We Make Money Fun

Last episode, we looked at New Year's Resolutions.  As we begin 2020 though, now is a great time to take a longer view of your financial situation.  This may include:Reviewing beneficiaries on account...

21 Tammi 20209min

Happy New Year! Today, Shanna Tingom and Jon Gay break down New Year's Resolutions. Why do 80% of them fail? What are some good resolutions (goals) to set? What strategies can we employ to keep them?M...

7 Tammi 202015min

For people going through the divorce process, a common question is, "Should I hire a divorce attorney?"  Today, Shanna Tingom explains why the answer might not be as  obvious as you think..We cover th...

18 Joulu 201913min

What is a Certified Divorce Financial Analyst (CDFA) and why do I need one?Today, Shanna Tingom explains what it means to be a Certified Divorce Financial Analyst, and why it's so important to have on...

4 Joulu 201912min

Shanna often gets asked to evaluate other advisors' portfolios and, as part of my services she is constantly evaluating my clients investments.  Today, we will talk about how she does that.  What tool...

20 Marras 201912min

Last episode we talked about the differences between Financial Planning and Investment Management. Today, we dive into Shanna's investment philosophy.   This includes what she believes, and more impor...

5 Marras 201914min

In our second episode, Shanna talks about the differences between Financial Planning and Investment Planning. Having a solid foundation is so important, but getting that personal touch really makes a ...

15 Loka 201911min

Walking in to a financial adviser's office can be scary.  In our first episode, Heritage Financial's Shanna Tingom, AAMS, CFDA, takes you through the process.It's important  to have an open, honest re...

26 Syys 201912min