Money Making Sense artwork

Money Making Sense

497 episodes - English - Latest episode: about 14 hours ago - ★★★★★ - 22 ratings

The goal of Money Making Sense is to help you find more financial peace. Host Heather Kelly and guest experts focus on reviewing paychecks and analyzing family decisions. They also talk about vacationing on a budget, retirement savings on a limited income, reducing household expenses, the financial impact of owning pets and how money affects relationships. Money Making Sense will give you practical ideas on how to improve your bottom line. Money Making Sense is a 2017, 2018, 2020 and 2021 People's Choice Podcast Award Finalist. 

Self-Improvement Education Business Investing
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

Save money by buying or selling your leased car

September 07, 2022 07:00 - 21 minutes - 8.83 MB

Moving to a car-loan from a lease may be much less expensive than any new or used vehicle sitting on a lot.  So says Zander Cook, the co-founder and COO of Lease End. He says not only is the $500 disposition fee for turning in a leased car waived when you buy it, the amount you've already paid on your lease has given you equity you can use to sell or buy the car. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking ...

New SEC rules can affect individuals

August 31, 2022 07:00 - 24 minutes - 10.1 MB

The SEC is not only putting out twice the amount of rules and updates as the previous two White House Administrations, they've shortened the time allowed to review them.  Ken Bentsen, President and CEO of SIFMA, says rushing through multiple proposals simultaneously, without understanding their effect on each other, increases the possibility of bad outcomes. Bentsen wants the SEC to focus more on security to prevent data breaches which can harm individuals and slow down...

Divorce, recession style!

August 24, 2022 07:00 - 21 minutes - 9.05 MB

Alimony is not a punishment or an entitlement.  It's a spousal welfare program so the government doesn't have to pay.  That's from Jonathan Winn, litigation partner at Cordell Law.   He says the most important thing to do before meeting with divorce attorneys is to figure out ahead of time the changing needs of monetary support throughout the years, especially as recessions come and go. You can follow this show on Instagram and on Facebook. And to see what Heather does...

Building your buffers is key to weathering inflation and recession

August 17, 2022 07:00 - 36 minutes - 15.6 MB

Supply chain issues could fuel inflation for another year.  That's from Phil Dean, chief economist at the Kem C. Gardner Policy Institute and Susan Speirs, CEO of Utah Association of CPAs.  They say having a financial cushion is the only way to survive. Dean says raising interest rates is bringing down inflation, but says The Feds should've started doing this in April of 2021.  He says people had too much money last year and they were chasing too few goods, which create...

Help is available to buy an affordable home

August 10, 2022 07:00 - 20 minutes - 8.34 MB

People of color show more interest in owning homes than ever before.  However, Lee Anne Adams, Senior V.P. of National Initiatives at NeighborWorks America, says most don't believe they have enough downpayment to buy (which may not be true). Lee Anne says home ownership is the key to wealth building and passing the wealth on to future generations.  She has tips to getting financial prepared and information on how you can buy affordably. You can follow this show on Inst...

There is help available to buy an affordable home

August 10, 2022 07:00 - 18 minutes - 8.34 MB

People of color show more interest in owning homes than ever before.  However, Lee Anne Adams, Senior V.P. of National Initiatives at NeighborWorks America, says most don't believe they have enough downpayment to buy (which may not be true). Lee Anne says home ownership is the key to wealth building and passing the wealth on to future generations.  She has tips to getting financial prepared and information on how you can buy affordably. You can follow this show on Instagram and on Facebook...

Back to school shopping

August 03, 2022 07:00 - 10 minutes - 4.21 MB

Now is the best time to shop for what your child needs to go back to school.  Rina Hurst, chief business officer with Shipt says the sooner you start, the more likely retailers are to have items on sale.  Money Making Sense listeners can get free shipping for their first order with Shipt by using the code -- GETSHIPT.  Find out what the most important items are for your school age kids and for those heading out to college in this episode. You can follow this show on In...

What are your tax dollars funding for the $1.2 Trillion Infrastructure bill?

July 29, 2022 21:20 - 11 minutes - 4.98 MB

U.S. Secretary of Transportation, Pete Buttigieg, spoke with host Heather Kelly face to face during his trip to Utah.  They talked infrastructure, climate change and jobs.  The $1.2 Trillion dollar infrastructure law will spread out the funds over a 5-year period across all 50-states and 14-US Territories. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email H...

Don't take on additional debt during a recession

July 27, 2022 07:00 - 28 minutes - 12.1 MB

Now is not the time to buy a new car or put purchases on credit cards.  Brian Walsh, a SoFi Financial manager, says taking on less risk is the best way to survive inflation and/or a recession. Find out if you should prioritize building your savings account or your investments during this episode. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather yo...

Employees can now ask for a lot more flexibility when job hunting

July 20, 2022 07:00 - 27 minutes - 11.9 MB

Grow, adjust or die -- as a company.  That's from Carly Hazen, managing director at recruiting firm Prince, Perelson and Associates.  She has tips on how businesses should use 'Best Practices' to attract and hire the best candidates. Susan Speirs, the CEO of Utah Association of CPA's says employees also need to be prepared.  They should maintain professionalism and not 'ghost' interviews but also do their homework on which companies will provide most of what they need t...

Boost your emergency savings, NOW!

July 13, 2022 07:00 - 26 minutes - 11.2 MB

If you want to know how to survive the recession, Michael Stevens, the founder of Capital Wealth Advisors, says having enough money tucked away for emergencies is how. Michael says taking advantage of free retirement funds -- like your employers matching 401k is just one way to do it.  And you can go to RetireUtah.com to get more information. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her pers...

Test your dust for mold, not the air

July 06, 2022 07:00 - 31 minutes - 13.4 MB

If you have mysterious health issues, it may be due to mold in your home.  Michael Rubino, author of "The Mold Medic" says mold can cause brain fog, breathing problems and neurologic symptoms -- just to name a few problems. Michael discusses how to prevent getting mold in the first place and what not to do if you already have it.  HINT:  don't use bleach to try and get rid of it. You can follow this show on Instagram and on Facebook. And to see what Heather does when s...

Why men and women think about money differently

June 29, 2022 07:00 - 24 minutes - 10.5 MB

If a professional can't explain financial terms in a simple way, it's their problem, not yours.  So says Nicholle Overcamp, the CEO of Wilcox Financial Group.  She is also a financial coach with PowHERhouse Money Coaching. Nicholle says many times women are intimidated to ask deeper questions about their money, because some men want to tell others what to do or simply show how much they know, instead of explaining the process. You can follow this show on Instagram and ...

Equity doesn't mean Equal

June 22, 2022 07:00 - 35 minutes - 15.2 MB

Diversity, Equity and Inclusion (DEI) can increase your wallet.  Paul Skeen, the co-chair of the National DEI Counci with Eide Bailly and Susan Speirs, the CEO of Utah Association of CPAs discuss the advantages of including people from many different backgrounds, including race, gender and military service. Skeen says profits at Eide Bailly more than doubled after they began including more women among into partnership and corporate roles. You can follow this show on In...

Costs of getting your backyard ready to entertain

June 15, 2022 07:00 - 10 minutes - 4.34 MB

Are you ready for company at your home?  Bobby Berk, designer and tv host of Queer Eye on Netflix, has tips to make your space inviting.  He says you can spend thousands of dollars, but you can also spruce things up on the cheap as well. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here....

How to recognize scam text messages

June 08, 2022 07:00 - 15 minutes - 6.72 MB

Host Heather Kelly goes through some of the scam texts she's received.  Is there a pattern you can use to identify possible scams you get on your smart phones? Also find out what to do if you click on link you shouldn't have. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. ...

