Episodes

In today's episode, Ryan and Alex discuss the Rules of Investing. Even more important during a tumultuous time like now, sticking to these rules is vital for a healthy portfolio. If you would like to reach out to Alex or Ryan, want to schedule an...

In this week's podcast, we interview Ryan Harris, a former NFL player, who also graduated from Notre Dame with degrees in Economics and Policy and in Political Science. He discusses leadership, financial literacy, honesty and responsibility. You can...

In the final part of this four part series, Ryan and Alex discuss the ways in which you can create income in retirement. This podcast is good for anyone, whether you are close to retirement or years away. If you have any questions about this podcast,...

This is the third part of a four part series on ways to create income in retirement. In this episode, Ryan and Alex discuss the bucket method as one of those ways. If you have any questions about this podcast or if you want to contact Ryan or Alex,...

This is the second episode in the series How to create income in retirement. In this week's podcast, Ryan and Alex discuss amortization and annuitization as two methods of creating income after your working years. If you have questions about this...

Ryan and Alex are recording a series of podcasts on how you can create income in retirement. This is the first episode in the series and they will discuss the 4% method and the safe withdrawal rate. If you are nearing retirement or even if you are not...

In this week's episode, Ryan and Alex discuss Roth conversions and if you should or shouldn't consider doing this. They have become more popular with the tax changes, but they are not a good idea for everyone. If you have any questions about this...

As our parents age, it becomes more important that we understand their finances and their philosophy on money. In many cases, we, as their children, become the people who take care of them and their money as they get older. Having this conversation...

In this week's episode, Ryan and Alex discuss taxes but particularly taxes when you are retired. This important topic is one most people overlook until they are retired, but it is something you should think about now. How will your taxes affect your...

This is the second part in a two part episode where Ryan and Alex break down the top 7 financial mistakes many of their clients have told them they have made. If you haven't listened to episode 29 yet, go back and listen to that one first. This...

In this week's episode, Ryan and Alex talk about the 7 Biggest Financial Mistakes that most people make. They have also written a booklet on the subject, which you can find . This is the first of a two part podcast, so tune in next week to find out...

In today's episode, Ryan and Alex discuss how to talk to your kids about money. From an early age, it is important for your kids to know what money is and the smart ways to treat money. This taboo topic is not one that can be ignored.

This week's episode is important for anyone with kids looking to attend college. Ryan and Alex discuss different methods of college planning and how to pay for this every increasing cost of education. If you have kids, this episode is filled with good...

What is the FIRE movement? The acronym stands for Financial Independence Retire Early. In this week's episode, Ryan and Alex talk about the movement and help you find ways to achieve FIRE.

In the second part of last week's podcast, Ryan and Alex discuss chatting with your spouse about money. They give specific tips that will help any couple find ways to talk about a hard topic, your finances.

In this week's episode, Ryan and Alex discuss finding time in our busy lives to discuss finances with our spouses. This is a two part episode that gives you tips to make time to talk to our significant others about money, bills, and saving. This is...

In this week's episode, Alex interviews Charles Lindberg. Charles is the owner of a branch of Goosehead Insurance, located in Bellevue, WA. He is proud to be the first Goosehead Agency Owner in the state. He brings with him a wealth of experience...

Is your estate plan in order? In this week's episode, Ryan interviews Jenny Ling, an estate planning professional. They discuss the importance of having a plan in place for your finances, your children and your estate.

During the holiday season, many Americans tend to overspend. In this episode, Alex and Ryan discuss ways that you can prevent spending too much money and entering 2020 with less debt.

In this week's episode, Ryan and Alex talk about life insurance, the different types and the reasons you would want to look at each one.

In today's episode, Alex and Ryan discuss your group long term disability policy. What is it, what does it cover and what does it not cover? They will help you learn more about the product that helps protect your income, your greatest asset and make...

In this episode, Alex interviews Joe McGrath, Business Development Associate with Gradfin, a company that works with financial advisors to help their clients repay their student loans faster and be better educated about the college loan process.

In this week's podcast, Ryan and Alex continue their discussion on the realities of retirement. This is a two part episode, so make sure you listen to the previous episode before tuning into this one.

When you consider retirement, what are the questions you ask? At what age can I retire? What will I be able to afford when I retire? Will I have enough money to retire? In this week's episode, Ryan and Alex discuss the realities of retirement and what...