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Content provided by Matthew Neyland, CFA, and CAIA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Neyland, CFA, and CAIA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Incorporating Bonuses into Spending - Episode 41

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Content provided by Matthew Neyland, CFA, and CAIA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Neyland, CFA, and CAIA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In today’s Solutions and Knowledge podcast, Certified Financial Planners® Mac and Jason discuss how to approach integrating your bonus or other windfall into your regular spending. From identifying your current financial standing and future goals to avoiding common mistakes like emotional decision-making, you’ll learn strategies to help you make thoughtful decisions that align with your needs and values. Whether you're a spender or saver, we’ll help you strike a balance between planning for tomorrow and enjoying today. Be sure to hit that subscribe button for more pearls of wisdom from SK Wealth!

Resources mentioned in this episode: Die with Zero: Getting All You Can From Your Money and Your Life by Bill Perkins.

  continue reading

72 episoade

Artwork
iconDistribuie
 
Manage episode 395560418 series 1532824
Content provided by Matthew Neyland, CFA, and CAIA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Neyland, CFA, and CAIA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In today’s Solutions and Knowledge podcast, Certified Financial Planners® Mac and Jason discuss how to approach integrating your bonus or other windfall into your regular spending. From identifying your current financial standing and future goals to avoiding common mistakes like emotional decision-making, you’ll learn strategies to help you make thoughtful decisions that align with your needs and values. Whether you're a spender or saver, we’ll help you strike a balance between planning for tomorrow and enjoying today. Be sure to hit that subscribe button for more pearls of wisdom from SK Wealth!

Resources mentioned in this episode: Die with Zero: Getting All You Can From Your Money and Your Life by Bill Perkins.

  continue reading

72 episoade

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