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In this episode of Making Money Fun, Eric Tingom, Director of Technology and Tax Strategy, and Shanna Tingom, AAMS®, CDFA® share insights into the journey of building and managing Heritage. 🎧 hubs.li/Q01Xbwwc0 #FinancialPlanning #BusinessEndeavors #PersonalGrowth

🤝 Working with a financial planner is an investment that pays off! Just ask Wendy Rios. ✔️ Debt Free ✔️ College Budget ✔️ Retirement Plan Curious? Hear her story hubs.li/Q01XbCkP0 #FinancialPlanning #DebtFree #Budgeting #RetirementPlanning

Tune in to this episode of We Make Money Fun! Eric and I share how having a partner who supports you in your personal life and business endeavors can bring numerous benefits! 🎧 hubs.li/Q01XbMgH0 #accounting #financialplanning #partnership #wemakemoneyfun

Understanding tax regulations can maximize revenue. Check out our podcast to learn how we develop a comprehensive strategy that aligns with government regulations and maximizes your revenue potential. 🎧 hubs.li/Q01XbxRB0 #BusinessConsulting #TaxConsiderations

Three are benefits to working past the traditional retirement age! 😄 Deferring retirement can lead to greater health and happiness. 💼 Working at a job provides mental stimulation and social interaction. 👉 Schedule a free consultation today hubs.li/Q01Xvfkx0

📲 Contact us to learn ways to secure your financial future! Don't hesitate. Schedule your free consultation today hubs.li/Q01XwFtw0 #finance #business #investing #financialfreedom #entrepreneur #wealth #investor #personalfinance #savingmoney #budget #wemakemoneyfun

A Food Sensitivity Test is key if you want to make lifestyle changes to improve your overall health and wellbeing - find out what I learned with help from Dr. Kasey N.M.D. 🎧 Listen to the episode and hear all about it! hubs.li/Q01Xkjv60 #FoodSensitivity #BetterHealth

Check out Tom and Lila's story about the impact of implementing college savings tips! hubs.li/Q01Xk2FZ0 #collegeplanning #finance #business #investing #financialfreedom #entrepreneur #wealth #success #financialliteracy #personalfinance #savingmoney #budget #highered

Reuniting with old friends is my favorite part of Ignite. It's like a big reunion. 🫂 I have appreciated all the words of encouragement from my Cambridge pals - the ones who recognize me, that is! Excited to dive into the main stage sessions next, including an industry updat...

Day 3 at Cambridge Ignite is here, and I couldn't be more excited! Today, I'll be attending the Community of Women lunch, where I'll hear from 5 women on the Cambridge Executive Council and have the chance to connect with amazing women in the financial services industry. I...

Did you know Shanna has her own podcast? Making Money Fun Podcast centers on real people's stories with taking control of their futures. If you've ever wished you had your very own guardian angel to help you navigate the course of your finances, then look no further than thi...

Did you know Shanna has her own podcast? Making Money Fun Podcast centers on real people's stories with taking control of their futures. If you've ever wished you had your very own guardian angel to help you navigate the course of your finances, then look no further than thi...

🌟 Today is Giving Tuesday! 🌟

Did you know we're having an exciting client event with Cashflow Cookbook author Gordon Stein? Hear my recent interview with Gordon to get a taste of his insights on managing cash flow and maximizing your financial future. Join us for an evening at ou... youtube.com/watch?v=5aQvbr…

As you finish up your holiday shopping, consider the impact you can make by shopping locally here in Gilbert and the surrounding areas. 💡 Many markets are popping up with local vendors, or shop our favorite shop for gifting, d'Vine Gourmet. 🍷🧺🍬 Another local gift idea is...

The Suns Universe will miss you Lindsey Smith 🤬😭 ALL NBA Podcast PHNX Suns PHNX Sports

🎙️Today we're featuring our upcoming event speaker, Gordon Stein! Hear my recent interview with Gordon to get a taste of his insights on managing cash flow and maximizing your financial future. Like what you hear? Join us for dinner and a lovely eve... shha.re/GUjdE

We're having a blast tonight at the HFS office in Gilbert with Gordon Stein and our guests! Happy to see our partners, clients, and some new friends enjoying the #CashflowCookbook method. #gilbertarizona #wemakemoneyfun

🌷✨ Springtime is already here in AZ and has been filled with memorable moments at Heritage Financial! We had an amazing time at our Cashflow Cookbook client event, where we shared valuable cashflow tips. 🍽️ Check out the beautiful photos from some our recent adventures in A...

🎯 Ready to take control of your finances? Automate your savings habit today! Set it up once with your bank of choice, and watch your savings grow effortlessly while you focus on what really matters. Start building your financial future with a stress-free approach! 💰✨ Sta...