Santa reading Naughty and Nice list

Episode 39: Financial Naughty or Nice List

Dec 24, 2020

If there was a Financial Santa Clause, would you be on his naughty or nice list this year?  We will ask some questions in this podcast so you can determine which list you are on.  And how you can make sure you are on the nice list for next year.

Here are just a handful of the things that we'll discuss:

  • How aware are you of your savings, investments, and spending?
  • How are you doing with debt?  Are you paying credit cards off monthly or making progress on paying down balances?
  • Do you have an expense plan or do you buy compulsively?

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