PODCAST · business
We Make Money Fun
by Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay
We Make Money Fun is a podcast hosted by Shanna Reed of Heritage Financial in Phoenix, Arizona. Shanna strongly believes that the best way to manage your money is to make it fun, not burdensome. In this podcast, we explore financial and investment planning, talk about legislation that impacts your money, and talk with clients of Heritage about how they were able to achieve success.
Episodes
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The Epidemic - Parents taking care of grown kids
We all have a family culture where parents take care of their children until they grow up, sometimes allowing them to neglect their responsibilities because they are with us. In this episode, Melisa Horn and Alden Rowe from Heritage Financial Strategies discussed an article that reveals 45% of...
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Why the S&P 500 Is Not A Diversified Investment Strategy
In investing, it is important to explore alternative options in order to minimize the risk of losses. In this episode, I discussed the S&P 500, a stock market index measuring the performance of the 500 largest companies listed on the US stock exchange. Additionally, it is crucial to consider…
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Tony & René Steelman
Ever wondered why everyone who has a personal financial planner says it’s a game changer? In today’s episode, Shanna Tingom of Heritage Financial Strategies introduces Tony and Renée, a retired couple living in Arizona and long-standing clients of hers. As former business owners, they know it is…
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From Accounting to Helping Our Clients Build Confidence in their Financial Plans
Having a partner who supports you not only in your personal life but also in your business endeavors can bring numerous benefits. From shared goals and mutual support to leverage complementary skills and the ability to navigate challenges together, a partner can enhance both your personal and...
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Wendy Rios
For Wendy Rios, being riddled with debt and financial uncertainty was no longer an option. She wanted to visit the land of financial peace. Her dream became a reality when she and her husband deep-dived into Financial Coach Dave Ramsey's Baby Steps Framework.Wendy and her husband paid down a...
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How To Graduate from College in 4 Years, Debt Free
Many students are burdened with student loan debt, with 70% of college graduates in the United States having an average debt of over $30,000. As a parent, we all want to see our children succeed and accomplish their goals, especially when it comes to their education. However, with the rising…
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Bart Wensink & Lori Durham-Wensink
There are several advantages to getting started with financial planning early and focusing on it with a financial expert. However, we all always have questions about this issue. Today, Shanna Tingom of Heritage Financial Strategies and her two clients, Bart and Lori, are talking about the...
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What can we learn from celebrities?
What Do Tom Brady, Usain Bolt, Stephen Curry, Mike Tyson, John McEnero, and Dennis Rodman Have in Common? They were all victims of financial mismanagement, where their money was stolen or misappropriated by the companies or individuals they entrusted to manage it. Olympic runner Usain Bolt is the...
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Liza Maldonado & Mark Durrick
Mark and Lizza, two of Shanna's clients, are introduced, as well as the returning listeners to the broadcast. Mark, a Heritage Planning customer for a number of years, explains why he chose to work with a planner. He adds that he needed assistance in handling his finances and providing for his...
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Shanna's Health Journey
In this podcast, I’m joined by my Naturopath Dr. Kasey Nichols of Onyx Integrative Medicine in Gilbert, and we will be discussing how I took physical and financial steps towards a healthier lifestyle, starting in mid 2021. I began by taking blood tests following a diagnosis of dangerously low…
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Chris Coates
On this episode of Making Money Fun, Christina talked about what it was like, leading up to, and finally working with Heritage Financial Strategies on planning life for her family after retirement. She shared why they decided to hire a planner and why they chose Heritage. She also shared that she...
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Secure Act 2.0
Secure Act 2.0: An Overview The Secure Act of 2019 was the biggest legislative change to retirement planning since 2006, and it quickly became overshadowed by the COVID-19 pandemic. But Secure Act 2.0 brings even more changes that could significantly impact how you plan for your retirement....
