What Shanna Learned From Catching COVID

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 years have taught us that anything can happen to anyone - whether it's a worldwide pandemic or being hit by the proverbial bus tomorrow. Shanna realized there was part of her estate plan that even she needed to update. But having a plan is so crucial. You need to be able to stipulate your wishes, and not leave loved ones behind to pick up the pieces, should the unthinkable happen.

If you need help with estate planning, retirement planning, investing, or anything related to your financial future, you can contact Shanna and her team at Heritage Financial Strategies by visiting https://www.heritagefinancialaz.com/

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Episoder(81)

The Epidemic - Parents taking care of grown kids

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 Aug 202324min

Why the S&P 500 Is Not A Diversified Investment Strategy

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 Jul 20237min

Tony & René Steelman

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 Jul 202310min

From Accounting to Helping Our Clients Build Confidence in their Financial Plans

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 Jun 202311min

Wendy Rios

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 Jun 202313min

How To Graduate from College in 4 Years, Debt Free

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 a...

29 Mai 202318min

Bart Wensink & Lori Durham-Wensink

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 Mai 202317min

What can we learn from celebrities?

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 Apr 20239min

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