Video Library
Heidi appears regularly on KWQC TV 6 in a financial segment titled “Financial Moments with Heidi”. Scroll through our video archive to listen to Heidi teach viewers about financial topics as diverse as saving for retirement, college planning, “The No-Spend Challenge”, how to save money on shopping, why a Roth IRA is the best gift the IRS gives us and a host of others.
QC Live with Morgan December 21, 2023
QC Live with Morgan December 5, 2023
QC Live with Morgan November 7, 2023
QC Live with Morgan October 16, 2023
Tune in for the final part of our series on Health Savings Accounts.
QC Live with Morgan October 10, 2023
Join us for Part 1 of our series on Health Savings Accounts.
QC Live with Morgan September 27, 2023
Tune in for our part 2 of our series on annuities.
QC Live with Morgan September 5, 2023
Join us for part 1 of our series on annuities.
QC Live with Morgan August 31, 2023
What the heck is a mutual fund?
QC Live with Morgan August 17, 2023
What is a bond?
QC Live with Morgan July 27, 2023
How to make sense of all the people who call themselves “Financial Professionals”.
QC Live with Morgan July 13, 2023
Tune in to learn more about the downsides of debit card use.
QC Live with Morgan May 16, 2023
Join me as we continue the conversation about financial planning after a divorce in Part 2 of the series.
We are here for all of life’s transitions. Explore our services:
Contact Us
Our process puts your goals at the center. We offer personalized financial and insurance guidance with a fiduciary standard.












