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Money Making Sense

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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Now displaying: 2019
Apr 17, 2019

Does having a Costco or Sam's Club membership really give you the most for your money?  Andy Farnsworth, host of Fan Effect, sits down with host Heather Kelly for this discussion:  Bulk vs Grocery Stores.

Andy has to feed a family of 8 and Heather is only shopping for herself.  What items does Andy say he will never buy in bulk?  And how does he stop himself from tossing things into the grocery cart his family doesn't really need?

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.

 

Apr 12, 2019

Are you saving money to send your child to college?  What if you're child decides not to go?  Richard Ellis, the Senior Director of Compliance, of My529 says this plan will let you transfer the funds to someone else, including yourself.

You can also use money from a 529 plan for kids in Kindergarten through 12th grades, not just for higher learning.  You can open a 529 in other states, and you can use the money for international schools.

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.

 

 

 

Apr 10, 2019

If you don't have a checking account or don't qualify for a credit card, it's very hard to make it in our ever increasing cashless society.  Stephen Harkey of Vivi Pay has a solution.

Find out how FinTech companies (Financial Tech apps) are helping the estimated 8.5% of the population who are struggling to pay for items when they can't use cash.

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.

Apr 3, 2019

It sounds romantic, the homes look so cute, but 'living tiny' isn't all it's cracked up to be.  Jenna Spesard and her then boyfriend, built her 150 square foot home by themselves in 2013.  

Find out why she still lives the lifestyle today, what she would change, and what people need to know before they embark on their own "Tiny House Giant Journey."

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.

Mar 27, 2019

Certified Public Accountant, Scott Czaja of WSRP, details what education expenses you can write off on your taxes.  Is it only for dependent children? What if you want to go back to school?  And what if both yourself and your child are in school?

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.

Mar 20, 2019

HANG UP!  If you receive a call from the IRS and the person says there's a problem with your tax return.

Bill Walpole, CPA with Teuscher Walpole, explains what to do if a scammer tries to get money from you.  He also describes what happens if a fraudulent tax return was made in your name.

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.

Mar 13, 2019

The tax law no longer allows people to write off dependents on their tax returns. CPA Paul Gibbons from Jones Simkins explains what was done to replace the deductions and if it a better deal. And what happens if two divorced parents try to claim the same child?

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.

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Mar 6, 2019

If you are still mailing in printed tax forms, it may be time to start e-filing. Certified Public Accountant Troy Martin of Cook Martin Poulson, PC what the advantages are to e-filing and if there are any circumstances when you should still use paper forms.

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.

Mar 1, 2019

Rod Rex talks with host Heather Kelly about how mortgages can be either wholesale or retail.  Learn how Rod's company, LendRight Mortgage, can offer lower interest rates than some other companies because they deal in bulk. 

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.

Feb 27, 2019

When President Donald Trump made some changes to the Affordable Care Act, many people thought they would no longer have to pay taxes if they were uninsured. Surprise! CPA Mike Criddle of Eide Bailey says the penalty for not having health insurance is still in place.

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 persona Twitter page.

Be sure to email Heather your questions and request topics you'd like her to cover here.

Feb 20, 2019

Certified Public Accountant Aaron Abendroth from Haynie & Company explains how contributing money to your retirement funds will affect your tax returns.  And, what happens when you withdraw the money from your IRA or 401k?

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.

Feb 15, 2019

Did you owe money to the IRS this year and you've never had to pay before?  Maybe your refund was a lot less than in previous years.  

Ashley Christenson of Tanner, LLC goes indepth on what the 2017 Tax Law signed by President Donald Trump means for your taxes.  

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.

 

Feb 13, 2019

You can write off a portion of your home where you exclusively conduct business. But ONLY if you don't have a regular office outside your home under the new tax law.

CPA Becki Schryer of Stayner Bates PC explains the changes for fixed based businesses and home offices and how it affects your tax return.

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 Twitterpage.

Be sure to email Heather your questions and request topics you'd like her to coverhere.

Subscribe for free to Money Making Sense:

https://lnkd.in/d-g5z6r -Stitcher

https://lnkd.in/dpy6xBN -Spotify

Feb 6, 2019

The Tax Cuts and Jobs Act took effect for the 2018 tax year. CPA Ashley Christenson of Tanner LLC explains how the new law significantly increases the standard deduction, but also gets rid of deductions you may be used to taking in previous years.

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 Twitterpage.

Be sure to email Heather your questions and request topics you'd like her to coverhere.

Subscribe for free to Money Making Sense:

https://lnkd.in/d-g5z6r -Stitcher

https://lnkd.in/dpy6xBN -Spotify

Jan 30, 2019

Seven and a half percent of people in the U.S. are victims of identity theft annually. Mike Criddle, Tax Parner of Eide Bailly LLP how the IRS continues to implement programs to protect consumers from tax fraud.

