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Making Money Fun

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Making Money Fun is a podcast hosted by Shanna Tingom of Heritage Financial in Phoenix, Arizona. Shanna strongly believes that the best way to manage your money is to make it fun, not burdensome. In this podcast, we explore both financial and investment planning.

Making Money Fun is a podcast hosted by Shanna Tingom of Heritage Financial in Phoenix, Arizona. Shanna strongly believes that the best way to manage your money is to make it fun, not burdensome. In this podcast, we explore both financial and investment planning.
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Location:

United States

Description:

Making Money Fun is a podcast hosted by Shanna Tingom of Heritage Financial in Phoenix, Arizona. Shanna strongly believes that the best way to manage your money is to make it fun, not burdensome. In this podcast, we explore both financial and investment planning.

Language:

English


Episodes

Investment Philosophy

11/5/2019
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Last episode we talked about the differences between Financial Planning and Investment Management. Today, we dive into Shanna's investment philosophy. This includes what she believes, and more importantly, what she doesn't believe. This will offer some insight into what you'll get if Shanna manages your investments. What is an investment philosophy? Why is it important to understand your advisor’s investment philosophy? Shanna's investment philosophy and how she manages the buying and...

Duration:00:14:01

Financial Planning vs Investment Planning

10/15/2019
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In our second episode, Shanna talks about the differences between Financial Planning and Investment Planning. Having a solid foundation is so important, but getting that personal touch really makes a difference. Also, don't try to hide money from your financial advisers. Especially if it's a $500,000 Lamborghini. For more information. to book an appointment with Shanna, or to check out many of Heritage Financial's resources, click here.

Duration:00:11:17

Walking In To Our Office

9/26/2019
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Walking in to a financial adviser's office can be scary. In our first episode, Heritage Financial's Shanna Tingom, AAMS, CFDA, takes you through the process. It's important to have an open, honest relationship with your financial adviser. There's no need to be embarrassed over past mistakes, or even what your parents taught (or didn't teach) you. Shanna explains the financial models she has, and is transparent about how she's compensated. For more information. to book an appointment with...

Duration:00:12:08

How It All Started

9/13/2019
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Shanna Tingom wasn't planning on becoming a financial adviser. But she wanted to learn about money and planning. So she met with an adviser in her hometown. That meeting took a jaw-dropping twist that set her on her path. You'll have to hear it to believe it. Book a meeting with Shanna here.

Duration:00:03:58