CFO Corner Week 44 - Set Your Holiday Number Before the Sales Start
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Most of us can guess what we spent on gifts. It's everything around the gifts — the flight home, the party outfit, the office Secret Santa, the teacher gifts — that blows the budget. This week, Meghan walks through how to set one total holiday number before the sales and invitations start: find your ceiling, list every category (including the five hidden costs), add a buffer, and trim until it fits — with a full worked example.
This week's action: find your ceiling, build your list with every hidden cost plus a 10% buffer, and move the money into its own savings bucket.
Resources:
Budget Blueprint Builder — Our one-hour workshop with an Excel and Google Sheets template built for exactly this kind of mid-year reset. $47. Linked Here!
🎯 5-Day Expense Reset — Free. For when today's episode made you want to finally just look at the full picture.
📘 The Confident Investor Blueprint
Read the full Show Notes Here!
Thanks to our sponsor:
- Rakuten
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