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Heritage Financial Podcast 2025

Now Streaming

Real Advice for Your
Personal Economy.

Our podcast simplifies complex financial concepts into actionable steps. Listen in as we explore wealth management, tax-smart strategies, and the behavioral side of money—without the jargon.

Great News! Our Making Money Fun podcast is available on:

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Past Shows & Episodes

The Epidemic - Parents taking care of grown kids Listen Now →
Why the S&P 500 Is Not A Diversified Investment Strategy Listen Now →
Tony & René Steelman Listen Now →
From Accounting to Helping Our Clients Build Confidence Listen Now →
Wendy Rios Listen Now →
How To Graduate from College in 4 Years, Debt Free Listen Now →
Bart Wensink & Lori Durham-Wensink Listen Now →
What can we learn from celebrities? Listen Now →
Liza Maldonado & Mark Durrick Listen Now →
Shanna's Health Journey Listen Now →

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Maridea Wealth Management, LLC (“MWM”), is an SEC-registered investment adviser and a wholly owned subsidiary and affiliate of Maridea Holdings LLC. MWM also does business as Heritage Financial Strategies (“Heritage”). SEC registration does not imply any specific level of skill or training.

“Maridea” refers to Maridea Holdings LLC and its subsidiaries and affiliates. Maridea Wealth Management LLC (“MWM”), Maridea Insurance Company LLC (“MIC”), and Maridea Tax and Business Services LLC (“MTBS”) are wholly owned subsidiaries and affiliates of Maridea Holdings LLC. Investment advisory services are offered through MWM, an SEC-registered investment advisor. MWM also does business as Heritage Financial Strategies (“Heritage”). Insurance-related services are offered through MIC. Tax preparation and business services are offered through MTBS. SEC registration does not imply any specific level of skill or training.

View Our Form CRS (PDF) | Full Disclosures Page

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies does not represent the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renowned financial advisor, Dave Ramsey.

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