Best Interest Disclosure and Form CRS

Episodes

367
Aug. 24, 2026

Episode 367 - Don't Hire a Financial Advisor Until You Ask These 5 Questions

In this week’s episode of Built For Life Not Just Wealth, Ryan Burklo discusses the essential questions to ask when interviewing a financial advisor, emphasizing the importance of understanding their philosophy, process, and team to ensure a good fit and successful financial planning. He also encourages listeners to look beyond credentials and focus on whether the advisor’s approach aligns with their own goals, values, and communication style. That deeper alignment can make the relationship more...
366
Aug. 17, 2026

Episode 366 - The Biggest Companies Always Change. Why Don't Investors?

In today’s episode of Built For Life Not Just Wealth, Ryan Burklo discusses the unpredictability of markets and careers, emphasizing the importance of adaptable strategies over predictions. He highlights how historical shifts in top companies illustrate the futility of trying to predict winners and advocates for flexible, principle-based financial planning. By focusing on durable habits and a long-term framework, he shows how people can stay resilient even when the future looks uncertain. This a...
365
Aug. 10, 2026

Episode 365 - Is An Inheritance Helping Your Kid... Or Hurting Them?

In today’s episode of Built For Life Not Just Wealth, Ryan Burklo and Alex Collins discuss the importance of estate planning, passing down values, and how to align your estate plan with your family's goals. They explore how to create meaningful legacies beyond just financial inheritance, emphasizing the role of intentional communication in shaping a family’s future. The conversation also highlights why a well-designed estate plan should reflect not only what you want to leave behind, but also th...
364
Aug. 3, 2026

Episode 364 - 5 Risks of Concentrated Stock

In this week’s episode of Built For Life Not Just Wealth, Ryan Burklo discusses the five key risks of concentrated stock holdings and how high-income individuals can manage these risks to protect their financial future. Check out our website: https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanbu...
363
July 27, 2026

Episode 363 - 5 Meetings Every Family Should Have Every Year

In today’s episode of Built For Life Not Just Wealth, Ryan Burklo shares a framework of five essential family meetings that can help you align your financial and life goals, protect your family, and build a meaningful legacy. Drawing from real conversations with clients and his own family, he shows how these meetings foster honest communication, intentional planning, and stewardship—so your family can stay on the same page about vision, cash flow, protection, opportunities, and the values you wa...
362
July 20, 2026

Episode 362 - The Basics of Investing: From Philosophy to Practice

On today’s episode of Built For Life Not Just Wealth, Alex Collins as he delves into the essentials of investing, covering key topics such as portfolio construction, investment philosophy, risk management, and diversification strategies. This episode is ideal for anyone eager to establish a robust investment foundation and gain confidence in navigating the financial markets. Check out our website: https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@built...
361
July 13, 2026

Episode 361 - How Much Life Insurance Do I Need?

Join Ryan Burklo and Alex Collins as they delve into the crucial role life insurance plays in a well-rounded financial plan. Through an engaging and detailed case study, they highlight the significance of cash flow management, protection strategies, and strategic planning. This episode is designed to empower listeners with the knowledge needed to make informed decisions about their financial future, ensuring they are well-prepared for any eventuality. Check out our website: https://www.bui...
360
July 6, 2026

Episode 360 - Investing By Evidence, Not Emotions

In this week’s episode of Built For Life Not Just Wealth, Ryan Burklo delves into the intricacies of investing with a research-backed, academic approach. He emphasizes the importance of focusing on long-term factors, diversification, and thorough portfolio analysis. By exploring these key elements, Ryan provides insights into managing risks effectively and optimizing returns. His discussion offers valuable guidance for both novice and experienced investors looking to enhance their financial stra...
359
June 29, 2026

Episode 359 - Retirement Isn’t About Assets. It’s About Income

Ryan Burklo delves into the intricacies of retirement planning, emphasizing the importance of focusing on income streams rather than merely accumulating assets. He introduces an innovative Monte Carlo simulation designed to provide a more comprehensive assessment of retirement success. This tool helps individuals understand the probability of achieving their financial goals by simulating various market conditions. Additionally, Ryan shares practical strategies aimed at reducing the risk of failu...
358
June 22, 2026

Episode 358 - The Hidden Leak in Your Financial Life (And How to Fix It)

Ryan Burklo and Alex Collins delve into a groundbreaking cash flow system designed to transform the way individuals approach wealth building in today’s episode of Built For Life Not Just Wealth. This innovative system simplifies the process by automating both savings and spending, effectively eliminating the need for willpower. By aligning financial habits with long-term goals, it empowers users to achieve financial stability and growth effortlessly. Through insightful discussions, Ryan and Alex...
357
June 15, 2026

Episode 357 - The Marshmallow Test and Your Financial Life

Ryan Burklo delves into the essential elements of building wealth, emphasizing the importance of alignment, environment, and mindset. Through engaging personal stories and practical strategies, he illustrates how these factors can significantly shift your financial life. By aligning your goals with your values, creating a supportive environment, and cultivating a positive mindset, Ryan provides a comprehensive guide to transforming your financial journey. Check out our website: https://www...
356
June 8, 2026

Episode 356 - How To Buy Your Time Back

In this episode of Built For Life Not Just Wealth, Ryan Burklo delves into the art of reframing your financial plan to prioritize gaining control over your time and life. He emphasizes the importance of cash flow management, protective strategies, and creating optionality in your financial decisions. By implementing effective decision-making filters, Ryan guides listeners on how to align their financial goals with their personal values, ultimately leading to a more fulfilling and balanced life. ...
355
June 1, 2026

Episode 355 - Hidden Time Traps

In today’s episode of Built For Life Not Just Wealth, Ryan Burklo delves into the often-overlooked time traps that can subtly undermine your financial well-being and influence your life decisions. In this insightful episode, he explores the concepts of lifestyle creep, career drift, and the pitfalls of short-term decision-making. By shedding light on these common challenges, Ryan offers practical strategies and actionable insights to help you regain control over your financial future. Learn how ...
354
May 25, 2026

Episode 354 - The Risk No One Talks About: Time Risk

In this week’s episode of Built For Life Not Just Wealth, Ryan Burklo delves into the intriguing concept of time risk in the realm of wealth building. He emphasizes that financial decisions are, at their core, decisions about time. Throughout the discussion, Ryan explores strategies to optimize control over one's time, highlighting the importance of proactive rather than reactive decision-making. He provides insights into aligning financial choices with personal goals, ultimately guiding listene...
353
May 18, 2026

Episode 353 - The Millionaire's Paradox

In this episode of Built For Life Not Just Wealth, Ryan Burklo delves into the intriguing paradox of why many high-net-worth individuals often feel financially constrained despite their growing wealth. He examines societal trends and spending behaviors that contribute to this phenomenon, highlighting the psychological and cultural factors at play. Additionally, Ryan emphasizes the critical importance of defining personal financial goals to achieve true financial satisfaction and freedom. Through...
352
May 11, 2026

Episode 352 - Retirement Planning & Taxation: A Conversation with Bob Kievet

In this episode of Built For Life Not Just Wealth, Ryan Burklo interviews Bob Kievit, a seasoned retirement planning expert, to explore strategies for optimizing wealth, minimizing taxes, and ensuring a secure income stream in retirement. They discuss the importance of deliberate asset structuring, tax management, and strategic distribution to achieve financial independence. Check out our website: https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@built...
351
May 4, 2026

Episode 351 - Unmasking Banksy: Lessons for Financial Advisors

In this episode of Built For Life Not Just Wealth, hosts Ryan Burklo and Alex Collins delve into the critical role of personal connection and intimacy within the realm of financial advising. Drawing inspiration from the recent unmasking of the enigmatic street artist Banksy, they explore how these elements can transform the advisor-client relationship. By truly understanding and aligning with clients' core values and life experiences, financial advisors can craft more tailored and effective fina...
350
April 27, 2026

Episode 350 - Can I Retire?

In this episode of Built For Life Not Just Wealth, Ryan Burklo provides an insightful discussion on retirement readiness by examining a sample client's financial situation to determine their potential to retire within the next five years. Ryan delves into crucial financial metrics that are essential for evaluating retirement plans. He also highlights various risk factors that could impact financial stability and shares effective planning strategies. These elements are aimed at equipping listener...
349
April 20, 2026

Episode 349 - The Essentials of Financial Planning

In this episode of Built For Life Not Just Wealth, Ryan Burklo delves into the multifaceted framework of wealth, highlighting the importance of not just investments, but also the critical roles of income, purpose, and strategic planning. In this episode, listeners will discover how to effectively align their financial lives with their personal values and long-term goals. By understanding and implementing these principles, you can achieve lasting success and financial well-being. Ryan provides in...
348
April 13, 2026

Episode 348 - When the World Gets Loud, Go for a Walk

In this episode of Built For Life Not Just Wealth, Ryan Burklo delves into the pervasive impact of the modern world's relentless noise on various aspects of our lives, including mental health, relationships, and financial stability. He offers personal insights and experiences on how to navigate the challenges of information overload and social comparison. Additionally, Ryan emphasizes the importance of maintaining focus through intentional living and incorporating physical activity into daily ro...
April 6, 2026

Episode 347 - The 5 Tests to Determine if You're Actually Financially Successful

In this episode of Built For Life Not Just Wealth, Ryan Burklo presents five essential tests that serve as a comprehensive guide to evaluating your financial success. These tests focus on key areas such as control, protection, freedom, alignment, and liquidity. By understanding and applying these principles, you can effectively assess your financial health and ensure it aligns with your broader life goals. This approach not only helps in identifying areas of improvement but also empowers you to ...
March 30, 2026

Episode 346 - Who’s in the Room? The Invisible Guest Shaping Your Financial Decisions

In this episode of Built For Life Not Just Wealth, Ryan Burklo and Alex Collins explore the concept of the 'invisible guest' in decision-making, especially around finances, and how subconscious influences shape our financial behaviors. They discuss how to identify these influences, align your values, and create a financial plan that reflects your true desires. Check out our website: https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustw...
March 23, 2026

Episode 345 - The Quiet Scripts Running Your Life

In this episode of Built For Life Not Just Wealth, Ryan Burklo explores how unconscious language shapes our financial decisions and life outcomes. He emphasizes the importance of becoming aware of quiet scripts we tell ourselves, such as 'I don't have time' or 'It's not the right time,' and how these beliefs influence our behavior and future. Practical exercises and conscious awareness are key to transforming these scripts and living a more intentional life. Check out our website: https://...
March 16, 2026

Episode 344 - Beyond Wealth: Embracing Schopenhauer's Philosophy

In this episode of Built For Life, Not Just Wealth, Ryan Burklo delves into the application of Schopenhauer's philosophy to wealth-building and achieving a fulfilled life. He presents six actionable steps designed to transform your mindset: detach from the perpetual cycle of desires and concentrate on goals that truly matter. This approach not only aligns financial growth with personal values but also emphasizes the importance of intentional living and reducing unnecessary suffering. Check...