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Sorry to remind you of this, but the Phoenix Suns had a great season - until they didn't.  Everything looked great, until an epic, epic collapse in Game 7 against Dallas.   You may think you've got sm...

12 Jul 20229min

Are we headed toward a recession?  Today, Shanna Tingom of Heritage Financial Strategies breaks down that question.First, we define what a recession technically is.  And Shanna explains why it's not n...

27 Jun 202211min

Today, Alden Rowe is back with Jon Gay to talk about 529 savings plans - used for educational expenses.While some details vary between states, a 529 plan has special tax savings on the way in, and on ...

1 Jun 202213min

The team at Heritage Financial Strategies really takes a family approach to helping you with your finances.  Today, we take that approach quite literally. Alden Rowe brings in his dad, Tom Rowe, who u...

18 Mai 202214min

There are bills currently pending in Washington that can really affect you as both an investor and an employee.  Today, Shanna Tingom of Heritage Financial Strategies breaks them down to what you need...

4 Mai 202214min

Shanna Tingom of Heritage Financial Strategies rejoins Jon Gay today to talk about the three driving forces that contributed to market volatility in the first quarter of 2022.The Russian Invasion of U...

20 Apr 202211min

Welcome to part two of our conversation with Heritage Financial Strategies' Dana Croschere, Today, Adam, Jon, and Dana talk specifically about what Dan's role is as a Financial Coach.A financial coach...

23 Feb 202218min

Dana Croschere is the newest member of the Heritage Financial Strategies team, joining us as a Financial Coach.  And she has an incredible story of how she got here.In her 20's, Dana had a financial c...

15 Feb 202221min