What do you do if you received an Identity Protection PIN or IP PIN from the IRS?

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.

 Subscribe for free to Money Making Sense:

https://lnkd.in/d-g5z6r -Stitcher

https://lnkd.in/dpy6xBN -Spotify

Jan 29, 2019

"Top End Wedding" isn't about how expensive getting married can be, but the film has a better pay off.

Actors Gwilym Lee from "Bohemian Rhapsody" and the lovely Miranda Lee, who co-wrote and stars in the film, join host Heather Kelly to talk about this Sundance Film Festival entry, and other projects they're working on.  Director Wayne Blair of "Cleverman" was unable to make the discussion, but plays a role in our conversation. 

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.

 

Jan 29, 2019

The first ever fan based entertainment company wants you.  Legion M uses crowdfunded to decide which movies or television shows in which to invest.

Find out how this new upstart company is making an impact at Sundance Film Festival both with money and with everyday people putting their weight behind projects.

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.

Jan 29, 2019

Molly Ivins took on the American political system.  Her blistering words instilled fear in politicians but also endeared her to readers across the country.  She gained much of her following while writing about then Governor George W. Bush, dubbing him "Shrub: the little Bush."

Director Janice Engel, best known for the TV series "Addicted," brings us the rise and failings of Molly in "Raise Hell" and how she broke through in a man's profession. 

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.

Jan 28, 2019

Many visitors to Sundance Film Festival are not used to walking for hours at a time at elevations above 7000 feet.  So, one health company REME is giving B12 injections respite to the weary.

This Los Angeles based company does make house calls and is looking to bring it's 'homeopathic' brand of health care to other cities around the country.  Find out what a $400 house call will get you.

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.

Jan 28, 2019

Disney is using animation to show a serious conversation many adult children must have with their parents.  And for the first time ever, the Mickey Mouse company is using Virtual Reality to do it.

Director Jeff Gipson uses his own childhood memories of moving his grandparents into assisted living for this short film.  So far, Disney isn't sure how to present this in VR to the masses, but host Heather Kelly offers an idea in exchange for 10% of the profits.

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.

Jan 28, 2019

Stieg Larsson may be best known to the general public as the author of the "The Girl with the Dragon Tattoo." But, Larsson's life mission was to shine a light on right-wing extremism in Sweden, and the world,

Director Henrik Georgsson, best known to American audiences for "Wallander," takes us into the dangerous world of Larsson's journalism.  He infiltrated neo-Nazi groups and wrote about their startling growth in society in Expo, and how the movement is funded; which led to death threats and car bombings in Sweden. 

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.

Jan 26, 2019

The Wild immersion is the first Virtual Reserve.  Be teleported to Africa, China, and under the ocean.  You will be completey immersed with dolphins and be sniffed by leopards.  Director, and veterinarian, Adrien Moisson brings you into nature, when you can't get there yourself.

This VR experience, endorsed by Jane Goodall, is financing real reserves so the animals and nature you see on the film aren't lost forever.  If you can't get to Sundance Film Festival to see it, go to Wild Immersion's website to find where it's playing.

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.

 

Jan 26, 2019

As America struggled with the assassinations of Robert Kennedy and Martin Luther King, Jr, Arthur Ashe rose through the white halls of tennis and became the first black man to win the 1968 U.S. Open tennis championship.

Directors Brad Lichtenstein, Rex Miller and Producer Beth Hubbard sit down during the Sundance Film Festival and tells host Heather Kelly about this virtual reality film which is the first to use 'sand animation' along with live actors to create this story.  To learn more about Ashe 68 here.

To follow Money Making Sense on Twitter click HERE.  And to find out what Heather Kelly does when she's not doing her podcast, follow her on Twitter.

 

Jan 26, 2019

"HALSTON" goes indepth with the designer who put America on the map in the fashion industry. Roy Halston Frowick was the man who wanted to “dress all of America.”  

Producer Roland Ballester and Director Frederic Tcheng explain Halston's story with his friends, family, and collaborators including Liza Minnelli, his niece Lesley Frowick, filmmaker Joel Schumacher, and the Halstonettes.

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.

 

 

Jan 23, 2019

As a taxpayer, you’re responsible for the information you submit on your income tax return.  Robert Cole of CBIZ explains with brand new tax forms and laws this year, a CPA has the knowledge base to minimize yur tax liability now and in future years.

Certified Public Accountants are more competitive, price wise, than the big box stores like H&R Block, plus a CPA will do more than simply plug in your numbers.

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

 Subscribe for free to Money Making Sense:

https://lnkd.in/d-g5z6r     -Stitcher

https://lnkd.in/dpy6xBN  -Spotify

 

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