Ep #132 - How to Handle a Promotion or Large Bonus At Work episode artwork

EPISODE · Feb 20, 2025 · 16 MIN

Ep #132 - How to Handle a Promotion or Large Bonus At Work

from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group

So you received a bump in pay at work, a promotion, or some lump sum bonus. Maybe now you’re asking,  “How do I handle this newfound money/income?” Listen in as Adam and Ben discuss this situation as an opportunity to involve your financial planner! Whether you’re creating a plan for the first time or reviewing an old plan to confirm it, these discussions on allocating savings are often far more important than a conversation on “How’s the market doing?!” Included are some reflections on how we think and feel about money as well as some logistics on what higher income may mean for a financial plan.Tracking #T008659Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Episode metadata supplied by the publisher feed · Published Feb 20, 2025

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So you received a bump in pay at work, a promotion, or some lump sum bonus. Maybe now you’re asking, “How do I handle this newfound money/income?” Listen in as Adam and Ben discuss this situation as an opportunity to involve your financial planner! Whether you’re creating a plan for the first time or reviewing an old plan to confirm it, these discussions on allocating savings are often far more important than a conversation on “How’s the market doing?!” Included are some reflections on ...

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Ep #132 - How to Handle a Promotion or Large Bonus At Work

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