How About Marriage and Money?
Today's episode is released on September 18, which happens to be Shanna and her husband Eric's 15th wedding anniversary!You would think that a Financial Planner and an accountant would have an easy ti...
18 Syys 202010min
Social Security - How Early Is Too Early?
Today, Shanna and Jon are covering all things social security, including the very important decision of when to begin collecting it.We look at the options of collecting social security early at 62, wa...
2 Syys 202010min
When a Gift Is Not a Gift
We were hoping that by the time we recorded this episode, a deal on a new stimulus package would have been reached in Washington. But as of our August 13th recording, it hasn't happened yet.Today we b...
19 Elo 20208min
The Dumbest Decision Shanna Didn't Make
Quite often, investors make bad decisions and kick themselves over it. But it's important to remember that we are all human, and we should look forward, not back. Even a professional like Shanna Ting...
5 Elo 202015min
Economic Recoveries
There's been a lot of talk lately about recessions, depressions, and economic recoveries. Today, Shanna Tingom and Jon Gay discuss what each of these mean for your investments.We explain the differen...
22 Heinä 202011min
A Financial Planning FIRST Advisor
Today, Shanna is re-joined by collaborator Amy Walls of Thimbleberry Financial in Portland, Oregon, for a discussion around being "Financial Planning First" advisors.A Financial Planning First advisor...
8 Heinä 202016min
Continuity Planning
Today, Shanna is joined by collaborator Amy Walls of Thimbleberry Financial Portland, Oregon. Shanna and Amy met at a conference several years ago and became accountability partners.They became fast ...
1 Heinä 202010min
Estate Planning
In our previous episode, we spoke about the fresh perspective Coronavirus has given us with regard to insurance. Sadly, is has also forced us to think about planning for the future if we are not here...
9 Kesä 202015min
