In this Mind and Money podcast episode, hosts Val and Sherry discuss strategies for managing unexpected lump sums of money, such as tax refunds, bonuses, or inheritances. They emphasize the importance of understanding one's financial situation, pausing before making decisions, and balancing debt repayment with using it for things that make you happy.
Money doesn’t have to be stressful!
If it is, let's talk. We can put a plan together that meets your priorities of today while also including savings to meet your future goals.