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How Lisa was able to retire at 42 using good financial planning
Why Your Vision Board Should Include a Financial Planner: Getting into the Nitty Gritty with Lisa and Shanna Ever wished that you had your very own guardian angel to help you navigate the course of your finances? Well, look no further because your wish has been granted! Join us and our guest…
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A look back at 2022 and forward to 2023 in the markets
It's been a turbulent year for investors in 2022, as the Federal Reserve took action against inflation and the stock market reacted to changes in the discount rate. This resulted in a rare phenomenon of both equities and bonds selling off simultaneously - but even during recessionary periods, the...
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Meet the Team - Melisa Horn
Today’s show is about Melisa Horn, a highly experienced financial professional with over 30 years of experience in banks and credit unions. As Financial Coach with Mindful Money Financial Coaching, Melisa helps clients with budgeting and financial education. Additionally, as Brand Ambassador for...
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What To Do With a Windfall
A windfall is money that comes to you suddenly, often unexpectedly. This could be an inheritance, settlement, lottery winnings, or even stock in the form of a company IPO. Today, Shanna Tingom of Heritage Financial Strategies and Jon Gay discuss what to do with a windfall, and some very costly...
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Are Women Feeling More Financial Pressure?
Shanna Tingom has long sensed - in herself as well as her clients, that women are struggling with their financial health. Many feel they haven't contributed as much as they'd like to their retirement plan. This money has gone to other places that Shanna explains, particularly since the start of...
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The Employee Retention Credit (ERC) Explained
Shanna Tingom's guest today is Aaron Witten of Witten Financial. His firm specializes in helping businesses use the Employee Retention Credit (ERC) related to COVID. He's here to walk us through it. The ERC started with the CARES Act in April of 2020, but it was revised in December of 2020, and...
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What's Going On With The Market?
As we turn the calendar to October, the markets continue to show signs of volatility. Today, Shanna and Jon are here to explore what's happened since our last check in, 3 months ago. In September, the Fed raised the interest rate another 0.75%. What does that mean for our listeners, and are we...
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Student Loan Forgiveness: Everything You Wanted to Know
Student loan forgiveness was announced a few weeks ago by the Biden administration. What are the pros and cons? Are you eligible? How does it work? Shanna Tingom from Heritage Financial Strategies is here to answer those questions today. Shanna and Jon agree this plan is a good step in the right...
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What Happened to Crypto?
What the heck happened to Crypto? Over the past couple of years, there have been many headlines around crypto. And recently, the market, as well as various cryptocurrencies, have dropped off sharply. Shanna Tingom starts by breaking down some numbers, and what's behind them. We also talk about…
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Inflation Reduction Act Explained
What is the Inflation Reduction Act, and how will it affect you? Shanna Tingom and Jon break down this new legislation, which the President signed into law shortly before we recorded this episode. First, this will not affect Roth conversions or so-called "back door" Roth IRA contributions. Shanna...
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Why Everyone Needs A Coach
Shannon Tingom of Heritage Financial Strategies is talking about coaches today. Multi-millionaire athletes have them. Successful CEO's have them. We can all use them - in various aspects of our lives. Coaches can be hired to help solve a short-term problem, or on a longer term basis. Shanna, in…
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What Shanna Learned From Catching COVID
Recently, Shanna Tingom and her family contracted COVID-19. Fortunately, symptoms were relatively minor and everyone is OK. However, being sick and quarantined to a hotel room really gave our podcast host some perspective. What if something happened to her, and she wasn't around? The last 2 1/2...
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What the Phoenix Suns Taught Shanna
Sorry to remind you of this, but the Phoenix Suns had a great season - until they didn't. Everything looked great, until an epic, epic collapse in Game 7 against Dallas. You may think you've got smooth sailing with your financial future, and then the unexpected happens. Shanna Tingom of Heritage...
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Are We Headed Toward a Recession?
Are we headed toward a recession? Today, Shanna Tingom of Heritage Financial Strategies breaks down that question. First, we define what a recession technically is. And Shanna explains why it's not necessarily a bad thing. And if we hit one, Shanna talks about why it will be completely different...
