John Putnam joins us today on Faith and Finance. He is a Certified Financial Planner and Kingdom Advisor. You can dig deeper at <a href="https://feeds.simplecast.com/SmarterStewardship.com">SmarterStewardship.com</a>.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?<ul><li>Aren’t well planned</li><li>Expectations aren’t shared</li><li>Distractions keep us from being present</li></ul>Simple steps for vacation maximization:<ul><li>Set and share expectations (financial, personal, physical, relational)</li><li>Get prepared at the office…for returning after vacation</li><li>Set budget in advance</li><li>Family<ul><li>Set a phone free zone</li><li>Invite kids into the financial conversation to understand limits and have some ownership</li></ul></li><li>Be present with daily prayer</li><li>Be flexible when plans don’t work out</li><li>Stay engaged, stay true to money plans</li></ul>Worksheet called…Vacation maximation guide located here: <a href="https://content.app-sources.com/s/34635933408404906/uploads/Resources/CFYD_80_Vac_Max_Expectations_worksheet-3597223.pdf">Vacation Maximization Guide.</a> This guide is free.Catch the 4-part podcast <a href="https://www.faithfi.com/smarter-stewardship">here</a>. 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:<ul><li>How do you go about budgeting and recalibrating your finances after the death of a spouse? </li><li>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? </li><li>How should you approach your investment strategy as you near retirement? </li><li>Who needs long-term care insurance and when is the right time of life to look into that?</li></ul>Remember, you can call in to ask your questions most days at (800) 525-7000. Also, visit our website at <a href="https://feeds.simplecast.com/FaithFi.com">FaithFi.com</a> where you can join the FaithFi Community, and give as we expand our outreach.

FaithFi

Faith & Finance is a daily radio ministry hosted by Rob West. The program offers a practical, biblical and good-natured approach to managing your time, talents and resources.

Faith & Finance with Rob West

Smart summer vacation planning.
Listen to how you can tip the hands in your favor for a great vacation - put more fun, more rest and more God in your vacation.

Vacation Maximization with John Putnam

FaithFi: Faith & Finance | Jun 2, 2023

Show Notes

Where Faith Meets Finance

You May Also Like