Tag: Budgeting

FEATURE
Exploring the World of Travel Planning With Shawn Cordle (Ep. #20)

Exploring the World of Travel Planning With Shawn Cordle (Ep. #20)

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Are you ready to explore the world in retirement but unsure where to start? 

Join David Koren this week as he dives into the exciting world of travel planning with special guest, Shawn Cordle from AAA Travel.

This episode covers the joys of travel in retirement and the importance of making memories through exploring new destinations and experiences. Shawn shares her insights on travel planning, the benefits of group tours, and the transformative power of creating lasting memories through exploring the world with loved ones.

David and Shawn discuss: 

  • The significance of travel in retirement for making lasting memories and enjoying the money you saved
  • The advantages of group tours for convenience, comfort, and well-orchestrated travel experiences
  • Different travel destinations based on cost as well as for their unique cultural offerings
  • Budgeting tips for traveling affordably and creating unforgettable multi-generational trips
  • And more

Connect with David Koren: 

Connect with Shawn Cordle:

About our Guest: 

Shawn has been a travel agent at AAA Travel Mid-Atlantic for 14 years. Her passion for travel goes beyond just doing it herself. She prides herself on helping families plan their dream vacations without having to stress over every detail, ensuring they can enjoy every moment.

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FEATURE
Managing Your Cashflow & Setting SMART Goals (Ep. 14)

Managing Your Cashflow & Setting SMART Goals (Ep. 14)

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Cashflow management may sound intimidating, but it is simply knowing where you spend and how to make sure you spend wisely.

Join David as he talks about why budgeting and cash flow management are important, especially in retirement. He highlights the necessity of understanding where money is coming from and where it’s going and provides tips on tracking expenses and income. He also discusses the challenges of variable income and the stress often associated with holiday spending. Gain insight as he shares personal examples of helping his family with budgeting, emphasizing the need to differentiate between wants and needs. He also suggests using tools like Mint and setting SMART financial goals. 

David discusses: 

  • The importance of budgeting and cash flow management in retirement
  • Tips on tracking expenses and income
  • Personal experiences with budgeting and cash flow management
  • How to analyze expenses and areas to cut back
  • Setting SMART goals for savings and investments
  • And more

Resources:

Connect with David Koren: 

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