Equipping Points:

There are so many different ways to approach the subject of financial planning. In light of the holidays, we wanted to have a little fun and compare some Christmas classic songs with financial lessons. For starters, as you sing about Rudolph, it’s easy to see now what a great asset he had in that shiny bright nose. What financial tools are underrated and a better asset than you originally thought? Or, what happens after grandma gets run over by a reindeer? Did she have a financial plan in place?

The holidays might actually be a great time to have some important financial conversations with family members when you’re all together. You might be surprised how much better everyone feels once there is clarity. Reach out to Eric and his team for a guide on what topics to cover with your loved ones.

Here’s some of what we discuss in this episode:

• The “12 Days of Christmas” is a story of compounding.
• “Rudolph the Red-Nosed Reindeer” had quite the asset!
• Were all the proper documents in place before “Grandma Got Run Over by a Reindeer?”

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here. 

Today’s Takeaway: