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Today's episode is released on September 18, which happens to be Shanna and her husband Eric's 15th wedding anniversary!
You would think that a Financial Planner and an accountant would have an easy time when it comes to money matters, but that's not necessarily the case. Like most couples, money can be a challenging topic, particularly when you have two professionals with strong opinions!
Shanna walks us through why she and her husband brought in outside help, including Kelsa Dickey, the financial planner we met in a previous episode.
Resources:
Fiscal Fitness Phoenix Website: https://fiscalfitnessphx.com/
Boundaries by Dr. Henry Cloud: https://www.amazon.com/Boundaries-Updated-Expanded-When-Control/dp/0310351804/ref=sr_1_2?crid=2DIDRNY2YRJKW&dchild=1&keywords=dr+henry+cloud+boundaries&qid=1599323422&sprefix=dr+henry+%2Caps%2C440&sr=8-2
Heritage Financial Website: https://www.heritagefinancialaz.com/
Book an appointment online or call Shanna at 480-397-1184
By Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay5
22 ratings
Today's episode is released on September 18, which happens to be Shanna and her husband Eric's 15th wedding anniversary!
You would think that a Financial Planner and an accountant would have an easy time when it comes to money matters, but that's not necessarily the case. Like most couples, money can be a challenging topic, particularly when you have two professionals with strong opinions!
Shanna walks us through why she and her husband brought in outside help, including Kelsa Dickey, the financial planner we met in a previous episode.
Resources:
Fiscal Fitness Phoenix Website: https://fiscalfitnessphx.com/
Boundaries by Dr. Henry Cloud: https://www.amazon.com/Boundaries-Updated-Expanded-When-Control/dp/0310351804/ref=sr_1_2?crid=2DIDRNY2YRJKW&dchild=1&keywords=dr+henry+cloud+boundaries&qid=1599323422&sprefix=dr+henry+%2Caps%2C440&sr=8-2
Heritage Financial Website: https://www.heritagefinancialaz.com/
Book an appointment online or call Shanna at 480-397-1184