without judgment Why financial planning should consider both your numbers and your emotions How to create a realistic holiday spending plan before the expenses start piling up Why holiday budgets should account for gifts, meals, travel, gatherings, and self-care How planning ahead and setting aside dedicated holiday funds can reduce financial stress Ways AI and other tools can make holiday planning and gift buying easier How reflecting on the past year can help families make better financial decisions in the next one Learn more about the show at www.SavingWithSteve.us






