We Make Money Fun is a podcast hosted by Shanna Reed of Maridea Wealth Management 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 financial and investment planning, talk about legislation that impacts your money, and talk with clients of Heritage about how they were able to achieve success.
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 Horn and Alden Rowe from Heritage Financial Strategies discussed an article that reveals 45% of adult children receive financial support from their parents, even after graduating college. The support includes groceries, rent, tuition fees, and more. The conversation touches on the impact of economic crises on millennials' financial situations and the importance of having a clear vision for one's future to build momentum toward financial independence. They also explore how parenting styles may contribute to this trend and mention the prevalence of anxiety among millennials.
Seek advice from financial experts like Melisa Horn and Alden Rowe to navigate economic challenges and build a solid foundation for your financial well-being.
About the Guest
Melisa Horn
- Melisa Horn is a highly experienced professional with over 30 years of experience working in banks and credit unions. As Financial Coach with Mindful Money Financial Coaching, Melisa helps clients with budgeting and financial education and is passionate about helping people achieve their financial goals through intelligent planning and guidance. As Brand Ambassador for Heritage Financial Strategies, Melisa is excited to help Heritage Financial Strategies reach and resonate with those that are seeking help making the most of their money. With a strong focus on customer service, Melisa always goes above and beyond to ensure that everyone receives the highest quality care and support.
Melisa has a Bachelor of Science Degree in Marketing from Arkansas State University; she is authentic with clients and team members and highly energetic, caring, and smart. With her vast knowledge of the banking and finance industry, Melisa is always up to date on the latest trends and strategies in financial services. Throughout her career, Melisa has received numerous awards for excellence. She is known for her ability to forge strong relationships with clients by building trust and rapport. And she is dedicated to helping others achieve their best financial future - whether by completing a personal or professional goal or simply navigating life transitions.
Alden Rowe
- Alden Rowe is a financial planner with Heritage Financial Strategies whose goal is to help you achieve financial peace. He believes this can be accomplished through comprehensive financial planning and careful investing. Alden understands the role of a financial advisor is to coach and educate just as much as it is to build a plan. He is passionate about demystifying the world of investing and helping people engage with their finances on a deeper level. He earned a Bachelor’s and Master’s of Business Administration degree from MIU, in addition to holding financial industry licenses FINRA Series 7, 66, 24, and 3. Alden worked for Heritage’s broker-dealer Cambridge Investment Research for three years before joining the Heritage team in 2020.
Connect with the Guest:
● Website | heritagefinancialaz.com
● Linked In | www.linkedin.com/in/alden-rowe (Alden Rowe)
www.linkedin.com/in/melisa-horn (Melisa Horn)
Resources mentioned:
Failure to Launch: Why Your Twenty-Something Hasn't Grown Up...and What to Do About It
25 Jul 2023
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 largest companies listed on the US stock exchange. Additionally, it is crucial to consider other investment options as relying solely on the S&P entails greater risk, given its potential fluctuations on a daily, weekly, or monthly basis. Therefore, for a diversified investment strategy, it is advisable to include a mix of asset classes and sectors, such as bonds, in order to mitigate losses.
Tune in now to learn more about S & P 500 and take control of your financial future!
Episode Highlights
● What is S & P 500
● Considering a broader range of investment options
● Finding other categories of investments
● Managing and mitigating risk or potential losses in an investment portfolio
Listen now!
● We-make-money-fun
Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results. Diversification and asset allocation strategies do not assure profit or protect against loss. Investing involves risk. Depending on the different types of investments, there may be varying degrees of risk, including loss of original principal.
11 Jul 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.
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