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 Jan 31, 2022
Monday Jan 31, 2022
Stocks, bonds, mutual funds and ETFs. We break this episode into two parts — stocks & bonds and mutual funds and ETFs. Tanner breaks down each and gives you pros and cons to be aware of.
If you haven’t yet please subscribe or give us a review. If you’re listening on Spotify give us a 5-star review — it helps us out! 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 03, 2022
Monday Jan 03, 2022
Happy New Year! In the first episode of 2022 we discuss cryptocurrency -- what is it and should it be apart of 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!
#FinancialLiteracy
Monday Dec 20, 2021
Monday Dec 20, 2021
Merry Christmas and Happy Holidays! In the final episode of 2021 we discuss inflation -- the Grinch of finance!
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!
#Financial Literacy
Saturday Dec 11, 2021
Saturday Dec 11, 2021
In this episode we discuss volatility, What is it? What causes it? What to do to keep yourself on track when it happens?
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!
#Financial Literacy
Monday Nov 29, 2021
Monday Nov 29, 2021
Happy Thanksgiving! Welcome to episode #7! As the end of 2021 comes to a close, we give you a checklist to review before the calendar flips.
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!
Tuesday Nov 16, 2021
Tuesday Nov 16, 2021
Welcome to episode 6 of the F Sharp Podcast presented by Harmoney Wealth. In this episode we talk about the building blocks of personal finance. We discuss good debts vs bad debts, emergency funds and Tanner gives us some tips and general rules of thumb to help you build out a successful 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!
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!
Monday Oct 25, 2021
Monday Oct 25, 2021
In this episode we provide you an overview of the many types of accounts. Retirement vs Non-Retirement, Individual vs Employer and the tax benefits of each.
Please like, subscribe, tell a friend and leave us a review! If you have any questions or suggestions please email Podcast@financiallysharp.com. Enjoy the episode!
Friday Oct 15, 2021
Friday Oct 15, 2021
In this episode, Tanner outlines the 5 things to look for when seeking a Financial Advisor. What questions should you ask? What research can you do before the first meeting? We cover all these questions and give you the tools needed to find a Financial Advisor that works best for you and your situation.
Tuesday Sep 28, 2021
Tuesday Sep 28, 2021
In our second episode, we talk about finding your "Why". What does finding your "Why" mean? What is our "Why"? This episode feeds off our introductory episode as we helps listeners get to know us on a more personal level and the values that drive our "Whys". Please like, comment, share and subscribe!
If you have any questions or suggestions please email Podcast@financiallysharp.com. Enjoy the episode!