Making electric vehicles affordable for lower income families

June 01, 2022 07:00 - 26 minutes - 11.1 MB

Don't lease, rent or buy an electric vehicle.  Scott Painter, the founder of Autonomy, says subscribing to drive an EV is the cheaper way to go. He says having a subscription does not require a credit check and can lower the average monthly cost of Tesla Model 3 from $600 to $490.  And he says some EVs could be as low as $200 per month. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal T...

Turn financial learning into a family affair

May 25, 2022 07:00 - 23 minutes - 10.7 MB

Entrepreneur, Antoine Campbell, say teaching kids NOW to exercise their brain muscles by learning about money and finance, will set them up for future success. He says something as simple as a lemondade stand can be turned into a learning lesson.  Hear about it in this episode along with some other tips. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions ...

The 5 worst ways to devastate your finances

May 23, 2022 07:00 - 23 minutes - 10.9 MB

Les Robinson, the author of Protecting Your Money from Medicaid & Nursing Homes, says falling is the number 1 way to lose all your money. Find out why he says don't wait until you are in the 5th month of a nursing home before you realize you're in financial trouble. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to co...

How NOT to be a victim of affinity and romance scams

May 18, 2022 07:00 - 29 minutes - 13.3 MB

Did you recently meet someone new online, either through social media or a dating sight?  Francswai Grayson, the communication outreach manager with the Utah Division of Securities, says if they ask you for money -- DON'T give them any. Susan Speirs, the CEO of Utah Association of CPA's, says you also need to be wary of those in positions of trust, if they try to get you to invest in a business oportunity or say they can "guarantee" a certain return on investment. You can follow this show ...

These red flags can alert you to gift card scams

May 11, 2022 07:00 - 14 minutes - 6.6 MB

More than 25% of Americans have given or received a gift card which had no value.  Kathy Stokes, director of fraud prevention with AARP, says gift cards are big business for scammers. Learn how to spot a scam on the AARP Fraud Watch Network.  And see a list of the most common scams on the AARP Fraud Prevention website. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather ...

A former ice skating hitman discusses redemption and financial success, Part 2

May 08, 2022 17:39 - 27 minutes - 12.5 MB

Part 2:  The man who attacked figure skater Nancy Kerrigan, Shane Stant, will always be known as a former felon and it limits his job opportunities.  His sister, Maile Stant, only knew him as a protector while she was growing up and has a rewarding career. Filmmaker Justin Kawika Young brings this story to the screen in the documentary, "My Hero, the Hitman."  Shane and Maile talk to host Heather Kelly about how abuse in their household led each of them down different paths, financially and...

How being a hitman for ice skating affected his future income potential, Part 1

May 06, 2022 23:31 - 27 minutes - 12.7 MB

The man who attacked figure skater Nancy Kerrigan, Shane Stant, will always be known as a former felon and it limits his job opportunities.  His sister, Maile Stant, only knew him as a protector while she was growing up and has a rewarding career. Filmmaker Justin Kawika Young brings this story to the screen in the documentary, "My Hero, the Hitman."  Shane and Maile talk to host Heather Kelly about how abuse in their household led each of them down different paths, financially and morally....

Has YOUR financial happiness improved during the pandemic?

May 04, 2022 07:00 - 25 minutes - 11.9 MB

Humans are not good with uncertainty.  Dr. Benjamin Granger, organizational psychologist with Qualtrics XM Institute, says being uncertain at work, and in life, will make people unhappy faster than any thing else. Even though the pandemic did bring a lot of unknowns, A Qualtrics survey found many people are better off financially than ever before.  But their stress levels also changed, so they may not be as happy. You can follow this show on Instagram and on Facebook. And to see what Heath...

Taxes filed, now what?

