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
May 28, 2024
31 min
#DividendStocks #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
Apr 29, 2024
27 min
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 #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
Apr 15, 2024
33 min
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 #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
Feb 26, 2024
34 min
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
Feb 25, 2024
54 min
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 #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
Jan 29, 2024
22 min
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 #FinanceIndustryWebsite: www.HarmoneyWealthAZ.com
Jan 29, 2024
24 min
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 #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
Dec 26, 2023
25 min
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 #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
Nov 27, 2023
28 min
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 #FinanceIndustryWebsite: www.HarmoneyWealthAZ.comFacebook: @HarmoneyWealth
Oct 30, 2023
36 min
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