The Financially Sharp (F Sharp) Podcast: Recent Episodes
The F Sharp Podcast
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.
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
DividendStocks #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
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
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
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
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
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
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
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
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
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
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
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
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.
- Take Time
- Review Your Financial Plan with an Expert
- Determine What Assets You are Set to Inherit
- Understand Tax Implications
- 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
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
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
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
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
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
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
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
What is generational wealth and why is it important? In this episode we talk about the steps and strategies to consider to provide financial security to future generations that allows them to pursue their dreams without worrying about their financial stability.
- Mindset + Education
- Figure out what you are good at
- Start early
- Control spending
- Invest in assets
- Model the wealthy
- Patience
- Educate the next generation
- Estate planning
- Live a healthy life
MarketUpdate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com
Facebook: @HarmoneyWealth
On Friday, March 10, 2023 the United States Government (FDIC) took control of Silicon Valley Bank after it collapsed amidst capital crisis. It marks the second largest bank failure in US history (Washington Mutual in 2008). What happened? Is this failure a cause for concern for investors and the financial markets? We breakdown the three main causes that led to the failure of Silicon Valley Bank.
SiliconValleyBank #SVB #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
The $1.7 trillion federal omnibus spending package that was recently passed by Congress has a provision that allows tax-free rollovers of up to $35,000 in 529 tuition savings plans to Roth individual retirement accounts starting in 2024.
529plan #EducationSavings #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
Market update! We chat about the end of 2022, what 2023 will bring us and how soon will we see the Fed rate hikes having an effect on the markets.
MarketUpdate #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
The United States just reached its debt limit and now the race is on for Congress to agree on how to raise it. In this episode, we discuss what the debt limit is, why we keep finding ourselves in this situation, and ramifications near and far from Congress’s continued behavior.
DebtCeiling #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
In our final episode of 2022, we discuss and give examples of common ways statistics are used to manipulate consumers in the financial industry. Our objective for this episode is to equip listeners to better detect when statistics are being used to paint a prettier picture than what reality actually shows. We want to wish you and your family a Merry Christmas, Happy New Year and we will see you in 2023!
Statistics #FinancialLiteracy #FTX #MarketPerformance #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
Are you saving 50% of your income? If your answer is yes then FIRE might be for you. F.I.R.E is a movement that is based on that principal — an aggressive savings/investment strategy that aims lower the retirement age into the 50s 40s and even the 30s. We breakdown the mechanics of this strategy and discuss what we really like about it.
FIRE # = (Annual Expenses / Safety Withdrawal Rate (4%)
FIRE #/Years to Retirement = Annual Savings/Investment Contributions Required
FIRE #FinancialIndependence #RetireEarly #Retirement #FinancialLiteracy #PersonalFinance #Finance #HarmoneyWealth #FinanciallySharp #FeeOnly
The crypto industry has been front and center in the headlines with the recent news of the fourth-largest crypto exchange FTX filing bankruptcy and Sam Bankman-Fried’s resignation. What lessons can be learned from this on-going saga, what potential regulations may come from it and does it affect the securities market? If you haven’t yet please press that follow button and give the f sharp podcast a 5-star rating! 🌟🌟🌟🌟🌟
FinancialLiteracy #FTX #MarketPerformance #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth
🔵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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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!
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!
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!
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!
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.
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!
In our introductory episode, we talk about why we created The F Sharp Podcast, our vision for it, who it's for, and why you should listen.
If you have any questions or suggestions please email Podcast@financiallysharp.com. Enjoy the episode!