Pooled Employer Plans

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

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 Juli 20237min

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 Juli 202310min

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 Juni 202311min

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 Juni 202313min

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 Maj 202318min

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 Maj 202317min

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