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529 Plans
Today, Alden Rowe is back with Jon Gay to talk about 529 savings plans - used for educational expenses. While some details vary between states, a 529 plan has special tax savings on the way in, and on its growth (similar to a Roth), as long as that money is being used for educational expenses....
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How to Apply for College Financial Aid
The team at Heritage Financial Strategies really takes a family approach to helping you with your finances. Today, we take that approach quite literally. Alden Rowe brings in his dad, Tom Rowe, who used work in a college's financial aid office. Going to college can be daunting enough, without...
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How Pending Legislation Can Affect You
There are bills currently pending in Washington that can really affect you as both an investor and an employee. Today, Shanna Tingom of Heritage Financial Strategies breaks them down to what you need to know. The first is what's being called The SECURE Act 2.0. You may remember that the original...
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Ukraine, Interest Rates, and the Supply Chain
Shanna Tingom of Heritage Financial Strategies rejoins Jon Gay today to talk about the three driving forces that contributed to market volatility in the first quarter of 2022. The Russian Invasion of Ukraine Rising Interest Rates Global Supply Chain issues Shanna and Jon break down how each of...
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Dana's Role As a Financial Coach
Welcome to part two of our conversation with Heritage Financial Strategies' Dana Croschere, Today, Adam, Jon, and Dana talk specifically about what Dan's role is as a Financial Coach. A financial coach does not deal with investments. In fact, Dana herself has been a Heritage client in that…
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Dana's Incredible Journey to being a Financial Coach
Dana Croschere is the newest member of the Heritage Financial Strategies team, joining us as a Financial Coach. And she has an incredible story of how she got here. In her 20's, Dana had a financial crime committed against her, when a boyfriend bought a boat and trailer in her name and took off....
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Self Directed Brokerage Windows
Heritage Financial Website: https://www.heritagefinancialaz.com/ Many of us put money away into our employer-sponsored retirement plans and forget about it. However, you may have more control over those investments than you think. Adam Miller and Shanna Tingom of Heritage Financial Strategies...
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Pooled Employer Plans
Heritage Financial Website: https://www.heritagefinancialaz.com/ Hayden Gerwein from Howard Capital Management is back today, joining Shanna Tingom and Adam Miller from Heritage Financial. And we are discussing Pooled Employer Plans - a way for small business owners to pool resources to offer...
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Know all of your options for your retirement plan!
Heritage Financial Website: https://www.heritagefinancialaz.com/ Today, Shanna Tingom is rejoined by Hayden Gerwien of Howard Capital Management. Did you know that you may have more control of your work retirement plan than you realize, including 401k, 403b, and 457 plans? A self directed…
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What is a HCM-BuyLine® anyway?
Heritage Financial Website: https://www.heritagefinancialaz.com/ Today, Shanna Tingom of Heritage Financial is joined by Hayden Gerwien of Howard Capital Management, a firm that Heritage works with closely for its clients. Howard Capital Management is a third party money manager, and Hayden gives...
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Estate Attorney Heather Parker, Part 2
This is the second of a two part series with estate attorney Heather Parker of the Parker Law Office. Today, we take a deeper dive into the differences between wills and trusts. Trusts can provide for: How your bills will be paid if you are hospitalized A financial power of attorney A trustee to...
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How Our Move Is Like Finding a Financial Advisor
Heritage Financial Strategies now has a new office space - but you won't have to reprogram your GPS. We've just moved downstairs. We are now on the first floor of our building on South Gilbert Road. The move was a several-months long process, and Shanna Tingom and the team realized it's similar…
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Estate Attorney Heather Parker Part 1
This is the first of a two-part series on estate planning. Attorney Heather Parker joins Shanna Tingom to talk about the two areas of estate planning - money and medical. Medical: HIPAA Release - who can be given information about your condition? Medical Power Of Attorney - who can make medical...
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Aaron Blau Part 2
In the second of our two part series with CPA Aaron Blau, we look at potential legislation under the Biden administration and what that could mean for you, your money, and your taxes. We start with a look back at the SECURE Act - how it raised the age for required minimum distributions and...
