Money Making Sense

Money Making Sense


Latest Episodes

Discussing your Inheritance plans shows love and trust
March 27, 2024

In order to avoid jealousy, hurt feelings, or not knowing what a loved one wants after they pass, it is extremely important to have a plan in place and discuss the transfer of wealth with your loved ones.  That's from Lena Haas, the head of Wealth Ma

Cultivating joy brings money
August 09, 2023

Surviving our capitalist system requires having true joy and purpose. Quinn O'Briant, the "Joy Boss," says she faced a life of poverty and failure until she became INTENTIONAL about finding a different way to survive. Now she has a six figure income.O'

Turn your life insurance policy into cash
August 02, 2023

Insurance companies don't want you know this Hack. David Rosell*, president of Rosell Wealth Management says selling your policy is better than surrendering it, and losing all it's value.David wrote the book "In the Know: Turning your Unwanted Life Insu

Understanding wills, trusts and estate planning
July 26, 2023

Estate planning doesn't have to be intimidating. David York, attorney, CPA and estate planner with York Howell, says most of the time it simply comes down to taking a few steps.David also discusses how to avoid probate -- or expensive costs surrounding

A Bolder Way Forward will help families and communities
July 19, 2023

National and statewide studies show women and girls are not thriving in critical areas. Emily Darowski, associate director of Utah Women in Leadership Project, and Susan Speirs, the CEO of Utah Association of CPAs, discuss why it's important to your pock

How to identify fraudsters and scammers
July 12, 2023

Scammers use your emotions, instead of logic, to gain your trust. That's from Rob Woellhaf, vice-president of fraud management at Mountain America Credit Union. He says awareness of the tricks fraudsters use will help prevent you losing your money.HACK

Military retirement and AAFMAA
July 05, 2023

You MUST enroll in Survivor Benefit Plan THIS year if you are a military retiree and haven't already. Retired Brigadier General Mike Meese, says this is a one-time allowance Congress has approved.Mike Meese is also President of AAFMAA (American Armed Fo

What does TRUE wealth mean to you?
June 28, 2023

True wealth isn't always about money. Financial expert, Debra Schatzki, co-founder of BPP Wealth, says most of the time it's about your values.Debra also explains if you don't identify WHY you want financial change in your life and align your values to

Greed is a war, with scammers trying to win
June 21, 2023

As if personal scamming attacks weren't bad enough, author Rob Doctors, says Corporate Greed is taking advantage of consumers as well. As author of the book "Ethics and Hidden Greed" Rob discusses five strategies of greed to understand in order to avoid

How to have a fun, frugal vacation
June 14, 2023

Doing your homework is the key to getting the best price on airfare, hotels, or even deciding if a 'stay-cation' is best for your budget. That's from Susan Speirs, CEO of Utah Association of CPA's.Susan also explains when it's ok to write vacation exp