Don't Be a Turkey: Financial Mistakes to Avoid This Holiday Season
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Don't Be a Turkey: Financial Mistakes to Avoid This Holiday Season
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About this listen
Ryan and Robert welcome our first-ever sponsors—attorney Kelly Burnside and Allstate agent Ashley Banks—for a Thanksgiving-themed "Don't Be a Turkey" episode. We cover retirement procrastination, holiday impulse spending, umbrella & UIM coverage, life-insurance basics (so your family never relies on a GoFundMe), payday-loan pitfalls, emergency funds, and the must-have will/estate docs for individuals and business owners. Plus a quick Peru story (alpacas!) and everyone's favorite Thanksgiving dishes—all in a lighter, practical conversation you can act on today.
Takeaways: start retirement contributions now, set a holiday budget, review auto/home limits at renewal, consider umbrella/UIM, secure appropriate life insurance, build 3–6 months of expenses, and put basic estate documents in place.
Guests: Kelly Burnside (Burnside Law Firm, West Columbia, SC) and Ashley Banks (Allstate, Columbia, SC).