Episodes

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...

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.

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...

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...

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...

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...

In part two of the conversation on how to protect and for your wealth we discuss how to grow your balance sheet, grow it efficiently and have a blueprint. Enjoy your wealth. If you are controlling what you can control, you can enjoy your money. Think...

We want you to enjoy your life and enjoy the money that you make. How do you do this? There are several steps that you need to follow to make sure you are making good decisions. We will cover these steps over two podcasts. The first part is all about...

It’s bonus season and you suddenly find yourself with extra money. How do you spend it wisely, where do you invest it, how can you make a good decision to create financial balance? Ryan and Alex will help you think before you spend and simplify your...

Welcome to Beer and Money a financial fireside chat for tech professionals. We simplify your money so that you can enjoy your life.    This podcast is for informational purposes only and is not to be construed as tax, legal, or investment...