Welcome to the F Sharp Podcast Presented by Harmoney Wealth PLLC - a podcast geared to educate you on all things financial. Co-hosts Tanner Bortnem and Adam Henning discuss various financial topics presented in a consumable and entertaining manner. Tanner is a CERTIFIED FINANCIAL PLANNER™ professional, JD and financial expert, while Adam is a marketing professional and small business owner. This podcast is for informational and entertainment purposes only, and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, tax financial, or other professional services. Investment Advisory Services are offered through Harmoney Wealth, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. If you have questions pertaining to your specific situation, please contact Harmoney Wealth at 602-935-5155 or HarmoneyWealthAZ.com.
Episodes
Tuesday May 28, 2024
Tuesday May 28, 2024
Whether you're a young professional, just starting a family, or looking to optimize your savings, this episode is packed with insights to help you make the most of your HSA. In this episode of the Financially Sharp Podcast, we cover the pros & cons of HSAs and then give you real-life situations of when to use them to your benefit. HSAs are a fantastic tool for managing healthcare costs and saving for the future. With the right strategies, you can maximize your benefits and ensure financial peace of mind.
#personalfinance #finance #HSA #healthsavingsaccount #financepodcast #CFP #certifiedfinancialplanner #healthsavingsaccount #savingmoney #youngprofessionals #familyfinance #taxbenefits #healthcaresavings #healthcare #retirementplanning
Monday Apr 29, 2024
Monday Apr 29, 2024
#DividendStocks #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Monday Apr 15, 2024
Monday Apr 15, 2024
Market update! We are off and running to start 2024! The S&P 500 wrapped up a strong quarter with a gain of 10.2%, marking its strongest first quarter performance in five years.
Four sectors notched double-digit gains. Led by energy (13.5%) The only sector that declined in the first quarter was real estate.
Bankman-Fried convinced on all seven counts of fraud, conspiracy and money laundering. Sentenced to 25 years in prison and ordered to forfeit 11 billion.
#MarketUpdate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Monday Feb 26, 2024
Monday Feb 26, 2024
In this episode, we explore the world of retirement plans for small businesses, breaking down the four main options available while explaining the nuances of each. Tanner starts with his least favorite option and finishes with his preferred option for business owners.
#SEP #IRA #ProfitSharing #401k #SmallBusiness #Fiduciary #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Sunday Feb 25, 2024
Sunday Feb 25, 2024
In a society that constantly throws around the word "expert" and gives validation of the term solely based on number of followers, it is even more important to be vigilant in who you are taking advice from. In this episode we discuss what an expert really is, how to sift through all the noise, and things to watch out for when choosing what information to really listen to and believe.
#BlockOutTheNoise #TrueExpert #Fiduciary #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth
Monday Jan 29, 2024
Monday Jan 29, 2024
In this episode we discuss our favorite books we keep coming back to and look ahead to the books we have tabbed to read in 2024. This is more of just a financial literacy exercise and more about expanding your skillset and mindset and how it can translate to your personal finance.
#BookReview #StartWithWhy #SimonSinek #AdamGrant #ThinkAgain #AtomicHabits #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Monday Jan 29, 2024
Monday Jan 29, 2024
In a watershed moment for cryptocurrency, The Securities and Exchange Commission approved the first U.S. listed exchange traded funds (ETFs) to track bitcoin. Among the 11 approved applications were Fidelity, Invesco, Vance and BlackRock.
#ETF #BitcoinETF #Bitcoin #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Tuesday Dec 26, 2023
Tuesday Dec 26, 2023
Market update! As we wrap up 2023, we discuss how the markets performed in 2023 as well as look forward into what could be on the horizon in 2024.
#MarketUpdate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Monday Nov 27, 2023
Monday Nov 27, 2023
In this episode we discuss how to know what value you are getting from your financial advisor. This value goes beyond just investment performance to show you where you may be missing out. We go over the third party data showing what areas are most impactful to you as the client so you can analyze which financial advisor to be working with.
#FinancialPlanning #AdvisorValue #Mindset #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Monday Oct 30, 2023
Monday Oct 30, 2023
In this episode we discuss the "Millionaire Mindset" and what it takes to achieve this status. We simplify it into two buckets -- 1. Understanding the mindset and 2. Discipline & Financial Management. It's important to note that in this episode we talk about characteristics and habits of millionaires and how they approach life and not how to become a millionaire.
#MillionaireMindset #Mindset #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth