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Tips for Reducing Anxiety While Vacation Planning with Amanda Monschein: Fiduciary Voices Summer #FinLit Series

7/26/2024

 
Summer FinLit host Rebekah Law is joined by Amanda Monschein, Financial Advisor at Stratus Wealth Advisors, to share valuable insights on vacation planning and budgeting to help you make the most of your money while creating memorable experiences.
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Monschein explains why she prefers the term "spending plan" over "budget" due to its positive connotations and why planning your spending is more about aligning expenses with personal values rather than restrictive budgeting.
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She emphasizes the psychological benefits of how proper planning helps manage expectations, reduce anxiety, and enhance the overall travel experience. The pair also highlight cost-saving travel tips from choosing accommodations with kitchen facilities to using credit card rewards for flights.
[Video: 14:33]

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