Planning the Perfect Family Vacation with Ed Mahaffy: Fiduciary Voices Summer #FinLit Series6/28/2024
He highlights a recent family trip to Costa Rica to show how families can plan and save for their adventure, balancing fun activities like rainforest tours, whitewater rafting, and zip lining with practical financial strategies.
Huerta recounts one of her favorite vacation experiences, highlighting the importance of prioritizing what matters most to you, whether it's food, nature, or simply getting away. She emphasizes the value of creating a budget for your trip to avoid post-vacation financial stress and enjoy the experience guilt-free.
The two also discuss the flexibility required when things don't go as planned and offer advice on how to adapt and stay on track. They share insights on using credit card points to save on flights and accommodations and the significance of having a spending plan in general.
She also shares her travel experiences, including a well-planned trip to Morocco, and offers practical advice for integrating travel into your financial plans.
Making Your Dream Vacation a Reality with Mike Bisaro: Fiduciary Voices Summer #FinLit Series6/7/2024
Bisaro also shares insights on effective cash flow planning for all stages of life -- not just making your big vacation dreams a reality -- and the significance of building good financial habits overall.
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