
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 Ho...
8 Elo 202324min

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...
25 Heinä 20237min

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...
11 Heinä 202310min

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 ...
27 Kesä 202311min

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-div...
13 Kesä 202313min

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 o...
9 Touko 202317min

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 misappropriat...
25 Huhti 20239min



















