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 07, 2022
Monday Nov 07, 2022
🔵Democrat or 🔴Republican? Does it even matter? Historically, how has the market reacted around election season and does the political party in control matter when it comes to market performance? We answer those questions in this episode as we head into the 2022 midterm elections. If you haven’t yet please press that follow button and give the f sharp podcast a 5-star rating! 🌟🌟🌟🌟🌟
#FinancialLiteracy #MidtermElections #MarketPerformance #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
Monday Oct 24, 2022
Monday Oct 24, 2022
What's My Age Again? In this episode we answer the most commonly asked questions regarding social security. Like what is my full retirement age? What if I need to take social security early? What if I want to delay taking social security? Answers to those questions and more are on the way.
#FinancialLiteracy #PersonalFinance #Finance #HarmoneyWealth #FinanciallySharp #FeeOnly #SocialSecurity
Monday Oct 10, 2022
Monday Oct 10, 2022
JACKPOT! We have won the lottery! Now what? Lump sum or annuity payments? Not so fast. Tanner believes in answering a very important question before you decide. We reveal the question and answer in this episode of the F sharp podcast.
#FinancialLiteracy #PersonalFinance #Finance #HarmoneyWealth #FinanciallySharp #FeeOnly #Powerball #MegaMillions #Lottery
Monday Sep 26, 2022
Monday Sep 26, 2022
Another 75 basis points? What has changed and what has not changed since our last market update in quarter two? We discuss our hopes and concerns moving forward as the Fed tries to curb rabid inflation. Recorded on Monday, September 26, 2022
#FinancialLiteracy #PersonalFinance #Finance #HarmoneyWealth #FinanciallySharp #FeeOnly #FederalReserve #MarketUpdate
Tuesday Sep 13, 2022
Tuesday Sep 13, 2022
A little over a year ago in episode 2, we discussed finding your "why?". We revisit this discussion and see if anything has changed since then.
#FinancialLiteracy #PersonalFinance #Finance #HarmoneyWealth #FinanciallySharp #FeeOnly
Monday Aug 29, 2022
Monday Aug 29, 2022
On August 16, 2022, President Joe Biden signed into law the Inflation Reduction Act. The bill entails provisions on climate change and energy investments, prescription drug price reform, affordable care act extensions, an infusion of cash to the IRS and the creation of a new corporate tax rates. But what impact if any will it have on inflation?
#FinancialLiteracy #InflationReductionAct #Finance #HarmoneyWealth #FinanciallySharp #FeeOnly
Monday Aug 15, 2022
Monday Aug 15, 2022
25 episodes in and we have our first guest appearance! Shawn Malkou is an entrepreneur and the founder and Managing Broker of the Chandler Arizona based wholesale mortgage lender X2 Mortgage. X2 morgtage is a firm that aims to provide a more modern mortgage experience that is more efficient and cost efficient. We talk with Shawn about the current state of the real estate market, where it might go in the coming months and he gives us a few tips and tricks as well.
We recorded this episode on August 2, 2022, so please make note of that due to a few time-sensitive pieces of information that we cover in this episode. Tanner and I are hopeful to feature more guests to the show in the future and we hope you enjoy listening to it as much as we did recording it.
#Mortgage #RealEstate #FinancialLiteracy #Finance #HarmoneyWealth #FinanciallySharp #FeeOnly
Monday Aug 01, 2022
Monday Aug 01, 2022
His day begins with a drive-thru stop at McDonalds for his regular order of a bacon egg and cheese biscuit -- a $3.17 cent breakfast, which he pays for with exact change, to enjoy on the way to his Omaha based office. I am of course talking about revered businessman, generous philanthropist, and one of the most successful investors in the world, Warren Buffett. Episode 24 is simply an episode ranking our favorite Warren Buffett quotes.
#WarrenBuffett #FinancialLiteracy #Finance #HarmoneyWealth #FinanciallySharp #FeeOnly
Monday Jul 18, 2022
Monday Jul 18, 2022
According to the Federal Reserve, outstanding student loan debt for American borrowers reached 1.7 trillion dollars as of March 2021. Doubling its previous balance in just a decade. Student loan debt is the now the second largest outstanding debt Americans hold passing auto loan debt and second only to mortgage loan debt. How did we get here and what are the underlying problems causing this figure to balloon so rapidly? What possible outcomes may come from the current administration as they look to address this issue. We discuss all this in episode 23.
#StudentLoans #FinancialLiteracy #Finance #HarmoneyWealth #FinanciallySharp #FeeOnly
Monday Jun 20, 2022
Monday Jun 20, 2022
On Wednesday June 15, 2022, The Federal Reserve approved the largest interest rate increase since 1994 – an increase of 75 basis points or point 75 percent. In this episode, Tanner gives us a market update and what this interest hike means for you and your situation.
If you haven’t yet please subscribe or give us a review. If you have a question or suggestion for a future episode we’d love to hear from you — shoot us a note at podcast@financiallysharp.com. Enjoy the episode!
#FinanciallySharp #FeeOnly #HarmoneyWealth #FinancialLiteracy #MarketUpdate #FederalReserve #InterestRateHike