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Business
Education
Investing
Self-Improvement

Money Making Sense

Updated 1 day ago

Business
Education
Investing
Self-Improvement
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Money Making Sense is a 2017 and 2018 Peoples Choice Podcast Awards (#PCA17, #PCA18) finalist. Host Heather Kelly focuses on how to find financial peace by better allocating your paychecks and analyzing the impact of simple family decisions. Episodes approach the topic of personal finance from a cost-savings and revenue-generating perspective. Covered topics include: vacationing on a budget, accumulating retirement savings on a limited income, reducing household expenses, the financial impact of owning a pet, and how money affects relationships. Money Making Sense will give you practical ideas on how to improve your bottom line.

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Money Making Sense is a 2017 and 2018 Peoples Choice Podcast Awards (#PCA17, #PCA18) finalist. Host Heather Kelly focuses on how to find financial peace by better allocating your paychecks and analyzing the impact of simple family decisions. Episodes approach the topic of personal finance from a cost-savings and revenue-generating perspective. Covered topics include: vacationing on a budget, accumulating retirement savings on a limited income, reducing household expenses, the financial impact of owning a pet, and how money affects relationships. Money Making Sense will give you practical ideas on how to improve your bottom line.

iTunes Ratings

19 Ratings
Average Ratings
17
0
1
0
1

Makes sense it’s won an award

By Andrew Hull - Dec 08 2017
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This is an award winning podcast for a reason. Heather gives excellent advice on finances.

Yes please!

By Spuds Magee - Nov 20 2017
Read more
This podcast is just what I needed to get my budget - and life - back on track!

iTunes Ratings

19 Ratings
Average Ratings
17
0
1
0
1

Makes sense it’s won an award

By Andrew Hull - Dec 08 2017
Read more
This is an award winning podcast for a reason. Heather gives excellent advice on finances.

Yes please!

By Spuds Magee - Nov 20 2017
Read more
This podcast is just what I needed to get my budget - and life - back on track!
Cover image of Money Making Sense

Money Making Sense

Latest release on May 27, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 1 day ago

Rank #1: Pick the smartest person in the room

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A local Utahn just became the first woman president of Four Foods Group, a conglomerate of restaurants.  Shauna Smith explains how she learned the business from the ground up and also requires executives in her business to also roll up their sleeves.

But, it wasn't a walk in the park.  Shauna describes setbacks on the path to owning Kneader's Bakery, Little Caesars Pizza, R&R, Swig & Sweets, and Mo Better brands restaurants all under the Pleasant Grove, Utah based Four Foods Group umbrella.

You can follow this show on Twitter @MoneyMakingSens  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.

Nov 21 2018

27mins

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Rank #2: SUNDANCE: Chipotle is revolutionizing employee benefits

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The Chief People Officer, Marissa Andrada, of Mexican restaurant chain Chipotle says companies need to invest in people.  And that includes everyone from the janitor to the CEO. 

Marissa helped roll out full-tuition reimbursement for employees and mental health access to Chipotle's workers, including all family members. Because "doing it alone can be daunting. You need a good support system around you."

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.

Jan 29 2020

16mins

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Rank #3: Am I too Old to Retire?

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Have you factored in your mortgage or rent payment as part of your expenses when you retire?  Certified Finanacial Planner, Shane Stewart with DMBA talks to my guest Simone who doesn't think she'll have enough money to live comfortably in 12 years when she takes her retirement.

Find out if renting is better than owning house as you go into your 'sunset years' on this episode.

You can follow this show on Twitter 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.

Nov 20 2019

27mins

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Rank #4: Keeping people afloat with The Payroll Protection Package, Part 2

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UPDATE:  04/21/2020, Congress added more than 200-billion dollars to the PPP fund:

Part 2 of the Payroll Protection Package.  It's a portion of the CARES Act passed by congress to help Small Businesses pay their workers even if they're 'out of business' due to coronavirus restrictions.

The CEO of Utah Association of CPA's, Susan Speirs, explains how much federal money a company can receive.  And how employees can help.  

sba.gov

utahscreditunions.org

utah.bank

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.

Apr 15 2020

20mins

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Rank #5: Is your financial mindset preventing you from making money?

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Certified Financial Planner Anna Sergunina of Main Street Financial Planning tells host Heather Kelly 'it's not how much money you make, it's how you think' when it comes to financial prosperity.  

Learn how turning your thoughts of scarcity to abundance can help you plan your financial road-map into the future.  Whether it's saving for a new house, college fund for the kids or your retirement, THIS is where you start.

Main Street Financial Planning is running a challenge called Money Roadmap Challenge.   28-days to level up, in order to reset re-purpose your financial life. www.moneyroadmapchallenge.com begins Oct. 1st, 2019.

You can follow this show on Twitter 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.

Sep 25 2019

25mins

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Rank #6: NOW is the time you need a Roth IRA

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If you aren't sure whether a Traditional or a Roth IRA is the way to go, this episode may help you.  Investment adviser, Ethan Millard, of New Millennium Group explains why paying tax on your money now could be better than paying later in retirement.

You can follow this show on Twitter 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.

May 01 2019

11mins

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Rank #7: 10 Tax Tips #10: Deductions for education are gone

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Are you trying to pay for your children's education? Do you want to take some classes. UACPA member Erik Hatch of Cook Martin Poulson says you might be able to use the American Opportunity Credit or the Lifetime Learning Credit. But, you can't deduct school expenses anymore.

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.

Mar 11 2020

5mins

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Rank #8: 10 Tax Tips: Tax Reform - "Don't use our children as pawns"

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The state of Utah passed a tax reform bill and within 3-weeks it was dead after a public referendum overturned the legislation. Two big issues were an increase in the sales tax on food and education taxes.

The CEO of UACPA, Susan Speirs, was on Capitol HIll and attended almost all the town hall meetings before the bill was passed in a special legislative session. Find out why she says 'the writing was on the wall' for this law to be overturned by the people.

You can follow this show on Twitter 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 you'd like her to cover here.

Feb 19 2020

26mins

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Rank #9: How owning your bad money habits can save you

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Dr. Brad Klontz, of Your Mental Wealth Advisors and author of Mind Over Money, explains how your thoughts about money -- spending, savings, etc -- are hardwired into your brain from a young age.

But you can learn good behaviors and unlearn bad ones.  And you don't have to pay a financial advisor to be 'money wise.'  Dr. Klontz says, it can be as simple as confiding in a trusted friend.

You can follow this show on Twitter 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.

Aug 28 2019

24mins

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Rank #10: 10 Tax Tips: E-filing is great, for both you and scammers

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The IRS processes electronic returns faster than paper returns, so you can expect to get your refund three to six weeks earlier.  UACPA member, Jill Corrigan of Squire Wealth Management, breaks down what you need to do to make sure scammers don't beat you to your money.

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.

Mar 08 2020

13mins

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Rank #11: How much money should you have saved at every age?

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The earlier you start saving, the better off you'll be at retirement.  But does that mean all is lost if you don't start putting away a 'golden age' fund until you're in your 30's?

Certified Financial Planner Shane Stewart of DMBA has the answers and tips to help you catch up if you're behind in for your retirement years.

You can follow this show on Twitter @MoneyMakingSens 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.

Nov 14 2018

24mins

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Rank #12: Do You Need a Financial Planner

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If you're struggling with finances and think you can't afford to seek help from professionals, this could be a place to start.  McKenzie Walsh with Triple A Fair Credit Foundation says many services are free.  McKenzie says the hardest part is changing your spending habits.

You can follow this show on Twitter 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.

Jun 05 2019

10mins

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Rank #13: It's cheaper to save than to borrow

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Saving money for college isn't just for higher learning institutions.  A 529 plan can pay for trade schools and community colleges.  And Marketing Specialist, Scott Pettett, for Utah's My529 explains to host Heather Kelly, this plan can pay for so much more than tuition expenses.

For a list of all schools across the United States which participate in Federal student aid 529 plans, visit: FAFSA.ed.gov

 You can follow this show on Twitter 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.

May 29 2019

21mins

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Rank #14: Do I qualify for the Economic Impact Payment?

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Many taxpayers around the United States are receiving $1200 courtesy of the Cares Act Package.  But, not everyone qualifies. CEO of Utah Association of CPA's, Susan Speirs explains what the requirements are and when the payment starts dropping below $1200.

If you haven't received your check, go to the website below to see if you can find out why: https://www.irs.gov/coronavirus/economic-impact-payments

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.

Apr 22 2020

11mins

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Rank #15: 10 Tax Tips #9: You can no longer write off your kids

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The new tax law from President Trump doesn't allow you to deduct your kids. But, you do get credits. UACPA member Erin Koller of BDO explains how this affects your tax returns.

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.

Mar 11 2020

9mins

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Rank #16: Guest Hosts Amanda Dickson & Tim Hughes Preview tax issues

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The hosts of KSL Newsradio's Utah's Morning News, Amanda Dickson and Tim Hughes sit down with the CEO of UACPA, Susan Speirs to discuss tax season.

Why you might need a certified public accountant, deductions, and how tax reform could affect you.  These are all the subjects host Heather Kelly will cover in depth in the 10 Tax Tip Series.

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.

Feb 19 2020

18mins

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Rank #17: 3 Ways Your Kids Can Practice Money Sense

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Do you give your kids an allowance just for doing household chores?  John Lanza, host of   Art of Allowance, says it's time to rethink that.  And start talking about saving, giving and responsible spending of money as early as 4 or 5 years of age.

Learn how to be 'smart parents' in order to teach your children about how to make the best financial decisions as they grow into adults on this episode.

You can follow this show on Twitter 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.

Nov 06 2019

25mins

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Rank #18: Does the person making the household financial decisions know the basics?

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Eighty-six percent of women in households are making the money  decisions for families.  But, new research finds most of them don't understand the basics of their finances.

Chief Financial Officer for Utah Communications Authority, Patsy Halladay, and CEO of UACPA, Susan Speirs teach women what they need to know.  Including how to NOT become emotionally charged when discussing money with their significant other.

BREAK 7:59

You can follow this show on Twitter 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.

Jul 15 2019

17mins

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Rank #19: How to take the Headache out of Health Insurance

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Do you struggle to find the right health insurance for you or your family?  How do you know if you should pay more in premiums or more in deductibles?  And what are those anyway?

Owner of Clarity Insurance Advisors, Lloyd Coleman, answers these questions and more.  Find out how buying a ticket for a cruise is similar to choosing the right insurance plan.

You can follow this show on Twitter 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.

Oct 30 2019

25mins

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Rank #20: Tell your money where to go, don't wonder where it went

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Retirement is all about your cash flow.  Jason Parker of Parker Financial and Sound Retirement Radio, has a formula to make sure you've saved enough for 'the golden years.'  But, he says money isn't the most important item to have in order to gain wealth.

Hint:  It's all about your relationships.

You can follow this show on Twitter 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.

Aug 14 2019

24mins

Play