Level Up Your Finances Retirement Tax Planning Investments Stock Options Goals Confidence Life

Do you struggle with your finances during the holidays? I cover 6 tips to take control over the holiday season.

This episode was originally created for a live video challenge I’m doing on my social networks, but I wanted to share it with you!

  1. Set a limit (budget)
  2.  Research
  3. Free Shipping
  4. Make something
  5. Be present
  6. Experiences over things


cfp fort collins, co

Lucas Casarez is a Certified Financial Planner™ Professional serving tech professionals virtually out of Fort Collins, CO