• Skip to primary navigation
  • Skip to main content

  1255 W. 15th St. Suite #1000 Plano TX, 75075              972-535-4040              info@assetbuilder.com

Financial-Advisor-Retirement-Planning-Investment-Management-AssetBuilder-Plano-Dallas-TX-Logo

AssetBuilder

We Invest for Life.

  • About Us
  • Who We Serve
  • Our Proven Process
  • Our Fee Structure
  • Why We’re Different
  • Get Started Now
  • Contact
  • Knowledge Center
  • Show Search
Hide Search

What Should You Do With A Christmas Bonus?

January 17, 2023 – Hosted By: Adam Morse – 27 minutes

2022 was a rollercoaster of a year, but some lucky people got a year end bonus. The key to spending a bonus well is to make a plan for when that extra income rolls into your bank account. In this episode of Keep It Simple, we’re laying out the things you should consider when you’re planning for that Christmas bonus.

Whether you decide to pay off debt, add to your retirement account, or invest, use your bonus to set yourself up for success. Life happens, and making sure you’re ready to roll with the punches financially. Aside from backing up your financial future, using a bonus can be a great opportunity to invest in yourself. All this advice and more on today’s episode of Keep It Simple.

Listen in and don’t forget to check out our website linked below.

www.assetbuilder.com

Have an idea for an episode? Email us!

podcast@assetbuilder.com

Listen/Subscribe on:


This article and or podcast contains the opinions of the author but not necessarily the opinions of AssetBuilder Inc. The opinion of the author is subject to change without notice. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This article is distributed for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service.

Performance data shown represents past performance. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown.

AssetBuilder Inc. is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and expenses carefully before investing.

Financial-Advisor-Retirement-Planning-Investment-Management-AssetBuilder-Plano-Dallas-TX-Logo

Footer

1255 W. 15th St.  Suite 1000  |  Plano, TX 75075  |  Phone: 972.535.4040  Fax: 214.566.3848

Business Hours: 8:30am – 4:00pm CST Monday – Friday

Copyright © 2023 · All Rights Reserved, AssetBuilder Inc.

Follow us

  • facebook
  • twitter
  • linkedin

Legal

  • Disclosure
  • Privacy Policy
  • Code of Ethics
  • ADV Brochure
  • Customer Relationship Summary