The holidays are meant to be about joy, but somewhere along the way, we've let them become a source of stress, guilt, and financial and emotional strain. We’ve all felt the pressure to overspend, over-commit, and keep up with picture-perfect social media feeds. We offer a practical antidote to the madness, with five actionable ways to reset your holiday expectations using an "inside out" approach that prioritizes your peace and financial well-being. Learn how to identify your true core values and use them as a simple filter to cut back on time, money, and emotional spending that doesn't align with your goals. We also provide clear, direct scripts for navigating the awkward "gift-free" conversation, setting necessary boundaries with family.

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/133-five-ways-to-reset-holiday-expectations/

This is your masterclass in returns and reclaiming your money with grace and strategy. We reveal why returns matter and how to turn a common headache into a financial win. We go beyond the simple act of taking something back and share how to approach shopping with an "exit strategy" and that things are often negotiable. Listen to some of our craziest return stories and discover the creative ways you can advocate for yourself and your money.

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/132-the-art-of-the-return-get-your-money-back/

Sometimes, your investment portfolio needs a course correction to stay safe and on track with your personal allocation strategy. We tackle the essential, yet often ignored, financial tune-up known as rebalancing. Learn exactly what rebalancing is, why this simple process is about managing risk (not chasing returns), and the practical steps to implement it, including smart tax strategies for your 401(k) and brokerage accounts.

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/131-what-is-rebalancing-and-should-i-be-doing-it/