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 Aug 07, 2023
Monday Aug 07, 2023
You've been named executor or personal representative of an estate -- now what? What's the process? What are your first steps? It's a very complicated process but Tanner, a certified financial planner and estate planning expert walks us through step-by-step.
Questions or suggestions? Email Podcast@FinanciallySharp.com
Harmoney Wealth: https://www.harmoneywealthaz.com
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