making money fun

Explore "making money fun" with insightful episodes like "The Employee Retention Credit (ERC) Explained", "Making money fun (with Annie F. Downs)", "What kind of insurance do you really need?", "Taking Care of Your Aging Parents - What you need to know, NOW!" and "Attend College and Graduate Debt Free -Yes, it is possible!" from podcasts like ""We Make Money Fun", "Seed Time Money with Bob & Linda Lotich", "Making Money Fun", "Making Money Fun" and "Making Money Fun"" and more!

Episodes (15)

The Employee Retention Credit (ERC) Explained

Shanna Tingom's guest today is Aaron Witten of Witten Financial. His firm specializes in helping businesses use the Employee Retention Credit (ERC) related to COVID. He's here to walk us through it.

The ERC started with the CARES Act in April of 2020, but it was revised in December of 2020, and again under "Build Back Better" in February of 2021.

The latest revision includes the language: “if your business was fully or partially impacted by a governmental shutdown order." This makes it easier for businesses with non-relative W2 employees to qualify. The affected "pandemic period" includes Q2, Q3, and Q4 of 2020, as well as Q1, Q2, and Q3 of 2021. These income-tax-free, refundable credits can run as high as up to $26k per employee over this covered period – making this an extremely valuable shot of cash in the arm of businesses, both large and small.

Aaron also breaks down how PPP and EIDL loans could affect eligibility.

How do you apply for the ERC? What are the terms, time period, and processes? Aaron gives us an overview.

Resources:

Aaron's White Paper:

Aaron's Website: https://wittenfinancial.com/

Aaron's Phone Number: 270-200-1056

Shanna's Website: https://www.heritagefinancialaz.com/

Shanna's Phone Number: 480-397-1184

We Make Money Fun

enOctober 18, 2022

cares act

employee retention credit

build back better

erc

making money fun

Making money fun (with Annie F. Downs)

Today we are sitting down with Annie F Downs as we are chatting about FUN and why it is important and her new book: "Chase The Fun." We dig into how and why it is important to make money fun too!

Links Mentioned:

Annie's Book: Chase The Fun
Annie's Podcast: That Sounds Fun
Our Book: Simple Money, Rich Life
Annie's Book: That Sounds Fun

Find out more at: https://seedtime.com/making-money-fun-with-annie-f-downs/

If you haven’t checked out our best-selling book Simple Money, Rich Life we think you’ll love it. It was named the 2022 Book of the Year by ICFH and has over 275 5-star reviews on Amazon and is best described as “a money book for people who don’t read money books.”

You can take it for a test drive for FREE at SeedTime.com/sample where you can download chapter 1 of the audiobook, grab the 1st 2 chapters of the ebook version, and even get the 5-week book study companion guide.

Seed Time Money with Bob & Linda Lotich

enAugust 06, 2022

What kind of insurance do you really need?

When was the last time you had an insurance review? If you’re like many people, you purchase a policy, pay premiums, and don’t think about insurance until you need it. All too often consumers are overpaying or are underinsured. Don’t let that happen to you!

Making Money Fun

en-usSeptember 30, 2016

Taking Care of Your Aging Parents - What you need to know, NOW!

Are you ready for when your parent needs you to care for them? Many of us aren’t but we should be. On today’s episode we will be discussing how to begin the conversation with parents to create a care plan that meets their needs without sending them -or your family- into debt.

Making Money Fun

en-usSeptember 23, 2016

Attend College and Graduate Debt Free -Yes, it is possible!

According to the CNN College Cost Calculator, attending Arizona State University costs approximately 25,000 Dollars per year. Even with scholarships, the cost is still 17,000 Dollars or 68,000 Dollars of debt for a four year degree. The stress of having to pay student loans is a tough way to start a career. More often we’re hearing from parents and their college-bound children who are asking how they can finance an education with little to no debt. Most think it’s impossible but we’re here to tell you it is possible! Our guests today are Juan Te Daily and her son Stephen Hill. With the help of his mother, Stephen was able to graduate early from Arizona State University with a degree and NO DEBT! We’ll hear how they did it and talk about ways your kids can also get an education and graduate without student loan debt.

Making Money Fun

en-usSeptember 16, 2016

How Your Credit Score Impacts Your Finances

No one likes to talk about it but many of us have it. What is it? It’s debt. It seems to sneak up and over time snowballs into what feels like a never ending cycle of payments. Failing to make even a minimum payment negatively impacts your credit score and can cause problems years after debt is incurred.

