Vacation Maximization with John Putnam

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. 

Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.