Episodes

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...

Do you know the difference between an actual and an average rate of return when it comes to your investments? In this week's episode, Ryan and Alex break it down for you, taking rather complex ideas and making them easier to understand.

In this week's episode, Ryan and Alex will be discussing cash flow, what is it and how can you protect it. Cash flow is basically the net input and output of your money. How do you take your cash flow and make the best use of it for your financial...

In this week’s podcast, Ryan and Alex will discuss paying over on your mortgage and why or why not this is a good idea for different people. They will talk about interest rates, your cash flow flexibility and how paying more at certain times makes...

Have you checked to make sure your beneficiaries are correct? One of the most important decisions you make when filling out your life insurance policy information is who your beneficiaries are but rarely do we look back to make sure that they are...

Today’s discussion revolves around the top five financial mistakes that Ryan and Alex encounter in their practice. Those five mistakes are: There is no plan Not considering taxation Not protecting your income fully Placing a bigger important on...

In today’s episode, we will be discussing annuities, what they are and what they do. We will also be explaining the five different versions of annuities; single premium immediate annuity, also known as a spear, a deferred income annuity, also known...