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 May 30, 2022
Monday May 30, 2022
Episode 21 covers one of the six pillars of financial planning -- #LifeInsurance. Why is it a pillar? What is it? What does it cover and who is it for?
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 #LifeInsurance #FeeOnly #HarmoneyWealth
Thursday May 12, 2022
Thursday May 12, 2022
Are you looking to sell off your investments and cash out? You may want to think again! We tell you why it pays for you to stay invested.
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 #RiskTolerance #FeeOnly #HarmoneyWealth
Monday May 09, 2022
Monday May 09, 2022
In today's episode, Adam and Tanner discuss what risk tolerance is, how you figure out your own risk tolerance, and why it is so important to your financial plan.
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 #RiskTolerance #FeeOnly #HarmoneyWealth
Monday Apr 25, 2022
Monday Apr 25, 2022
Annuities...the good, the bad, and the ugly. We pull back the curtain to show you how annuities work, what to watch out for, and why Tanner says "Buyer Beware."
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!
#FinancialLiteracy #Annuities
Monday Apr 11, 2022
Monday Apr 11, 2022
What options for Real Estate Investments are there besides the traditional forms? In this episode we discuss REITs and Real Estate ETFs to consider for your portfolio.
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!
#FinancialLiteracy #RealEstateInvestments #RealEstate
Monday Mar 28, 2022
Monday Mar 28, 2022
This episode is your guide to Estate Planning. Tanner breaks down every facet that goes into the process and what it actually looks like. What if I don't have a will or estate plan? What questions do I ask? How often should I review my Estate Plan?
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!
#FinancialLiteracy #Will #EstatePlanning
Monday Mar 14, 2022
Monday Mar 14, 2022
Compounding is a basic financial concept that you may be aware of, but are you taking advantage of it? In this episode, Tanner and Adam talk about the best way to take advantage of compound interest and make your money work harder for you.
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!
#FinancialLiteracy #8thWonderoftheWorld #CompoundInterest
Monday Feb 28, 2022
Wednesday Feb 16, 2022
Wednesday Feb 16, 2022
With tens of thousands of mutual funds and ETFs available, how do you know which ones are right for you? Tanner gives you the inside scoop on index, active managed, and smart beta funds with pros and cons of each so you can decide for yourself.
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!
#FinancialLiteracy
Monday Jan 31, 2022
Monday Jan 31, 2022
Day trading should NOT be your focus! Why? We give you the reasons why and what you should be doing instead.
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!
#FinancialLiteracy