Planning for a Fulfilling Retirement- What Successful Women are Doing Now

August 19, 2016
Hosted by Shanna Tingom

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Guest Information

Episode Description

As women, we approach money differently than men. We’re looking at the big picture. A decision we make today impacts other aspects of our lives whether that’s immediately like on a monthly budget or long-term like how to invest for retirement. In this episode, we’re talking to Lisa Kueng, Executive Director of Invesco Consulting and author of Picture Your Prosperity. We’ll be discussing ways to define prosperity, envision a future, and plan for financial success.

Making Money Fun

Making Money Fun

Archives Available on VoiceAmerica Business Channel

Making Money FUN with Shanna Tingom will demystify money, investing and personal finance topics with lively discussions, relevant guests and great resources. Learn about how the markets work, how your financial professional can help you achieve your financial goals, tips for talking to your kids and spouse about money and much more. Since FUN is a core value for Shanna’s company, Heritage Financial Strategies, you can expect to laugh along with her and her guests and enjoy the conversation!

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Shanna Tingom

Shanna Tingom

Shanna Tingom is an Independent financial professional and the founder of Heritage Financial Strategies. Her specialty is working with female entrepreneurs, business leaders, and individuals experiencing life transitions. A veteran of the financial services industry, Shanna was 19 years old when a meeting with a financial advisor revealed her purpose and passion. The advisor dismissively reached across the desk, patted her on the head, and said, “Don’t worry sweetheart. Your husband will take care of this money stuff for you someday.” Since then, Shanna has built a career out of helping others take charge of their financial future. She’s more likely to draw pictures and use props to counsel clients rather than use traditional methods involving price-to-earnings ratios and mountain charts. Shanna considers herself a life-long learner and keeps apprised of changes in the industry. She earned a Bachelor’s Degree in Business from William Penn University and a Master’s Degree in Organizational Management from the University of Phoenix. Shanna holds FINRA Series 7 and 66 licenses and the Accredited Asset Management Specialist (sm) designation. Shanna keeps active as a member of the Small Business Alliance and Gilbert, Arizona Chamber of Commerce. She also enjoys traveling with her husband, Eric, and spending time with her two Cavalier King Charles Spaniels, Oliver and Princess.

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Episode Directory

September 2016

August 2016

  • 8/26/2016: Divorce and Your Finances Listen Now
  • 8/19/2016: Planning for a Fulfilling Retirement- What Successful Women are Doing Now Listen Now
  • 8/12/2016: Where there's a Will there's a way! Listen Now
  • 8/5/2016: Financial and Estate Planning for Non Traditional Couples Listen Now

July 2016