Explaining The GameStop Story
In a special episode of Making Money Fun, Shanna Tingom of Heritage Financial sits down with Jon Gay to explain the ubiquitous story of day traders on Reddit and Robin Hood driving the stock of GameSt...
8 Feb 202113min
Taking Care of Aging Parents - What You Need to Know NOW
Planning for the long-term health care and final expenses of your parents can be an extremely difficult subject to even start a conversation around. But the consequences of not having a plan are wors...
2 Feb 202114min
Mortgages and Refinancing
With interest rates at historic lows, many of our listeners and clients have been asking about refinancing their mortgages. Today, Shanna Tingom from Heritage Financial tackles some of these question...
19 Jan 202113min
Financial Virtues and Your Personality: Atlas Point's Carrie Nelson (Part 2)
For our first podcast of 2021, Shanna picks up her conversation with Atlas Point's Carrie Nelson. Carrie is an expert in the fields of behavioral finance and character science. "Financial Virtues" ...
5 Jan 202115min
Improving Financial Conversations: Atlas Point's Carrie Nelson (Part 1)
Today, Heritage Financial's Shanna Tingom is joined by colleague Carrie Nelson of Atlas Point.Carrie takes us through her background, a 20 year career that included stops at EY and Experian. She real...
23 Des 202014min
Meet The Heritage Team: Alden
Today, Shanna Tingom introduces us to the newest member of the Heritage Team, Alden Rowe. Alden joins us having worked with Heritage's broker dealer, Cambridge Investment Research.Alden explains the ...
23 Nov 202014min
How Might The Market Perform Under the Biden-Harris Presidency?
At the time of this recording (Monday, November 9th), Joe Biden and Kamala Harris have become the President and Vice-President Elect of the United States. And it's very likely that there will be a De...
10 Nov 20208min
Pets and Money
As dog lovers, Shanna and Jon could talk about pets all day, but today we are focused on the financial piece of being a pet owner.Before you bring in a four-legged family member, it's important to con...
30 Sep 202012min
