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 Nov 01, 2021
Monday Nov 01, 2021
In this episode we explain what Roth conversions are and the different types (regular, back-door conversion, mega back-door conversion). Also, Tanner gives us his most beneficial planning technique when working with clients so don't miss that!
Tell a friend about the F Sharp Podcast! Please like, subscribe, and leave us a review! If you have any questions or suggestions please email Podcast@financiallysharp.com. Enjoy the episode!
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.