Tony & René Steelman
We Make Money Fun11 Juli 2023

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 living in Arizona and long-standing clients of hers. As former business owners, they know it is a must to have a financial specialist, especially in the economy we live in today. They found Shanna through Dave Ramsey's SmartVestor Pro program and felt comfortable choosing her as their go-to expert in the financial field. They are convinced that the right financial advisor should listen to what matters to them, teach them about their options, serve them, and keep them in charge… and mentioned that Shanna is doing this perfectly. Tony shares that one of the most valuable things about working with her is her network and her team. No matter what, they’ll always have your back. To meet the team at Heritage, go to https://www.heritagefinancialaz.com/ where you can schedule an initial consultation.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

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

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

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
dynastin
rss-borsens-finest
uppgang-och-fall
avanzapodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
borsmorgon
fill-or-kill
tabberaset
lastbilspodden
rss-dagen-med-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-kort-lang-analyspodden-fran-di
borslunch-2
rss-hos-psykologen
rss-veckans-trade
bathina-en-podcast