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Aaron Blau Part 1
In the first of a two part series, Shanna Tingom is joined by CPA Aaron Blau to talk about recent tax changes and how they can affect your bottom line. First, Shanna and Aaron cover the rules around retirement distributions during 2020 - what you could take out, under what terms you have to pay…
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Real Estate Market with Karen Camblin, Part 2
Today, Karen Camblin from Guild Mortgage rejoins Shanna Tingom for part 2 of their conversation about the real estate market. In this episode, we are looking at the effects of the pandemic on the mortgage process. Most notably, it has become much more difficult for small business owners to…
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Real Estate Market with Karen Camblin, Part 1
In the first of a two-part series, Karen Camblin from Guild Mortgage joins Shanna today to talk about the wild real estate market we've seen in recent months. Karen explains the dangers of qualifying for the highest loan you can, and why she takes a more practical approach. It's not about what…
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Positioning Yourself As a Real Estate Buyer
In part 2 of our series, Shanna Tingom is joined again by real estate agent Jean Pomeroy. In our last episode, we examined the current real estate market. Today, we look at strategies that you can employ as a buyer to get the home you want. You need to have a strategy, and that includes having a...
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Today's Real Estate Market
In the first of a two-episode series, Shanna Tingom is joined today by real estate agent Jean Pomeroy. Together, they will try to make sense of what is currently a wild real estate market. Over the last decade, technology has changed the way real estate transactions have been done - everything…
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Top 7 Financial Planning Mistakes
Today, Shanna Tingom of Heritage Financial Strategies joins Jon Gay to talk about her "Top 7 Financial Planning Mistakes" - they are very common, but very easy to rectify. We break them all down: Not Automating Savings and Bill Pay Not Saving for Retirement Not Taking Advantage of Employer...
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Hire a Divorce Attorney or DIY?
In the second of our two-part series, Billie Tarascio re-joins Shanna Tingom to discuss when you need to hire an attorney for your divorce, versus when you can do it on your own. Some divorces involve no kids, no disputed property, and can really can be resolved simply. There are ways to do that....
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COVID's Affect on Divorce
In the first of a two-part series, divorce attorney Billie Tarascio joins Shanna Tingom to talk about the pandemic's affect on divorce. You would think with so many people stuck at home together, divorce rates would be skyrocketing, but Billie explains why that many not necessarily be the case....
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Explaining The GameStop Story
In a special episode of Making Money Fun, Shanna Tingom of Heritage Financial sits down with Jon Gay to explain the ubiquitous story of day traders on Reddit and Robin Hood driving the stock of GameStop through the roof, much to the chagrin of Wall Street Hedge Funds. When investors believe a…
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Taking Care of Aging Parents - What You Need to Know NOW
Planning for the long-term health care and final expenses of your parents can be an extremely difficult subject to even start a conversation around. But the consequences of not having a plan are worse. Following the passing of Shanna's mother-in-law, she wanted to discuss this important topic...
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ABOUT THIS SHOW
We Make Money Fun is a podcast hosted by Shanna Reed of Heritage Financial in Phoenix, Arizona. Shanna strongly believes that the best way to manage your money is to make it fun, not burdensome. In this podcast, we explore financial and investment planning, talk about legislation that impacts your money, and talk with clients of Heritage about how they were able to achieve success.
HOSTED BY
Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay
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Frequently Asked Questions
How many episodes does We Make Money Fun have?
We Make Money Fun currently has 81 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is We Make Money Fun about?
We Make Money Fun is a podcast hosted by Shanna Reed of Heritage Financial in Phoenix, Arizona. Shanna strongly believes that the best way to manage your money is to make it fun, not burdensome. In this podcast, we explore financial and investment planning, talk about legislation that impacts your...
How often does We Make Money Fun release new episodes?
We Make Money Fun has 81 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to We Make Money Fun?
You can listen to We Make Money Fun on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts We Make Money Fun?
We Make Money Fun is created and hosted by Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay.
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