Episodes

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...

In this week's podcast, Ryan and Alex discuss more about how to have a good life now and a better life later by planning financially. You can still have things that you want now by financially planning and set yourself up to have a good retirement. If...

In this episode, Ryan interviews Dave Kerpen, a best selling author of the book The Art of People: 11 Simple People Skills That Will Get You Everything You Want. He is also a keynote speaker, and the founder and Chairman of Likeable Local, an...

In this week's episode, Ryan and Alex discuss how to have a good life now and a better life later by working on your finances and understanding what is important. The question they answer is why don't people like to plan their finances. If you have...

In this week's podcast, Ryan and Alex continue their discussion on market volatility and having assets that are not affected by what is happening right now. This is part 2 of this discussion, so go back and listen to episode 43 if you have not...

In this week's episode, Ryan and Alex discuss assets that are not affected by volatility in the stock market. They pose the question, do you have these assets in your portfolio and talk about why you should. If you have any questions about this...

Nicolas Cole is an author, Top Writer on Quora, and the founder and Editor-In-Chief of Digital Press. His work has acquired over 30 million views online, and has been published in Time, Forbes, Fortune, Business Insider, CNBC, and more. He is best...

In this episode, Alex interviews Christopher Burgess. Christopher has served 30 years with the Central Intelligence Agency. He was also a senior security advisor with Cisco Systems and is the coauthor of the book Secrets Stolen, Fortunes Lost:...

In this episode, Ryan interviews Bennie Fowler, a former Michigan State wide reciever who has since gone on to play in the NFL for the Denver Broncos, Chicago Bears, New England Patriots, and New York Giants. In his book Silver Spoon: The Imperfect...

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.