Shows
We Make Money FunSelf Directed Brokerage WindowsHeritage Financial Website: https://www.heritagefinancialaz.com/Many of us put money away into our employer-sponsored retirement plans and forget about it. However, you may have more control over those investments than you think. Adam Miller and Shanna Tingom of Heritage Financial Strategies explain how they work with their clients to make sure that their retirement plans and investments are best suited to their individual needs.
2022-01-1911 minWe Make Money FunPooled Employer PlansHeritage Financial Website: https://www.heritagefinancialaz.com/Hayden Gerwein from Howard Capital Management is back today, joining Shanna Tingom and Adam Miller from Heritage Financial. And we are discussing Pooled Employer Plans - a way for small business owners to pool resources to offer retirement benefits to their employees.(Disclosure: The Heritage Financial Strategies Team will be using a PEP from Howard Capital for their employees beginning January 1, 2022.)Hayden explains how these Pooled Employer Plans work, and Shanna explains why, in the wake of the SECURE Act, this was the right time to i...2022-01-0517 minWe Make Money FunDisability Insurance, Part 2Heritage Financial Website: https://www.heritagefinancialaz.com/In part 2 of this series, Adam Miller of Heritage Financial Strategies welcomes back Disability Insurance expert Brock Falconer. There are other ways of being covered for a disability, including group plans through your employer and through social security. Brock explains the advantages to having these plans, but also their limitations. For example, social security claims -when approved, can often take 2 years. And if you have DI through your employer, that won't come with you when you leave that job. - These are some of the reasons why it's adva...2021-12-1518 minWe Make Money FunDisability Insurance, Part 1Heritage Financial Website: https://www.heritagefinancialaz.com/Adam Miller of the Heritage Financial Strategies team hosts this two part series, with guest Brock Falconer. Brock is an expert in the field of disability insurance, or DI. And Brock is one of the many strategic partners that Heritage works with in helping you plan your financial future.It's important to know that Disability Insurance is more than just coverage should you become permanently disabled. A DI claim can be filed for being unable to work for just 90 days. And the chances that may happen to you: 1 in 4...2021-12-0118 minWe Make Money FunMeet Adam MillerToday, Shanna Tingom introduces us to another new member of the Heritage Financial Strategies team, Adam Miller. Adam is an Albuquerque, New Mexico native, who worked for General Mills at one point. He watched his teammates work beyond when they should have, because they hadn't planned for their retirement. After giving informal financial advice, Adam realized he wanted to this kind of work professionally.Today, we get to know Adam and his family - including family farms in South Dakota, his passion for travel (he's been to almost every state), and what it is about financial planning tha...2021-03-0313 min