Making Money Fun

en-usSeptember 09, 2016

Connect, Inspire, Go! Conference for Women

In this episode we will be discussing the upcoming Connect, Inspire, Go Conference for Women. The conference is designed to provide women with a dynamic opportunity to connect with local women, gain new found inspiration for their current season of life, and identify resources for reaching goals, whether personal, professional, or both. As women in business we understand the importance of connecting to community, especially with other female entrepreneurs.

Making Money Fun

en-usSeptember 02, 2016

Divorce and Your Finances

Divorce is never simple. Emotions run high. Fingers get pointed. Eventually one or both spouses feel they’ve been wronged. That makes negotiating a divorce settlement a long and expensive process. Understanding what’s involved in getting a divorce is the first step to a less stressful experience. On our show today we’re talking to Billie Tarascio owner of the Mesa law firm Modern Law. She specializes in family law including divorce, child custody, and spousal maintenance and will be answering the most commonly asked questions about divorce from the legal perspective.

en-usAugust 26, 2016

Planning for a Fulfilling Retirement- What Successful Women are Doing Now

As women, we approach money differently than men. We’re looking at the big picture. A decision we make today impacts other aspects of our lives whether that’s immediately like on a monthly budget or long-term like how to invest for retirement. In this episode, we’re talking to Lisa Kueng, Executive Director of Invesco Consulting and author of Picture Your Prosperity. We’ll be discussing ways to define prosperity, envision a future, and plan for financial success.

en-usAugust 19, 2016

Where there's a Will there's a way!

Only 25 percent of Americans create a will, meaning 75 percent of estates end up in probate court. Families are left to wonder what their loved ones wishes were for distribution of assets upon death. In some families this causes disputes that didn’t need to happen if there had been a will in place. In this episode, guest Becky Cholewka of Cholewka Law in Gilbert, AZ will be chatting with me as we explore estate planning, wills and living wills.

en-usAugust 12, 2016

Financial and Estate Planning for Non Traditional Couples

The legalization of gay marriage may have made it possible for gay couples to marry but that doesn’t mean there aren’t still challenges when it comes to financial and estate planning. In this episode, guest Becky Cholewka of Cholewka Law in Gilbert, AZ will be chatting with me as we explore answers to the most common questions asked by non-traditional couples.

en-usAugust 05, 2016

What a Financial Professional Does Not Do and who you can ask instead

As a financial professional, there is a misconception that I handle all aspects of my client’s money. But there are some things that I don't do, like detailed budgeting assistance or helping them break through some of the mental barriers to managing and earning money. Though I'm not an expert in all of these areas, I know some professionals who can answer your questions, and a few of them will be on this show as guests. In this episode, I will be talking to Kelsa Dickey of Fiscal Fitness and Jennifer Johnson, of Six Figure Scared Sales about how they can help in some of these areas and how their work can help your over-all financial plan.

en-usJuly 29, 2016

Tips for Talking to Your Spouse about Money

Many of us want to ignore the topic of money especially when it comes to talking to our spouses about it but it’s a topic that can’t be avoided. In order to plan for the future and be able to pay bills today, we have to find ways to talk to each other about the day to day household expenses, savings, and retirement. In this episode, Shanna Tingom will share her story of talking to her husband about money, lessons learned, and what other couples can do to talk to each other about this sensitive topic. Our guest, Kelsa Dickey from Fiscal Fitness, Phoenix will give us some tips to help this conversation go more smoothly.

en-usJuly 22, 2016

Questions to Ask a Financial Professional

You wouldn’t hire a new employee without interviewing them but all too often I hear stories about people who hired a financial professional before asking them questions like What’s your investment style? How do you get paid? What’s your educational background? If they can’t answer these (and other) questions, they may not be the right person for you. In this episode, I will answer the most common questions that you should ask before hiring a financial professional.

en-usJuly 15, 2016

Top 7 Financial Planning Mistakes

When it comes to financial planning, we’ve all made mistakes. Whether it’s spending too much on dining out or not establishing an emergency fund, we all have room to improve. That’s where a financial professional can help. In this episode, we will discuss the importance of how automating bill pay, saving for retirement no matter what age you are, estate planning, and budgeting positively impact your financial status today and in the future.

en-usJuly 08, 2016