Artwork for podcast Enjoy More 30s: Family Finance
LIVE! Holiday Cheer and Financial New Year | Fishbowl
Episode 222nd November 2021 • Enjoy More 30s: Family Finance • Joseph P. Okaly
00:00:00 00:59:12

Share Episode


Approach this holiday with a healthy mindset, gain financial tips on what to look for, and set goals to make the most of 2022!

  • [future you] Looking back on this holiday season that just passed. So what would have to have happened for you to say that you had a wonderful holiday season? (18:05)
  • I'm a big fan of time blocking, of money blocking and basically, those are just terms of being more intentional with your time, being more intentional with your money at a time kind of separate, you know, ahead of time advance planning, so that you don't get tied up in the emotions of the moment. (27:44)
  • Goal setting is a means for helping us achieve things more quickly than we otherwise would have if we didn't set those goals.

Quote for the episode. "Be intentional about what would make you the happiest this holiday season. What would have to happen when you're looking back in January to say wow, that was a really great holiday. Focus on those things for the end of the year to make sure that you get them done and have those experiences. And then for the new year, I really cannot highly enough recommend setting goals for yourself." (56:18)

Securities offered through TFS Securities, Inc., and Advisory Services through TFS Advisory Services, an SEC Registered Investment Advisor Member FINRA/SIPC. TFS Securities, Inc., is located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.