CFO Corner Week 17: Do This Before You Book Your Summer Vacation

Summer is closer than you think  -  and this week's CFO Corner is your sign to check in on the money side of it before June sneaks up on you.

In this 10-minute check-in, Meghan walks you through a simple summer vacation savings audit: what you're planning, what you've saved, and whether those two things actually line up.

Here's what you'll do in this episode:

• Figure out your full summer picture  -  not just the big trip, but all the extra spending that comes with the season
• Check your vacation fund  -  the real balance, not the number you hope is there
• Close the gap  -  four realistic options if your savings don't quite match your plans
• Protect your fund  -  how to keep your vacation money safe between now and the trip
• Set up next year  -  the one move that makes summer saving painless going forward

Summer should be fun and restorative  -  not something you're paying off in October. This episode helps you make sure it stays that way.

📎 Sinking Funds Episode (mentioned) 

Read the full Show Notes Here!

 

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• Rakuten

 

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