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Episodes

Episode 28 - How to talk to your kids about money
Jan. 26, 2020

Episode 28 - How to talk to your kids about money

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.
Episode 27 - Different Methods of College Planning
Jan. 19, 2020

Episode 27 - Different Methods of College Planning

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...
Episode 26 - What can you learn from the FIRE movement
Jan. 12, 2020

Episode 26 - What can you learn from the FIRE movement

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.
Episode 25 - Chatting with your spouse about money part 2
Jan. 5, 2020

Episode 25 - Chatting with your spouse about money part 2

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.
Episode 24 - Struggling to find time to talk about money with your spouse
Dec. 29, 2019

Episode 24 - Struggling to find time to talk about money with your spouse

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...
Episode 23 - Understanding home and auto insurance-Interview with Charles Lindberg
Dec. 22, 2019

Episode 23 - Understanding home and auto insurance-Interview with Charles Lindberg

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...
Episode 22- Do you have a will set up yet? Interview with Jenny Ling
Dec. 15, 2019

Episode 22- Do you have a will set up yet? Interview with Jenny Ling

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.
Episode 21 - Our top 4 tips to prevent holiday over-spending
Dec. 8, 2019

Episode 21 - Our top 4 tips to prevent holiday over-spending

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.
Episode 20 - The basics of life insurance
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Dec. 1, 2019

Episode 20 - The basics of life insurance

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.
Episode 019 - What does your group long term disability policy not cover
Nov. 24, 2019

Episode 019 - What does your group long term disability policy not cover

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...
Episode 18 - Student loan debt? Joe McGrath Interview
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Nov. 17, 2019

Episode 18 - Student loan debt? Joe McGrath Interview

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.
Episode 17 - Realities of Retirement Part 2
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Nov. 10, 2019

Episode 17 - Realities of Retirement Part 2

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.
Episode 16 - Realities of Retirement
Nov. 3, 2019

Episode 16 - Realities of Retirement

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...
Episode 015 - What is the difference between actual and average rate of return?
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Oct. 27, 2019

Episode 015 - What is the difference between actual and average rate of return?

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.
Episode 014 - What do we mean by cash-flow?
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Oct. 20, 2019

Episode 014 - What do we mean by cash-flow?

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...
Episode 013 - Should you overpay on your mortgage
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Oct. 13, 2019

Episode 013 - Should you overpay on your mortgage

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...
Episode 012 - Are your beneficiaries in order?
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Oct. 6, 2019

Episode 012 - Are your beneficiaries in order?

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...
Episode 011 - Top Five Financial Mistakes
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Sept. 29, 2019

Episode 011 - Top Five Financial Mistakes

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...
Episode 010- What's an Annuity
Sept. 22, 2019

Episode 010- What's an Annuity

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...
Episode 009 - Standard Deviations and Emotions
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Sept. 15, 2019

Episode 009 - Standard Deviations and Emotions

Today’s discussion is a continuation of the podcast last week discussing investment. This week we will have a deeper talk about investment discussing the standard deviation, we are going to put some numbers behind what we mean by risk units.
Episode 008- Introduction to Investing
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Sept. 8, 2019

Episode 008- Introduction to Investing

Today’s talk is about investments and more of intro to investments, talking about the fundamentals, talking about risk profiles, talking about just looking at asset classes and how to begin looking at investing in the market. It is an interesting...
Episode 007 - Savings Rate Vs Rate of Return
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Sept. 1, 2019

Episode 007 - Savings Rate Vs Rate of Return

In today’s episode, we are going to focus on what you can and cannot control and how to be efficient with your money. What happens if something goes wrong? What happens if the rate of return we assumed was wrong? What happens if taxes go up? What...
Episode 006 - When should you start to work with financial advisor?
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Aug. 25, 2019

Episode 006 - When should you start to work with financial advisor?

Life is happening now and like everything that you should do for yourself, including eating right and working out, you should be looking at your finances. As soon as you are ready to start making your finances a priority is when you should start...
Episode 005 - Buying a home? Refinancing? Nick Wilson Interview
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Aug. 18, 2019

Episode 005 - Buying a home? Refinancing? Nick Wilson Interview

Today's episode is going to be an interview with Nick Wilson, a local mortgage lender and advisor with an area of expertise around helping his clients with buying, refinancing, and getting mortgages. So we're going to do a holistic viewpoint of what...