Hosting a holiday party? Worried about parties you’ll be attending? Creator of online site CatchMyParty.com Jillian Tohber Leslie joins us with some creative and original ideas to either make your party stand out or to ensure you stand out at the next party you’re invited to attend.
In our headline segment Phillip Moeller, author of Get What’s Yours For Medicare joins us to talk about open enrollment, which ends in the next eight days. What are common mistakes people make? He’ll share. We also tackle a survey about what sinks most shopper’s budgets around the holiday season.
On the Haven Life Line, we’ll answer a question from Mark about itemized deductions and charitable giving, then in our letters segment, we’ll try and answer Matt’s question about why some financial advisors get a bad rap.
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- Medicare Phone Scams Increase During Open Enrollment Period – Huffington Post
Read Phil’s book, Get What’s Yours For Medicare:
- Holiday Season Has Many Spenders Saying “Bah Humbug” (Yahoo! Finance)
<14:52> Jillian Tohber Leslie from CatchMyParty.com
Check out Jillian’s site: Catch My Party
Are you a blogger? Try out Jillian’s blogging tool:
- Who shops more on Cyber Monday….men or women?
<40:10>The Haven Life Line
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- Mark: Should he stack charitable gifts in a single year so he can itemize?
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- Matt: Is the financial advising industry a victim of their own bad public relations?
<> Join us Wednesday
Lisa Napoli talks about her new biography about Ray and Joan Kroc…how did they accumulate a vast fortune and then give it away? Wednesday is a case study on McDonald’s!