Best Interest Disclosure and Form CRS

Episodes

Dec. 27, 2023

Episode 230 - What Is Your Investment Philosophy?

Summary In this episode, Ryan Burklo and Alex Collins discuss investment philosophy and the different approaches to investing. They cover three main styles: active management, passive management, and structured management. They also touch on the...

Listen to the Episode
Dec. 18, 2023

Episode 229 - 5 Ways To Build Wealth And Maximize Life

In this episode, Ryan Burklo discusses five ways to build wealth and maximize life. He emphasizes the importance of spending money on items that truly matter, focusing on what can be controlled, protecting income and family's wealth, creating lasting...

Listen to the Episode
Dec. 11, 2023

Episode 228 - 3 Takeaways From Morgan Housel's New Book "Same As Ever"

In this episode, Ryan and Alex discuss 3 takeaways from Morgan Housel's new book Same As Ever.  The beer of the day is Farmhaze IPA from Remlinger Brewery. If you would like to learn more about this beer, please visit their website If you...

Listen to the Episode
Dec. 4, 2023

Episode 227 - What Would We Tell Our Moms To Ask If They Were Intervi…

In this episode, Ryan and Alex discuss the top five things they would tell their moms to ask if they were interviewing financial advisors. The beer of the day is Pitchfork IPA from Remlinger Brewery. If you would like to learn more about this beer,...

Listen to the Episode
Nov. 27, 2023

Episode 226 - What Your Competing Priorities Are Costing You?

In this episode, Ryan and Alex discuss what your competing priorities are costing you in your everyday life with your finances.  The beers of the day are Remlinger Brewery's Gary IPA and Fremont Brewing's Sky Kraken IPA. If you would like to...

Listen to the Episode
Nov. 20, 2023

Episode 225 - Given The State Of The World, How To Prepare Your Finan…

In this episode, Ryan and Alex discuss the state of the world and how you can prepare your finances to weather the storm. The beers of the day are Tolt IPA from Valley House Brewing and Lucille IPA from Georgetown Brewing. If you would like to learn...

Listen to the Episode
Nov. 13, 2023

Episode 224 - 3 Concerns To Address Now So You Are Ready For Retireme…

In this week's episode, Ryan and Alex discuss 3 concerns you should address now so you are prepared for retirement.  The beer of the day is a Pilsner from Fired Up Brewing in Colville, WA. If you would like to learn more about this beer, please...

Listen to the Episode
Nov. 6, 2023

Episode 223 - 3 Lessons On Money And Marriage

In this episode, Ryan and Alex discuss lessons on how to talk about money within your marriage.  The beers of the week are Flocktoberfest Lager from Black Raven Brewing and Sam Addams Octoberfest. To learn more about these beers, please visit...

Listen to the Episode
Oct. 30, 2023

Episode 222 - 3 Tax Steps You Should Consider Making In The Fourth Qu…

In this episode, Ryan and Alex discuss three things that you should consider making in the fourth year for your taxes.  The beer of the day is No Li IPA from No Li Brewery in Spokane, WA. If you would like to learn more about this beer, please...

Listen to the Episode
Oct. 23, 2023

Episode 221 - 3 Things To Discuss With Your Parents About Finances

In this episode, Ryan and Alex discuss how to talk to your parents about finances. The beers of the week are Avery Brewing's Rufus Corvus Sour Ale and Elysian Brewing's Dragonstooth Stout. If you would like to learn more about these beers, visit their...

Listen to the Episode
Oct. 16, 2023

Episode 220 - How To Use The Four Basic Building Blocks Of Retirement

In this episode, Ryan and Alex discuss the four basic building blocks of retirement funding.  The beer of the day is Flocktoberfest Lager from Black Raven Brewing. If you would like to learn more about this beer, please visit their website If...

