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Lots of people value experiences like travel in their lives.  With clients, this often makes the top three for short-term goals.  In this episode of Financial Clarity for Doctors, Rachelle and Corey walk through some ways to travel without breaking the bank – so you can do the thing you love right now, but also put some resources aside for your future self.

Listen Here!

Travel tips discussed include:

  • Timing when you go and when you pay!
  • Bringing the kids only when it makes sense.
  • Being selective about where you travel.
    • Balancing big trips and little trips.
    • Is Santorini worth almost twice as much as Crete?
  • What to do when you get to your location.
  • Using points and rewards.

Financial planning is all about priorities.  If traveling is a priority for you, then do it!  But you might as well do it in a smart way.

For more financial planning tips from Corey and Rachelle, find them on social media!
LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.