Vacation Maximization with John Putnam

Show Notes

John Putnam joins us today on Faith and Finance. He is a Certified Financial Planner and Kingdom Advisor. You can dig deeper at SmarterStewardship.com.

The concept of taking a vacation is Biblical, and anchored at Mark 6, Jesus tells the disciples to come away and rest for a while. They went away to rejuvenate with friends, Jesus and God, the Father.

Vacations often fall short of expectations…why?

• Aren’t well planned
• Expectations aren’t shared
• Distractions keep us from being present

Simple steps for vacation maximization:

• Set and share expectations (financial, personal, physical, relational)
• Get prepared at the office…for returning after vacation
• Set budget in advance
• Family

  • Set a phone free zone
  • Invite kids into the financial conversation to understand limits and have some ownership

• Be present with daily prayer
• Be flexible when plans don’t work out
• Stay engaged, stay true to money plans

Worksheet called…Vacation maximation guide located here: 

Vacation Maximization Guide. This guide is free.

Catch the 4-part podcast here. These are about 15 min each with over 25 tips to help you have a better vacation.

On today’s program, Rob also answers listener questions:

• How do you go about budgeting and recalibrating your finances after the death of a spouse? 
• What is the benefit of paying for the services of a financial adviser and how do you determine if that’s the right choice for you? 
• How should you approach your investment strategy as you near retirement? 
• Who needs long-term care insurance and when is the right time of life to look into that?

Remember, you can call in to ask your questions most days at (800) 525-7000. Also, visit our website at FaithFi.com where you can join the FaithFi Community, and give as we expand our outreach.