The Financially Sharp (F Sharp) Podcast
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The Financially Sharp (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™ profession...
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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 mak...
Episode #59 | Dividend Stocks - The Unsung Heroes of a Portfolio
#DividendStocks #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry
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...
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 nua...
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 imp...
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...
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...
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.
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...
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...
Episode #50 | Credit Scores...Just a Number?
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 num...
Episode #49 | Market Update (2023 Q3)
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 #Fi...
Episode #48 | Credit Card Mastery
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 vi...
Episode #47 | How to Correctly Inherit Money
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? Ta...
Episode #46 | You’ve Been Named Executor of an Estate...Now What?!
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...
Episode #45 | Market Update (2023 Q2)
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 pos...
Episode #44 | Mailbag!
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@financ...
Episode #43 | Roth Conversions Revisited
In today's episode, we revisit the key concept of Roth conversions and how they could be immensely beneficial to your situation.
#RothConversio...
Episode #42 | Real Estate Market Update (feat. Shawn Malkou)
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 mo...
Episode #41 | What is a ”Permabear” and Why You Should Avoid Them
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 ri...
Episode #40 | Market Update (2023 Q1)
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 pos...
Episode #39 | Building Generational Wealth
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...
(Emergency Podcast) Episode #38.5 | Silicon Valley Bank
On Friday, March 10, 2023 the United States Government (FDIC) took control of Silicon Valley Bank after it collapsed amidst capital crisis. It marks t...
Episode #38 | 529 Plans
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 $35,00...
Episode #37 | Market Update
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.
Episode #36 | Debt Ceiling
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 de...
Episode #32 | FTX Saga
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 Sa...
Episode #35 | Investing with Financial Tech Apps
Welcome to another year of the #FinanciallySharpPodcast! Several years ago I learned about a micro-investing platform called Acorns. Intrigued by its...
Episode #34 | Lying With Statistics
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 o...
Episode #33 | F.I.R.E (Financial Independence Retire Early)
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 aggres...
Episode #31 | Election Season -- Does The Market Care?
🔵Democrat or 🔴Republican? Does it even matter? Historically, how has the market reacted around election season and does the political party in contr...
Episode #30 | Social Security
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...
Episode #29 | Winning the Lottery!
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 y...
Episode #28 | Market Update (Quarter 3)
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 movi...
Episode #27 | Finding your Why? Revisited
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.
...
Episode #26 | Inflation Reduction Act
On August 16, 2022, President Joe Biden signed into law the Inflation Reduction Act. The bill entails provisions on climate change and energy investme...
Episode #25 | Guest: Shawn Malkou - Entrepreneur & Mortgage Expert
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 bas...
Episode #24 | Ranking our Top 8 Warren Buffett Quotes
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 fo...
Episode #23 | Student Loans
According to the Federal Reserve, outstanding student loan debt for American borrowers reached 1.7 trillion dollars as of March 2021. Doubling its pre...
Episode #22 | Market Update
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 pe...