Episode 21 covers one of the six pillars of financial planning -- #LifeInsurance. Why is it a pillar? What is it? What does it cover and who is it for? 

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 [email protected]. Enjoy the episode! 

#FinanciallySharp #LifeInsurance #FeeOnly #HarmoneyWealth

Are you looking to sell off your investments and cash out? You may want to think again! We tell you why it pays for you to stay invested. 

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 [email protected]. Enjoy the episode! 

#FinanciallySharp #RiskTolerance #FeeOnly #HarmoneyWealth

In today's episode, Adam and Tanner discuss what risk tolerance is, how you figure out your own risk tolerance, and why it is so important to your financial plan.  

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 [email protected]. Enjoy the episode! 

#FinanciallySharp #RiskTolerance #FeeOnly #HarmoneyWealth

Annuities...the good, the bad, and the ugly. We pull back the curtain to show you how annuities work, what to watch out for, and why Tanner says "Buyer Beware."

#FinancialLiteracy #Annuities

What options for Real Estate Investments are there besides the traditional forms? In this episode we discuss REITs and Real Estate ETFs to consider for your portfolio.

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 [email protected]. Enjoy the episode! 

#FinancialLiteracy #RealEstateInvestments #RealEstate

This episode is your guide to Estate Planning. Tanner breaks down every facet that goes into the process and what it actually looks like. What if I don't have a will or estate plan? What questions do I ask? How often should I review my Estate Plan?

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 [email protected]. Enjoy the episode! 

#FinancialLiteracy #Will #EstatePlanning

Compounding is a basic financial concept that you may be aware of, but are you taking advantage of it?  In this episode, Tanner and Adam talk about the best way to take advantage of compound interest and make your money work harder for you.

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 [email protected]. Enjoy the episode! 

#FinancialLiteracy #8thWonderoftheWorld #CompoundInterest

With tens of thousands of mutual funds and ETFs available, how do you know which ones are right for you? Tanner gives you the inside scoop on index, active managed, and smart beta funds with pros and cons of each so you can decide for yourself.

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 [email protected]. Enjoy the episode! 

#FinancialLiteracy

Day trading should NOT be your focus! Why? We give you the reasons why and what you should be doing instead.

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 [email protected]. Enjoy the episode! 

#FinancialLiteracy