With the holiday season right around the corner I want to chat about year end money goals. At this time of year the focus on money and how we plan for it is kind of be deviated from for all of us and that’s okay. I’m not here to wag my finger at you and tell you how wrong you are. But rather I wanted to share with you a few things that I am working on personally for the rest of the year. 

Money management is not just about saving, spending and investing. It includes other parts of our life that are really closely tied to the money and that is what I want to focus on in today’s episode.

Anna’s Key Takeaways:

Intro (00:00)

Estate Plan (1:02)

Travel Budget (2:53)

Christmas Shopping (5:17)

Taxes (6:34)



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