How To Make The New Decade Your Best Decade Yet
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 Jan 20209min
New Years Money Resolutions
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 Jan 202015min
Should I Hire a Divorce Attorney?
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 Des 201913min
A Certified Divorce Financial Analyst
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 Des 201912min
How Do I Measure A Clients Investments?
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 Nov 201912min
Investment Philosophy
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 Nov 201914min
Financial Planning vs Investment Planning
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 Okt 201911min
Walking In To Our Office
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 Sep 201912min
