Christmas Songs and Financial Planning

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Today’s Question:

We test Nathan’s holiday spirit and see if he can give us a financial lesson from some holiday classics. As you listen to your favorite songs, what lessons can be learned?

Click on the timestamps below to jump to specific topics. 

Confidence Corner

In the spirit of the holidays, we wanted to have a bit of fun discussing some of our favorite Christmas songs. Feel free to sing along as we talk about how they could apply in the financial world.

We love the classic Christmas song, “I”ll Be Home for Christmas.” If you’re home for Christmas, perhaps you’ll be able to save some money without the travel expenses or extra expenses from parties. Of course, this is a disappointing year as we all miss family, but let’s find the silver lining. Maybe you can pay off your credit card debt or build up your savings.  

Have you heard the song, “Do You Hear What I Hear?” If you’re having a hard time hearing, are you in need of hearing aids? Did you know that Medicare doesn’t cover hearing aids or vision or dental? It’s important to be aware of those expenses when saving for retirement.

“Little Town of Bethlehem” may not be Nathan’s favorite song, but you might have noticed friends who decided to move this year. The market is hot right now and many are choosing to move out of the big city. With more options to work remotely, people are moving to the spot that suits them best.

Do you like “What Child Is This”? Whether you have another baby on the way or a new grandchild in the mix, remember their college fund this Christmas. Ask your advisor if you should be contributing to a 529 plan.

If you don’t have a financial plan, you might have a “Blue Christmas” this year. Be sure to reach out to an advisor to help get your plan headed in the right direction in order to reach your retirement goals. Finally, “Have Yourself a Merry Little Christmas” from all of us! 

[0:29] – What is Nathan looking forward to this holiday season?

[2:53] – What’s the financial lesson learned from these Christmas songs?

[3:08] – “I’ll Be Home for Christmas”

[6:00] – “Do You Hear what I Hear?”

[7:42] – “Little Town of Bethlehem”

[10:41] – “What Child Is This?”

[12:57] – “Blue Christmas” 


A Point Of Wisdom:

You’ll have a blue Christmas if you don’t have a retirement plan. You want to make sure that you’ve taken care of that.

-Nathan O’Bryant



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