Episodes

In this week's episode, Ryan and Alex discuss retirement funding, how you set up your money, whether it is correlated to the stock market and how you diversify to cover yourself if the market has a course correction. If you have any questions about...

As tax season approaches, it is a good time to look at your finances to determine how you are setting yourself up for this year and future tax years. Do you know how your money is taxed?  If you have questions for Ryan or Alex or want to schedule...

What are the 5 key differences between your working years and your retirement years when it comes to your finances? Are you nearing retirement or thinking about what changes you need to make now to be prepared?  If you have any questions about...

In this week's podcast, Ryan and Alex discuss where to put your money that you are saving for retirement. If you have questions about this or would like to reach out and talk to Ryan or Alex, visit our website .

Did you take out a loan from your 401K in 2020? In this week's episode, Ryan and Alex discuss the implications. If you would like to register for our webinar, the 4 Steps to Financial Success, click You can also visit our website, or you can email...

In this week's episode of Beer & Money, Ryan and Alex discuss how to know if your money is working hard for you. Where are you putting your money and is it growing? If you don't know if your money is working for you, this podcast is for you. ...

In this week's episode, Ryan breaks down what is actually going on with Game Stop without the opinions. Do you know what a short sell squeeze is? Listen to this podcast to hear a great description of what actually happened. If you have any questions...

In this week's episode, Ryan and Alex discuss your financial engines. What is it that keeps your finances moving and what drives you when it comes to your money?  If you have any questions about this week's podcast, please visit our website at ...

In this week's podcast, Ryan and Alex discuss what you should do with extra money that you have this year, either due to not taking that vacation or buying things you would normally buy but didn't. Should you spend it or save it or put it towards...

In this week's podcast, Ryan and Alex discuss how people have looked at money and debt throughout history. What generational experience do you have with money and how have you talked about money with your parents and children? If you have any...

Happy New Year! In this week's episode, Ryan and Alex discuss how to create a simple financial plan for this year. Have you thought about your finances and how to improve them in 2021?  If you have any questions about this podcast or want to...

In this week's podcast, Ryan and Alex discuss the difference between the investment world and the insurance world. If you have any questions about this podcast or would like to reach out to Alex or Ryan to schedule and appointment, please visit our...

In this holiday episode, Alex and Ryan discuss their moments of wealth. We hope you and your family have a great holiday season! If you have any questions about this podcast or want to reach out to Alex or Ryan to schedule an appointment. Please visit...

In this episode, Ryan discusses how to add automation to your savings habits as you get paid each month. How to you add money to your savings accounts? If you have any questions or would like to reach out to Alex or Ryan to schedule an appointment,...

Does your spending match your goals for your future or what you find important in life? In this week's podcast, Alex and Ryan discuss what your priorities are and if the way you spend money matches those priorities.  If you have questions about...

In this podcast, Ryan and Alex discuss the difference between a mutual fund and an exchange traded fund or ETF. If you have any questions about this podcast or want to reach out to Alex or Ryan to schedule an appointment, please visit our website...

We want to say THANK YOU for listening to our podcast this year. We are thankful for our listeners, our clients, our friends and family and this episode is to let you all know how much.  If you have any questions or want to reach out to us,...

In last week's podcast, Alex and Ryan discussed what bonds were and why you have them in your portfolio. This week they cover stocks, what they are, why you own them and how they enhance your portfolio.  If you have any questions about this...

Do you know what a bond is? Do you have them in your portfolio or hear people talk about them and are not sure what they are or how they work? In this week's podcast, Ryan and Alex break down what a bond is and why people add them to their investment...

In this week's podcast, Ryan and Alex discuss assets and which are promised based vs market based. Do you know the difference?  If you have any questions about this episode or want to reach out to Alex or Ryan and schedule an appointment, please...

In this week's podcast, Ryan and Alex discuss what investment decisions you are making and how or why you make them. Are you deciding where to put your money based on sound rational or are these emotional decisions?  If you have any questions for...

In this week's podcast, Ryan and Alex discuss what you are using to measure where you stand financially. Do you know how much money you are saving? Do you know why you are putting your money where?  If you have any questions about this podcast or...

In this week's podcast, Ryan and Alex discuss what is your portfolio, how stocks rise and decline in price and why you are making those choices. If you have any questions about this podcast or would like to learn more about us, please visit our...

In this week's episode, Ryan and Alex continue their discussion on your portfolio by asking "What drives the return in your portfolio?" This is the third episode in this series, so go back and listen to the last two if you haven't yet.  If you...