Savvy Travel Secrets with Michael Israel: Fiduciary Voices Summer #FinLit Series

Summer FinLit host Rebekah Law is joined by Michael Israel, CFP®, Managing Partner of Revolve Wealth Partners, to share his expertise on vacation planning and budgeting.
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Israel emphasizes the importance of creating lasting memories with family while being financially savvy. He highlights the concept of 'high-low' budgeting, where you allocate more funds to experiences that matter most to you while cutting costs on less significant expenses.

This approach ensures memorable experiences without overspending. From choosing local markets for meals to navigating cities using public transportation, Israel provides tips on making the most of your travel budget. He also touches on the importance of planning purchases in advance and understanding local tax benefits to save on shopping expenses.

[Video: 18:35]