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...
Do you know the difference between the stock market and the economy? In this week's podcast, Ryan and Alex discuss the difference and why you should pay attention to both but for different reasons. If you have any questions about this podcast or...
In this week's podcast, Ryan and Alex ask what you are comparing your portfolio against. Is it the S&P 500 Index or the Dow Jones Industrial? Do you know why you are invested in what you are currently invested in? If you have any questions...
In the third episode of the series on how to fund your child's college, Ryan and Alex discuss the Strategies for College Planning. If you have not listened to the other two episodes, go back and find those on our website You can also make an...
In this second podcast of the series on College Planning, Ryan and Alex discuss different ways to pay for your child's college. If you haven't thought about anything other than a 529, there are many ways you can pay with and without certain tax...
Most people with children begin thinking about how to pay for college and start looking at a 529 Plan, but there are 3 other things that you need to look at first. In this episode of Beer & Money, Ryan and Alex discuss the 3 items you need to take...
Should you refinance with interest rates at an all time low? In this week's podcast, Ryan and Alex discuss this important topic. If you have any questions about us or want to learn more, please visit our website at You can schedule an appointment...
In this week's podcast, Ryan and Alex discuss debt and how not all debt is bad debt. If you have any questions about this episode or want to get in touch with Alex or Ryan, please visit our website to make an appointment, answer the question of the...
During this pandemic, companies are looking to find ways to save money. One of the ways they have found is to temporarily suspend the 401K match for their employees. If this has happened to you, Ryan and Alex will walk you through what this means and...
Have you ever considered implementing a financial wellness program at your company or do you wish that your company offered one? In this week's podcast, Ryan and Alex discuss the positives for having a financial wellness program for employers and...
Have you ever considered hiring a financial advisor? Do you know why you should or should not? In this week's podcast, Ryan and Alex break down the reasons you should consider it or the reasons you should hold off. If you have any questions about this...
Are you thinking about whether or not you should invest in the stock market right now? In this week's podcast, Alex and Ryan discuss the 5 things you should take a look at before you do. If you have any questions about this podcast episode or want to...
This week's podcast covers a topic that many people are contemplating right now with the market in flux and unemployment so high. Ryan and Alex talk about people's fear about not being able to retire and what you can do about it today. If you have any...
In this week's podcast, Ryan and Alex discuss income protection. Do you know what income protection is? Do you know how much you need for your family? If you have any questions about this podcast or want to speak with Ryan or Alex, please visit our...
In this episode, Ryan and Alex discuss your financial blueprint. Do you have one? Would you know how to create your own? If you have questions about this episode or want to learn more about Beer & Money, please visit our website to learn more...
In this week's podcast, Ryan and Alex go back to discussing the basics of financial planning. Do you know what the basics are? Do you know how to plan your finances now and for retirement? If you would like to reach out to Alex or Ryan, to make...
In today's podcast, Ryan and Alex discuss having a financial quarterback. Most of us have at least one person in our life that talks to us about our finances. Who is this person in your life? Are they helping you realize your best financial...