The Financially Sharp (F Sharp) Podcast

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...

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 #Finance...

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 #Fi...

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 #CertifiedFin...

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 #Fi...

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 #...

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 #financial...

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.

1. Take Time 2. Review Your Financial Plan with an Expert 3. Determine What Assets You are Set to Inherit 4. Understand Tax Implications 5. Incorporation...

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 #...