Best Interest Disclosure and Form CRS

Episodes

Episode 121 - Producer vs Consumer
Nov. 21, 2021

Episode 121 - Producer vs Consumer

In this week's episode, Ryan and Alex discuss the difference between the producer and the consumer. Do you know who you are? The beer of the week is the Conifer IPA by the Valley House Brewing Co in Duvall, WA. If you would like to know more about...
Episode 120 - 3 Ways to Figure out Your Investment Philosophy
Nov. 14, 2021

Episode 120 - 3 Ways to Figure out Your Investment Philosophy

In this week's episode, Ryan and Alex discuss how to know what your investment philosophy is so that you can make better decisions about your finances.  The beer of the day is Samish Haze from Black Raven Brewing. If you would like to learn more...
Episode 18 - Joe McGrath Interview about Student Loans
Nov. 7, 2021

Episode 18 - Joe McGrath Interview about Student Loans

In this re-release of an earlier podcast, Alex Collins interview Joe McGrath about the importance of understanding student loans and the best ways to take out loans for college. If you have any questions for Alex or want to learn more about Quantified...
Episode 119 - Do You Know What is in Your Portfolio?
Oct. 31, 2021

Episode 119 - Do You Know What is in Your Portfolio?

In this week's episode, Ryan and Alex discuss the importance of understanding what is in our portfolio. Do you know what is in your portfolio?  The beer of the week is Sky Kraken by Fremont Brewing. If you would like to learn more about this...
Episode 118 - What is Whole Life Insurance?
Oct. 24, 2021

Episode 118 - What is Whole Life Insurance?

Have you ever heard of whole life insurance but did not know what that meant? In this week's podcast, Ryan and Alex do in depth on the definition of whole life insurance and discuss the different ways in which it can be used. The beer of the day is...
Episode 117 - Top 3 Financial Concepts to Learn
Oct. 17, 2021

Episode 117 - Top 3 Financial Concepts to Learn

In this week's episode, Ryan and Alex discuss the top 3 financial concepts that we need to learn in order to tackle our finances and be ready for retirement. The beer of the week is 20 Corners Brewing Company's Autonomous IPA. If you would like to...
Episode 116 - How Much Liquidity do You Really Need?
Oct. 10, 2021

Episode 116 - How Much Liquidity do You Really Need?

In this week's episode, Ryan and Alex are discussing liquidity. How much should you have, why should you have it and how you can start working towards having enough. The beer of the day is Serengeti Wheat from Mac and Jack's in Redmond, WA. If you...
Episode 115 - 3 Steps to Free Yourself from Budgeting
Oct. 3, 2021

Episode 115 - 3 Steps to Free Yourself from Budgeting

In this week's podcast, Ryan and Alex discuss how you can free yourself from having to budget every month by following 3 steps.  The beer of the day is Supplication from Russian River Brewing in California. If you would like to learn more about...
Episode 114 - Your Financial Mindset will Make or Break You
Sept. 26, 2021

Episode 114 - Your Financial Mindset will Make or Break You

In this week's episode of Beer and Money, Ryan and Alex discuss how your financial mindset and how you think about your money is the difference between failure and success. The beer of the day is Ayinger's Bräuweisse. If you would like to learn more...
Episode 113 - 4 Steps to Truly do a Financial Comparison
Sept. 19, 2021

Episode 113 - 4 Steps to Truly do a Financial Comparison

In this podcast episode, Ryan and Alex discuss the 4 steps you can take to do a financial comparison and see if you are on track with your financial goals.  The beer of the day is Port Townsend Brewing's Reel Amber. If you would like to learn...
Episode 50 - What's Your Financial Blueprint?
Sept. 12, 2021

Episode 50 - What's Your Financial Blueprint?

In this week's podcast, we re-release one of our most popular episodes, What is your financial blueprint. Ryan and Alex break down why and how you spend and save your money. If you have any questions about this podcast or want to learn more about...
Episode 112 - Will You Really be in a Lower Tax Bracket When You Retire?
Sept. 5, 2021

Episode 112 - Will You Really be in a Lower Tax Bracket When You Retire?

In this week's episode, Ryan and Alex discuss the tax bracket you think you might have in retirement and how you can determine the best way to prepare now. The beer of the day is the Hofbrau Original by Hofbrau Munchen. If you would like to learn more...
Episode 111 - What Type of Planning Are You Doing?
Aug. 29, 2021

Episode 111 - What Type of Planning Are You Doing?

In this week's podcast, Ryan and Alex discuss the different types of financial planning that most people turn to and why. The beer of the day is Newport Nights by Rogue Brewing. If you would like to learn more about this beer, visit their website If...
Episode 110 - What does it Take to Reach Your Target Wealth?
Aug. 22, 2021

Episode 110 - What does it Take to Reach Your Target Wealth?

In this week's episode, Ryan and Alex discuss what your target wealth is and how to achieve that number.  The beer of the day is Aggressively Relaxed by Everybody's Brewing in WA. If you would like to learn more about this beer, visit their...
Episode 109 - How Much Life Insurance do You Need?
Aug. 15, 2021

Episode 109 - How Much Life Insurance do You Need?

In this week's episode, Ryan and Alex discuss the importance of life insurance. How much life insurance do you and your family need? The beer of the week is Trippel from New Belgium Brewing in Fort Collins, CO. If you want to learn more about this...
Episode 108 - What 3 Financial Mistakes Have you Not Heard of?
Aug. 8, 2021

Episode 108 - What 3 Financial Mistakes Have you Not Heard of?

In this week's episode, Ryan and Alex discuss the top 3 financial mistakes that you have not heard of.  The beer of the day is the Tolt IPA from Valley House Brewery in Duvall, WA. If you would like to learn more about this beer or the brewery,...
Episode 107 - Why You Don't Really Hate Money
Aug. 1, 2021

Episode 107 - Why You Don't Really Hate Money

What is your relationship or emotional response to money? In this week's podcast, Ryan and Alex discuss why you don't really hate money. The beer of the week this week is Deschutes Brewery's Mirror Pond Pale Ale.  If you want to learn more...
Episode 106 - How to Create a Wealth Building Account
July 25, 2021

Episode 106 - How to Create a Wealth Building Account

What is a wealth building account and how do you use it? In this episode, Ryan and Alex break down what it is and why you should have one. Our beer of the day is Sol Cerveza from Molson Coors. You can learn more about this beer by visiting If you...
Episode 105 - Stop One Day'ing Yourself
July 18, 2021

Episode 105 - Stop One Day'ing Yourself

Do you ever say "one day I will do that?" about your health or finances? In this episode, Ryan and Alex will talk to you about how to stop saying "one day" and start saying "today." The beer of the day is the Bellwether from Breakside Brewing in...
Episode 104 - 3 Financial Things I Wish I Knew Earlier in My Career
July 11, 2021

Episode 104 - 3 Financial Things I Wish I Knew Earlier in My Career

In this week's episode, Ryan and Alex discuss three things they wish they had known earlier in their careers when it comes to financial lessons learned.  The beer of the week is Stone Dayfall Belgian White from Stone Brewing in California. You...
Episode 103 - Top 3 Concerns working with a financial advisor
July 5, 2021

Episode 103 - Top 3 Concerns working with a financial advisor

What is keeping you from working with a financial advisor? In this week's episode, Ryan and Alex tackle the top 3 concerns most people have. The beer of the day is the Hazy L IPA from Bale Breaker Brewing Company in Yakima, WA. If you want to learn...
Episode 102 - Your upbringing and experience determine your view of money
June 27, 2021

Episode 102 - Your upbringing and experience determine your view of money

In this week's episode, Ryan and Alex discuss the way you view money and how you came to those beliefs. It probably had to do with your upbringing and personal experience.  The beer of the day is Devotion by The Lost Abbey in California. You can...
Episode 101 - 3 Ways to Achieve Wealth
June 20, 2021

Episode 101 - 3 Ways to Achieve Wealth

Is your money helping you or hurting you? Do you know how to achieve wealth? In this week's podcast, Ryan and Alex discuss the 3 ways to achieve wealth. If you don't know what these are, this is an important episode for you. The beer of the day this...
Episode 100 - How is Social Security Taxed?
June 13, 2021

Episode 100 - How is Social Security Taxed?

In the 100th episode of the Beer and Money Podcast, Ryan and Alex giveaway free gift cards to the brewery of your choice. Make sure the listen to find out how you can win one of these gift cards. The beer of the day comes to us from Single Hill...