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 Oct 16, 2023
Monday Oct 16, 2023
Credit scores -- a useful standardized analysis of an individual's borrowing capacity or more of just a number? Do we put too much stock into this number? What makes up this number and should we be paying attention to it?
#CreditScore #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Monday Sep 25, 2023
Monday Sep 25, 2023
Market update! The start of 2023 was interesting to say the least but dare we say Q3 was boring!? Maybe no news is good news?
#MarketUpdate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Tuesday Sep 12, 2023
Tuesday Sep 12, 2023
Credit cards...the double edged sword. In this episode, we make sure you know how to master credit cards to use them for your benefit and not fall victim to their dark side.
Questions or suggestions? Email Podcast@FinanciallySharp.com
Harmoney Wealth: https://www.harmoneywealthaz.com
#certifiedfinancialplanner #feeonly #finance #Estateplanning #will #financialliteracy #harmoneywealth #personalfinance #financialadvisor #financialplanning #financial #inheritance #inheritingwealth #creditcards
Wednesday Aug 23, 2023
Wednesday Aug 23, 2023
Inheritance can come in many different forms other than cash. It can be a complicated process so how can you assure that you correctly go about it? Tanner, our Certified Financial Planner, gives us five things to work through to make sure you are correctly inheriting your assets.
1. Take Time
2. Review Your Financial Plan with an Expert
3. Determine What Assets You are Set to Inherit
4. Understand Tax Implications
5. Incorporation Into Your Financial Plan
Questions or suggestions? Email Podcast@FinanciallySharp.com
Harmoney Wealth: https://www.harmoneywealthaz.com
#certifiedfinancialplanner #feeonly #finance #Estateplanning #will #financialliteracy #harmoneywealth #personalfinance #financialadvisor #financialplanning #financial #inheritance #inheritingwealth
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
#certifiedfinancialplanner #feeonly #finance #Estateplanning #will #financialliteracy #harmoneywealth #personalfinance #financialadvisor #financialplanning #financial
Monday Jul 17, 2023
Monday Jul 17, 2023
Market update! The start of 2023 has been interesting to say the least! What have we learned since the SVB fallout? With more fed rate hikes is it possible a recession is looming? What global issues are causing volatility?
#MarketUpdate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Monday Jun 19, 2023
Monday Jun 19, 2023
We field your questions! In this episode we answer questions sent in by listeners. Do you have a question we didn't answer? Email us -- podcast@financiallysharp.com
#FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Monday Jun 05, 2023
Monday Jun 05, 2023
In today's episode, we revisit the key concept of Roth conversions and how they could be immensely beneficial to your situation.
#RothConversions #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Monday May 22, 2023
Monday May 22, 2023
Real Estate Market Update! We bring back Shawn Malkou, owner of X2 Mortgage, for another update on the real estate market and a few new changes to mortgage rules that could apply to you.
#RealEstate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Monday May 08, 2023
Monday May 08, 2023
Are you an optimist or pessimist? What is a Permabear and why are they convincing? If they forecast doom and gloom long enough they are bound to be right eventually but why do they continue to receive air-time from major platforms?
#Permabears #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth