In this episode, Ryan Burklo and Alex Collins discuss the complexities of navigating stock market opinions and the futility of market timing. They emphasize the importance of a diversified investment strategy and the need for...
In this episode, Ryan Burklo discusses the complexities of taxes in retirement, challenging the common myth that individuals will be in a lower tax bracket after they retire. He emphasizes the importance of planning for tax i...
In this episode of Built For Life, Not Just Wealth, Ryan Burklo shares his personal journey of discovering that discipline was not the issue in his life, but rather a lack of alignment with his true desires and values. He emp...
In this episode of "Built For Life, Not Just Money," hosts Ryan Burklo and Alex Collins delve into the complexities of wealth management beyond mere financial metrics. They discuss how, for high net worth individuals, money t...
In this episode of "Built for Life Not Just Wealth," Ryan Burklo and Alex Collins discuss the importance of aligning financial planning with life events rather than just focusing on wealth accumulation. They emphasize how sig...
In this episode of Beer and Money, hosts Ryan Burklo and Alex Collins announce an exciting rebranding of their podcast to 'Built for Life, Not Just Wealth.' They reflect on the origins of the podcast, which began as a casual ...
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the challenges and strategies associated with over-concentrated stock positions, particularly in the context of tech companies and other large firms. The...
In this episode of Beer and Money, Ryan Burklo discusses the common misconception of financial progress, particularly among high earners who may feel stressed despite increasing net worth. He emphasizes the importance of buil...
In this episode of Beer and Money, Ryan Burklo discusses the complexities of financial planning, emphasizing the ever-changing nature of financial goals due to various life factors. He highlights the psychological barriers th...
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the significance of the holiday season as a time for reflection on family, values, and financial planning. They explore the emotional aspects of spending...
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the complexities of financial planning, emphasizing the importance of organization, prioritization, and clarity in achieving financial goals. They explor...
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the common pitfalls of linear financial planning, emphasizing the importance of understanding personal values and future aspirations. They advocate for a...
In this episode of Beer and Money, Alex Collins discusses how to find a financial advisor, what to look for in an advisor, and the key questions to ask during the selection process. He emphasizes the importance of understandi...
In this episode of Beer and Money, Ryan Burklo and Alex Collins reflect on the significance of Thanksgiving and the role of money in family life. They discuss the balance between financial success and enjoying the present, em...
In this episode, Ryan Burklo and Alex Collins discuss the intricacies of college planning, focusing on Ryan's personal experience with his daughter touring the University of Arizona. They explore various funding strategies fo...
In this episode of Beer and Money, Ryan Burklo discusses the essential rules and obligations associated with inheriting an IRA. He explains the importance of understanding required minimum distributions (RMDs), the tax implic...
In this episode of Beer and Money, Ryan Burklo discusses key takeaways from Morgan Housel's book, The Art of Spending Money. He emphasizes the importance of balancing spending and saving, minimizing future regrets, cherishing...
In this episode of Beer & Money, Ryan Burklo discusses the critical aspects of retirement planning, emphasizing the importance of understanding income risks and market volatility. He explores strategies for managing retiremen...
In this episode of Beer and Money, Ryan Burklo and Rob Bukacek delve into the intricacies of estate planning, focusing on a sample client with a $4 million estate. They discuss the importance of revocable living trusts, the a...
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the integration of private equity and alternative assets into 401k plans. They explore the performance of endowments, the nature of private equity and pr...
In this episode of Beer and Money, Ryan Burklo discusses tax loss harvesting, a strategy to reduce taxes by selling investments that have lost value. He explains the mechanics of tax loss harvesting, its benefits, and the imp...
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the recent interest rate cuts by the Federal Reserve, exploring the implications for savings accounts and debt financing. They emphasize the importance o...
In this episode of Beer and Money, Ryan Burklo discusses essential questions to ask when interviewing financial advisors. He emphasizes the importance of understanding personal goals and finding an advisor who aligns with tho...
In this episode of Beer and Money, Ryan Burklo discusses the contrast between small thinking and big thinking in financial planning. He emphasizes the importance of focusing on larger financial goals rather than getting caugh...