Listen to the Episode
Oct. 9, 2023

Episode 219 - 5 Quotes From The Book The Psychology of Money That Str…

In this episode, Ryan discusses five more quotes from the book The Psychology of Money by Morgan Housel.  If you have any questions about Quantified Financial Partners, please visit us

Listen to the Episode
Oct. 2, 2023

Episode 218 - 5 Lessons From Live to 100: Secrets of the Blue Zones

In this episode, Ryan discusses the Netflix Docuseries, Live to 100: Secrets of the Blue Zones. If you would like to learn more about this show, click If you would like to learn more about Quantified Financial Partners, please visit our website

Listen to the Episode
Sept. 25, 2023

Episode 217 - Does A 20-Year-Old Need Estate Planning Documents?

In this episode, Ryan and Alex discuss if a 20 year old needs estate planning documents and why. The beers of the day are Fremont Brewing's Hustle Double IPA and Widmer Brothers Hefeweizen. To learn more about these beers, please visit their websites ...

Listen to the Episode
Sept. 18, 2023

Episode 216 - 5 Key Methods To Prepare for Retirement

In this episode, Alex discusses retirement planning and the various vehicles to help you get ready. The beer of the day is an amber ale from Fired Up Brewing in Colville, WA. If you would like to learn more about this beer, please visit their website ...

Listen to the Episode
Sept. 11, 2023

Episode 215 - A Comparison Between Whole Life Insurance And Bonds

In this episode, Ryan and Alex discuss the difference between whole life insurance and bonds and where to put your money. The beers of the day are Twilight Summer Ale by Deschutes Brewery and Juciy Haze by Voodoo Ranger. If you would like to learn...

Listen to the Episode
Sept. 5, 2023

Episode 214 - What Is Whole Life And Term Life Insurance?

In this episode, Ryan and Alex discuss what term life and whole life insurance are. The beer of the day is Mac and Jack's African Amber. If you would like to learn more about this beer, please visit their website If you would like to learn more about...

Listen to the Episode
Aug. 28, 2023

Episode 213 - What Are The Different Types Of Life Insurance?

In this episode, Ryan and Alex discuss different types of life insurance and what they do. The beers of the day are Huckleberry Pucker by Paradise Creek and Stash Panda by Hop Valley. If you would like to learn more about these beers, please visit...

Listen to the Episode
Aug. 21, 2023

Episode 212 - Whether Or Not You Should Pay Cash Or Get A Loan To Pay…

In this episode, Ryan and Alex discuss three factors to help determine whether you should pay cash or get a loan to purchase a car. The beer of the day is Devotion from Lost Abbey Brewing. To learn more about this beer, visit their website To learn...

Listen to the Episode
Aug. 14, 2023

Episode 211 - How To Be Financially Savvy For Your Family Without Com…

In this episode, Ryan and Alex discuss how to be financially savvy without compromising being a good parent. The beer of the day is Shocker Hazy IPA from Bale Breaker Brewery. If you would like to learn more about this beer, please visit their website...

Listen to the Episode
Aug. 7, 2023

Episode 210 - What Is An Under Utilized Account That You Need To Have?

In this episode, Ryan and Alex discuss underutilized accounts and how they can be important in your financial plan. The beers of the day are Lucille IPA from Georgetown and Stash Panda from Hop Valley. If you would like to learn more about these...

Listen to the Episode
July 31, 2023

Episode 209 - Are The Retirement Preparedness Articles Correct?

In this episode, Ryan and Alex are going to discuss retirement preparedness articles and whether or not they are correct for everyone.  The beer of the day is Juicy Pale Ale from 20 Corners Brewing in Woodinville, WA. If you would like to learn...

Listen to the Episode
July 25, 2023

Episode 208 - How Is Your Entire Balance Sheet Allocated?

In this episode, Ryan and Alex discuss how your balance sheet is allocated.  The beer of the day is Big Ballard IPA from Red Hook Brewery. If you would like to learn more about this beer please visit their website If you would like to learn more...

Listen to the Episode
July 17, 2023

Episode 207 - Alex Interviews Nick Domino

In this episode, Alex Collins interviews Nick Domino, an Investment Advisor at Park Avenue Securities. He and Alex discuss 401Ks. The beer of the day is 3 Fonteinen Belgian Beer. If you would like to learn more about this beer, please visit their...

Listen to the Episode