In this episode of Building Wealthy Habits, we unwrapped a truly unique and heartwarming topic: holiday gifting with purpose. Our conversation focused on holiday gift ideas that go beyond the ordinary—offering thoughtfulness, financial literacy, and deeper family connections.
From fun educational games to timeless financial books, we explored ways to inspire critical thinking about money in creative, approachable ways. We also highlighted subscriptions and gadgets that make learning about finances engaging and even entertaining. And for a touch of sentimentality, we discussed the power of living gifts, like plants, that symbolize growth, resilience, and the beauty of continuity within families.
At the heart of this episode is a message of giving with intention—choosing gifts that spark meaningful conversations, create lasting memories, and enrich lives in ways that go well beyond the holidays.
What's your favorite thoughtful gift idea? Share in the comments below!
Check out some of our favorite gift ideas:
BOOKS:
• The Intelligent Investor by Benjamin Graham
• Thinking, Fast and Slow by Daniel Kahneman
• The Millionaire Next Door by Thomas J. Stanley
• The Psychology of Money by Morgan Housel
• Priceless Facts About Money by Mellody Hobson (LL) – Children's Book
Subscriptions:
• Barrons
• Wall Street Journal
• The Economist
• National Geographic for Kids
Budget Software:
• Copilot Budgeting Software
• Monarch
• PocketGard
Travel:
• Self-cleaning and insulated stainless steel water bottle
• drinkLMNT.com
Key Moments:
00:00 Setting the Stage & Holiday Gift Ideas from Financial Planners
07:35 Classic Financial Literature Recommendations
13:50 Innovative Gadgets and Tech Gifts
20:04 Health and Hydration Gifts
Reach out at contact@tricordadvisors.com
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: Laura@tricordadv.com
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
