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Money Making Sense

Money Making Sense is a 2017 People’s Choice Podcast Awards (#PCA17) finalist. Host Heather Kelly focuses on how to find financial peace by better allocating your paychecks and analyzing the impact of simple family decisions. Each episode approaches the topic of personal finance from both 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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May 31, 2017

In part 2 of 'Death & Taxes' we take on lower & middle class income earners.  You have a modest estate, a middle class home, maybe a couple thousand in a 401k and you don't know how to divide it up among your beneficiaries.  Ronda Gardner owner of Gardner Estate & Trust, CPA and the CEO of Utah Association of Certified Public Accountants, Susan Speirs sifts through the process. What's the best way to prevent in-fighting between multiple people who inherit?  Why designating a 'specific bequest' could save your inheritor from paying taxes.

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