Meet the Team - Melisa Horn

Meet the Team - Melisa Horn

Today’s show is about Melisa Horn, a highly experienced financial professional with over 30 years of experience in banks and credit unions. As Financial Coach with Mindful Money Financial Coaching, Melisa helps clients with budgeting and financial education. Additionally, as Brand Ambassador for Heritage Financial Strategies, she shares her expertise in making the most of their money. With a strong focus on customer service excellence, Melisa goes above and beyond to ensure everyone receives high-quality care and support. Melisa has an impressive background; she holds a Bachelor of Science Degree in Marketing from Arkansas State University and has received numerous awards for excellence throughout her career. She is known for building trust with her clients and team members through authentic relationships. Her dedication to helping others achieve their best financial future makes her a valuable asset to Heritage Financial Strategies. Plus, Melisa is passionate about helping people make smart financial decisions that help them complete personal or professional goals or navigate life transitions.

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Avsnitt(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 Juli 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 Juli 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 Juni 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 Juni 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 Maj 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 Maj 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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