LIVE! Holiday Cheer and Financial New Year | Fishbowl - Enjoy More 30s: Family Finance

Episode 2

LIVE! Holiday Cheer and Financial New Year | Fishbowl

Published on: 22nd November, 2021

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.

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About the Podcast

Enjoy More 30s: Family Finance
Family Finance for Young Professionals.
Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth.

Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, by hitting on the financial topics that tend to weigh on us, stress us out, and distract our focus from simply enjoying life.

Joseph P Okaly is a CFP Certified Financial Advisor who fits directly in with who this podcast is focused on - a young professional with a family. With over a decade of experience as an advisor, there is passion and knowledge to make a difference.

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