April 27, 2022 07:00 - 23 minutes - 10.6 MB

Are you throwing your money away to the IRS?  Susan Speirs, the CEO of Utah Association of CPAs, says there's ONE really important thing you can do to keep that from happening.   Susan also says the IRS has FREE tools available on their website to help you reduce your tax burden.  But if you can afford it, getting help from a CPA is the best thing to do. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twit...

How to prepare for rising interest rates and inflation

April 20, 2022 07:00 - 25 minutes - 11.5 MB

The Federal Reserve is attempting to balance increased inflation and interest rates.  Michael Stevens, president and founder of Capital Wealth Advisors says raising interest rates is a way to bring down inflation.  But people need to be prepared. Find out the difference between the Avalanche Method and the Snowball Method when it comes to paying off your debt in order to free up more cash flow. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's n...

The 6 Pillars to financial empowerment

April 13, 2022 07:00 - 29 minutes - 13.4 MB

April is Financial Literacy Month and learning about money can be fun and enjoyable.  Jayne Ellegard, a wealth speaker and coach, teaches ways to make personal finances anything but boring, especially for women.  Jayne is also the author of "Financial Empowerment for Women: Your Guide to Courage, Confidence & Wisdom" and says we can start by using more welcoming words about money. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking mon...

3 signs to know when your aging parents need help

April 06, 2022 07:00 - 30 minutes - 14 MB

Knowing the signs your parents need help is just the first step.  Chris Orestis, President of Retirement Genius, says the entire family needs to be on the same page when its comes to their healthcare and financial needs. Find out how much it could cost for nursing home care, and if it's covered by Medicare. Hint: it usually isn't. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to em...

How to reduce your tax burden in retirement

March 30, 2022 07:00 - 22 minutes - 10.3 MB

Should you cash in your IRA first or start taking Social Security when you retire?  Becki Schreyer, managing director of BKD, and Susan Speirs, CEO of Utah Association of CPAs explain what is best to reduce your taxes after you give up going to work. Also find out what can happen if you continue to work after you start drawing your Social Security benefits. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal T...

Are you stealing your own identity?

March 23, 2022 07:00 - 27 minutes - 12.6 MB

Making more money at work or even having better relationships means not stealing who you are. Life coach Jessica Pilgrim, says if you want to attract wealth, of any type, you need to use all your senses to visualize it. Jessica says the first step is to identify the voice in your head which says you can't or you aren't good enough.  Then start replacing it with a positive voice.  She says the negative thoughts are stealing your true identity. You can follow this show on Instagram and on Fa...

How to start your own business

March 16, 2022 07:00 - 23 minutes - 10.6 MB

The Great Resignation has many opting to go into business for themselves.  Michael Brette, founder and CEO of Small Cap Equity Advisors, guides people to succeed in their venture.   Learn why you should look at 'Funding Platforms' like SeedInvest Technology or Indiegogo and what the pitfalls are if you are thinking of investing in a start-up company. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter ...

BONUS: David Pogue wants everyone to use self-driving cars

March 13, 2022 08:00 - 14 minutes - 6.81 MB

Could you turn control over to a self-driving car?  David Pogue, Emmy-winning technology and science correspondent for CBS Sunday Morning has -- and he wants everyone else to do the same.  Find out what David thinks is the biggest downfall to technology and where he thinks society is headed. You can follow this show on Instagram and on Facebook. To see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics...

How your self-worth affects your financial wealth

March 09, 2022 08:00 - 27 minutes - 12.5 MB

Blaming others in the workplace for your failures does not bring feeling of trust with co-workers and your bosses.  Joyce Marter, psychotherapist, and author of "The Financial Mindset Fix," explains how to start changing the way you think about yourself to get ahead in your job, and in life. Joyce also discusses aiming high with your goals but having realistic steps to actually reach them. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not ta...

Should you follow the advice of financial social media influencers?

