The Financially Sharp (F Sharp) Podcast

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May 2024

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About the show

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.

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60 recent

May 28, 2024Episode 6131 min

Episode #60 | Health Savings Accounts (HSAs)

Whether you're a young professional, just starting a family, or looking to optimize your savings, this episode is packed with insights to help you make the most of your HSA. In this episode of the Financially Sharp Podcast, we cover the pros & cons of HSAs and then give you real-life situations of when to use them to your benefit. HSAs are a fantastic tool for managing healthcare costs and saving for the future. With the right strategies, you can maximize your benefits and ensure financial peace of mind. #personalfinance #finance #HSA #healthsavingsaccount #financepodcast #CFP #certifiedfinancialplanner #healthsavingsaccount #savingmoney #youngprofessionals #familyfinance #taxbenefits #healthcaresavings #healthcare #retirementplanning

April 29, 2024Episode 6027 min

Episode #59 | Dividend Stocks - The Unsung Heroes of a Portfolio

#DividendStocks #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth

April 15, 2024Episode 5933 min

Episode #58 | Market Update (2024 Q1)

Market update! We are off and running to start 2024! The S&P 500 wrapped up a strong quarter with a gain of 10.2%, marking its strongest first quarter performance in five years. Four sectors notched double-digit gains. Led by energy (13.5%) The only sector that declined in the first quarter was real estate. Bankman-Fried convinced on all seven counts of fraud, conspiracy and money laundering. Sentenced to 25 years in prison and ordered to forfeit 11 billion. #MarketUpdate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth

February 26, 2024Episode 5834 min

Episode #57 | Small Business Retirement Options

In this episode, we explore the world of retirement plans for small businesses, breaking down the four main options available while explaining the nuances of each. Tanner starts with his least favorite option and finishes with his preferred option for business owners. #SEP #IRA #ProfitSharing #401k #SmallBusiness #Fiduciary #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth

February 25, 2024Episode 5754 min

Episode #56 | Who Are The Voices You Are Listening To?

In a society that constantly throws around the word "expert" and gives validation of the term solely based on number of followers, it is even more important to be vigilant in who you are taking advice from. In this episode we discuss what an expert really is, how to sift through all the noise, and things to watch out for when choosing what information to really listen to and believe. #BlockOutTheNoise #TrueExpert #Fiduciary #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth

January 29, 2024Episode 5622 min

Episode #55 | Books To Read in 2024

In this episode we discuss our favorite books we keep coming back to and look ahead to the books we have tabbed to read in 2024. This is more of just a financial literacy exercise and more about expanding your skillset and mindset and how it can translate to your personal finance. #BookReview #StartWithWhy #SimonSinek #AdamGrant #ThinkAgain #AtomicHabits #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth

January 29, 2024Episode 5524 min

Episode #54 | SEC Approves Bitcoin ETF

In a watershed moment for cryptocurrency, The Securities and Exchange Commission approved the first U.S. listed exchange traded funds (ETFs) to track bitcoin. Among the 11 approved applications were Fidelity, Invesco, Vance and BlackRock. #ETF #BitcoinETF #Bitcoin #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com

December 26, 2023Episode 5425 min

Episode #53 - Market Update (2023 Q4)

Market update! As we wrap up 2023, we discuss how the markets performed in 2023 as well as look forward into what could be on the horizon in 2024. #MarketUpdate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth

November 27, 2023Episode 5328 min

Episode #52 - What’s My Advisor’s Value to Me?

In this episode we discuss how to know what value you are getting from your financial advisor. This value goes beyond just investment performance to show you where you may be missing out. We go over the third party data showing what areas are most impactful to you as the client so you can analyze which financial advisor to be working with. #FinancialPlanning #AdvisorValue #Mindset #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth

October 30, 2023Episode 5236 min

Episode #51 | Millionaire Mindset

In this episode we discuss the "Millionaire Mindset" and what it takes to achieve this status. We simplify it into two buckets -- 1. Understanding the mindset and 2. Discipline & Financial Management. It's important to note that in this episode we talk about characteristics and habits of millionaires and how they approach life and not how to become a millionaire. #MillionaireMindset #Mindset #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth