Liza Maldonado & Mark Durrick
Mark and Lizza, two of Shanna's clients, are introduced, as well as the returning listeners to the broadcast. Mark, a Heritage Planning customer for a number of years, explains why he chose to work wi...
11 Apr 202312min
Shanna's Health Journey
In this podcast, I’m joined by my Naturopath Dr. Kasey Nichols of Onyx Integrative Medicine in Gilbert, and we will be discussing how I took physical and financial steps towards a healthier lifestyle,...
28 Mars 202317min
Chris Coates
On this episode of Making Money Fun, Christina talked about what it was like, leading up to, and finally working with Heritage Financial Strategies on planning life for her family after retirement. ...
14 Mars 20239min
Secure Act 2.0
Secure Act 2.0: An OverviewThe Secure Act of 2019 was the biggest legislative change to retirement planning since 2006, and it quickly became overshadowed by the COVID-19 pandemic. But Secure Act 2.0 ...
1 Mars 20236min
How Lisa was able to retire at 42 using good financial planning
Why Your Vision Board Should Include a Financial Planner: Getting into the Nitty Gritty with Lisa and ShannaEver wished that you had your very own guardian angel to help you navigate the course of you...
14 Feb 202314min
A look back at 2022 and forward to 2023 in the markets
It's been a turbulent year for investors in 2022, as the Federal Reserve took action against inflation and the stock market reacted to changes in the discount rate. This resulted in a rare phenomenon ...
17 Jan 202313min
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, Me...
3 Jan 202314min
What To Do With a Windfall
A windfall is money that comes to you suddenly, often unexpectedly. This could be an inheritance, settlement, lottery winnings, or even stock in the form of a company IPO. Today, Shanna Tingom of He...
15 Nov 202211min