March 02, 2022 08:00 - 18 minutes - 8.52 MB

Do social media influencers have the education to give proper financial advice?  Jeff Jones, the director of financial planning at Longview Financial Advisors, lists some red flags to know before following the advice of someone speaking to the masses and not directly to you. To find a financial planner that is right for you go to NAPFA.org. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be ...

More people could qualify for EITC on their taxes this year

February 23, 2022 08:00 - 17 minutes - 8.17 MB

The Earned Income Tax Credit (EITC) was expanded in 2021.  Mike Criddle, memeber of UACPA and a tax partner at Eide Bailly, explains who qualifies and who doesn't.   Find out how you might be able to use your income from 2019 to get a more money from EITC when you file your taxes this year. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request to...

How to save money during inflation

February 16, 2022 08:00 - 24 minutes - 11.3 MB

Start using your rewards cards wisely.  That's just one hint from Catey Hill, commerce editor with MarketWatch.  Catey and Host Heather Kelly also discuss what to do if you have medical bills and clipping coupons. If getting a second job working from home looks like a possibility, make sure it is legit.  If a company asks you to pay money upfront to start work -- it's a scam.  Here are a few legit opportunities:  Opinon Outpost -- get paid for your opinions SecretShopper -- the original se...

Your pharmacist could take over your medical care

February 09, 2022 08:00 - 18 minutes - 8.72 MB

Pharmacies are already giving various vaccines, they could potentially diagnose and treat high blood pressure, strep throat and a variety of other ailments. Dr. John McHugh, Health Policy and Management at Columbia University, says much of your basic medical care could be done by your local pharmacist in the the future. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather...

THIS is why you need a CPA for your 2021 taxes

February 06, 2022 08:00 - 26 minutes - 12.2 MB

Tax season is underway.  Did you receive Advanced Child Care Credits? Do you have a new baby or get a divorce?  These are just a few of the reasons you may need to hire a Certified Public Accountant. Susan Speirs, the CEO of the Utah Association of CPAs, explains why this year is so important to get the right advice and plan ahead. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to e...

Not understanding your medications could cost you. Pt 2

February 02, 2022 08:00 - 18 minutes - 8.51 MB

Do you read all the possible side-effects when you buy prescription medications?  Does your doctor tell you?  Lynn Cunningham, the co-producer and director of "Medicating Normal" on PBS takes a hard look at when the trillion-dollar medicine industry intersects with people in distress. Angie Peacock, a former Army Sergeant, is one of the subjects of the film.  She says she, and so many others, were never told about the long-term affects of anti-depressants or what happens when you try to qui...

Is your doctor medicating your normal feelings? Pt 1

January 26, 2022 08:00 - 25 minutes - 11.7 MB

The number disabled by mental health illness doubled since the introduction of Prozac in 1987.  Lynn Cunningham, the co-producer and co-director of "Medicating Normal" on PBS takes a hard look at when the trillion-dollar medicine industry intersects with people in distress. Angie Peacock, a former Army Sergeant, is one of the subjects of the film.  She says she, and so many others, were never told about the long-term affects of anti-depressants or what happens when you try to quit them. Yo...

Sundance: Calendar Girls

January 22, 2022 18:22 - 18 minutes - 8.48 MB

A group of women of a "certain age" are dancing their way through retirement.  Producers Maria Loohufvud and Love Martinsen bring their story to the Sundance Film Festival.  The group call themselves "Calendar Girls." You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. See omnystudio.com/listener for privacy ...

SUNDANCE: Calendar Girls

January 22, 2022 18:22 - 18 minutes - 8.48 MB

A group of women of a "certain age" are dancing their way through retirement.  Producers Maria Loohufvud and Love Martinsen bring their story to the Sundance Film Festival.  The group call themselves "Calendar Girls." You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. See omnystudio.com/listener for privacy...

