Money Talks & Travel Plans: How I Make Both Work
Caroline Tanis, CDFA®MBA
Helping executive women and their families use financial planning to build their dream life| Financial Advisor & Corporate Workshop Facilitator| Host of The Wealth Cafe☕ | 2x Best-Selling Author
Got the travel bug? It's ok so do I. As social media pages (including even LinkedIn & Outlook out of office notes) are flooded with everyone's summer travel photos.
Next weekend I head out what many of my clients have deemed "my big trip of the year". I am packing up and visiting Italy, Greece, & Croatia. This time around I'm looking forward to a mix of history, food, culture, relaxation, and exploration
One of the common questions I get from friends, family, social, and social media is, "How do you financially balance these trips?".
Don't worry on this weeks episode of The Wealth Cafe I'm breaking down for you exactly how I prepare financially for large vacations and you can too.
In addition, we have a fantastic Coffee Conversation with Alexa Moore (aka @lilmsawkward) who is a travel writer, content creator, & blogger. She has written for sites such as Lonely Planet, Matador Network, and more. In addition she has traveled to incredible destinations ranging from Belize, Tokyo, Colombia, and dozens more.
Alexa and I had the privilege of meeting during a trip to Vietnam a year and a half ago. From the moment we met I was inspired by the way she approaches travel, culture, and the history of each new city we visited.
During our conversation we dove into how travel can transform you, how she budgets and plans for it in her own life, and they ways she and her husband balance traveling independently and together.
Make sure you tune into both episodes below and feel free to comment on either video where you are headed to next ✈️
-Ciao!