Episode #57 | Small Business Retirement Options

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

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

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

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 [http://www.HarmoneyWealthAZ.com] Facebook: @HarmoneyWealth

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 [http://www.HarmoneyWealthAZ.com] Facebook: @HarmoneyWealth

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 [https://www.youtube.com/hashtag/blockoutthenoise] #TrueExpert [https://www.youtube.com/hashtag/trueexpert] #Fiduciary [https://www.youtube.com/hashtag/fiduciary] #FinancialLiteracy [https://www.youtube.com/hashtag/financialliteracy] #HarmoneyWealth [https://www.youtube.com/hashtag/harmoneywealth] #FeeOnly [https://www.youtube.com/hashtag/feeonly] #FinancialAdvisor [https://www.youtube.com/hashtag/financialadvisor] #CertifiedFinancialPlanner [https://www.youtube.com/hashtag/certifiedfinancialplanner] #Finance [https://www.youtube.com/hashtag/finance] #FinanceIndustry [https://www.youtube.com/hashtag/financeindustry]   Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth