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
Monday Mar 20, 2023
Monday Mar 20, 2023
What is generational wealth and why is it important? In this episode we talk about the steps and strategies to consider to provide financial security to future generations that allows them to pursue their dreams without worrying about their financial stability.
1. Mindset + Education
2. Figure out what you are good at
3. Start early
4. Control spending
5. Invest in assets
6. Model the wealthy
7. Patience
8. Educate the next generation
9. Estate planning
10. Live a healthy life
#MarketUpdate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
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