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!

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!

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!&nbsp;

Episode #7 | Year-end Checklist

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.

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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.

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Episode #7 | Year-end Checklist

Episode #7 | Year-end Checklist