SUNDANCE: Hallelujah

January 20, 2022 20:08 - 23 minutes - 10.9 MB

First-time filmmakers Victor Gabriel and Duran Jones bring this short-film, Hallelujah, of two men having to decide if they should raise their niece and nephew after their parents die to the Sundance Film Festival. Writer/director Victor Gabriel says he wanted to bring the issue of black men making this choice in the socio-economic times in which they live. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal T...

SUNDANCE: The Panola Project

January 19, 2022 20:29 - 13 minutes - 6.29 MB

In a state with the lowest COVID-19 vaccination rates in the United States, one woman in a poor, rural community is able to get 99-percent of its residents injected. Rachael DeCruz, the co-director and co-producer of "The Panola Project," brings the story of Dorothy Oliver who knocked on doors and made dozens of phone calls to bring the community together. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Tw...

Drug companies are increasing prices to give bigger dicounts. Pt 2

January 16, 2022 23:30 - 11 minutes - 5.45 MB

Pharmacy Benefit Managers (PBMs) are pouring gas on a fire they were hired to put out.  That's from Antonio Ciaccia, president of 3 Axis Advisors.who says PBMs have conflicts of interest in the drug chain and are collecting the discounts meant for consumers. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here....

THIS is why your prescription drugs cost so much! Pt 1

January 12, 2022 08:00 - 17 minutes - 8.17 MB

The entities charged with negotiating better drug prices for consumers are pocketing the savings for themselves.  Antonio Ciaccia, president of 3 Axis Advisors, explains how these little-known Pharmacy Benefit Managers (PBMs) became Fortune 15 companies. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here. Se...

What are YOUR 2022 Money Resolutions?

January 05, 2022 08:00 - 4 minutes - 1.93 MB

Host Heather Kelly wants to know what you want for 2022.  Send her an email with what you want to know more about in the New Year.  Anything from how money affects your relationships to how to save money on a fixed income to how trade with China affects your life and everything in between.  Let Heather know what it is that interests you on the money front. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twi...

The IRS IS sending you a letter!

December 29, 2021 08:00 - 18 minutes - 8.6 MB

The Advanced Child Care Credit is the subject of Part Two of 'preparing your taxes.'  Guests Jason Baxter, the senior manager at WSRP, and Susan Speirs, the CEO of UACPA, explain why you may receive a 6149 letter from the IRS. Susan also discusses why you might have to pay back some or all of what you received from the Advanced Child Care Credit payments between July and December of 2021. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not tal...

Reduce your taxable income by giving to charity, NOW!

December 22, 2021 08:00 - 20 minutes - 9.26 MB

It's never too early to start preparing your tax returns.  In Part One, Jason Baxter, the senior manager at WSRP, and Susan Speirs, the CEO of UACPA, explain how a new tax law can help reduce your tax burden without having to itemize.  But you need to give before the end of 2021. And, women can now add menstrual products to their medical expenses to write them off of their taxes as well.   You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not ta...

You can diversify your IRA on your own

December 15, 2021 08:00 - 20 minutes - 9.23 MB

Self-directed IRA's can open your retirement fund to more than just stocks and bonds.  Bill Neville, the business development manager of The Entrust Group, says it's a great way to add rental properties and precious metals to your portfolio.  However, there are rules and many people make mistakes because they know what they are. You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email...

Twitter Mentions

@kslheatherkelly 378 Episodes
@moneymakingsens 108 Episodes
@saspeirsspeirs 25 Episodes
@speirssas 9 Episodes
@uacpa 7 Episodes
@danspindleksl 4 Episodes
@kslandy 3 Episodes
@squirecpa 3 Episodes
@eidebaillyllp 2 Episodes
@johnegleason 2 Episodes
@retirementgeni1 2 Episodes
@sandycollins 2 Episodes
@torgersoncpa 2 Episodes
@powerfulu 2 Episodes
@busykid16 2 Episodes
@utarky 2 Episodes
@ricksteves 2 Episodes
@ajshaps 2 Episodes
@sundancefest 2 Episodes
@georgekamel 2 Episodes