Gifts and Goals: Creating Your Holiday Financial Checklist

Our weekly #CreditChat started in 2012 to help our community learn about credit and important personal finance topics (e.g. saving money, paying down debt, improving credit scores). Each chat is hosted by @Experian on Twitter and all are welcome to participate. DM us any questions.

This week we’ll discuss importance of planning for your end-of-year financial goals in addition to your holiday spending.

Topic: Gifts and Goals: Creating Your Holiday Financial Checklist

When: Wednesday, November 17, 2021 at 3 p.m. ET.

Where: Join the live hashtag discussion.

The panel will include Michelle Lambright Black: Credit Expert and Founder of; Tom Brickman: Founder of The Frugal Gay, Real Estate Investor & side hustle enthusiast; Leslie H. Tayne, Esq: Founder and Managing Director of Tayne Law Group, P.C. (f/k/a The Law Offices of Leslie H. Tayne, P.C.); Beverly HarzogCredit Card Expert and Consumer Finance Analyst for U.S. News; Lawrence D. Sprung: CFP® President of Mitlin Financial, Inc.; Rod Griffin: Senior Director, Consumer Education and Advocacy, Experian and Christina Roman: Consumer Education and Advocacy Manager at Experian.

Gift Card Giveaway

Enter here for a chance to win a $50 Amazon gift card! We will be announcing a winner at the end of the chat. Entry Period: Raffle open now and closes at the end of this chat at 4 p.m. ET. Complete rules here.

Questions We’ll Discuss:

  1. You probably made your gift list and checked it twice, but why is it important to have a financial checklist during the holidays? 
  2. What items should you include in an end-of-year financial checklist? 
  3. How can creating a financial checklist now set you up for the new year? 
  4. How might your end-of-year financial checklist and your gift-giving list overlap? 
  5. What tools are available to help you create a financial checklist? 
  6. Should you include investments in a holiday financial checklist? If so, what should you be considering? 
  7. How does estate planning fit into your end-of-year financial checklist? 
  8. What gifts can you give to help others achieve financial goals? 
  9. What credit-related items should be on your financial checklist? 
  10. Should you share your financial checklist with your family members to ensure that everyone is on the same page? 

Check out our complete list of upcoming personal finance Twitter chats here.