Welcome to Beer & Money

Episodes

Jan. 24, 2021

Episode 80 - What are Your Financial Engines?

In this week's episode, Ryan and Alex discuss your financial engines. What is it that keeps your finances moving and what drives …

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Jan. 17, 2021

Episode 79 - What Should I Do with the Extra Money I Have?

In this week's podcast, Ryan and Alex discuss what you should do with extra money that you have this year, either due to not taki…

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Jan. 10, 2021

Episode 78 - What Generational Experience Do You Have with Money?

In this week's podcast, Ryan and Alex discuss how people have looked at money and debt throughout history. What generational expe…

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Jan. 3, 2021

Episode 77 - 3 Steps to Creating a Simple Financial Plan for 2021

Happy New Year! In this week's episode, Ryan and Alex discuss how to create a simple financial plan for this year. Have you thoug…

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Dec. 27, 2020

Episode 76 - What is the difference between the insurance world and t…

In this week's podcast, Ryan and Alex discuss the difference between the investment world and the insurance world. If you have an…

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Dec. 20, 2020

Episode 75 - What is your moment of wealth?

In this holiday episode, Alex and Ryan discuss their moments of wealth. We hope you and your family have a great holiday season! …

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Dec. 13, 2020

Episode 74 - How to add automation to your savings habits

In this episode, Ryan discusses how to add automation to your savings habits as you get paid each month. How to you add money to …

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Dec. 6, 2020

Episode 73 - Does your spending match your priorities?

Does your spending match your goals for your future or what you find important in life? In this week's podcast, Alex and Ryan dis…

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Nov. 29, 2020

Episode 72 - What is the difference between ETF's and Mutual Funds

In this podcast, Ryan and Alex discuss the difference between a mutual fund and an exchange traded fund or ETF. If you have any q…

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Nov. 22, 2020

Episode 71 - Happy Thanksgiving

We want to say THANK YOU for listening to our podcast this year. We are thankful for our listeners, our clients, our friends and …

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Nov. 15, 2020

Episode 70 - What is a Stock?

In last week's podcast, Alex and Ryan discussed what bonds were and why you have them in your portfolio. This week they cover sto…

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Nov. 8, 2020

Episode 69 - What is a Bond?

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 h…

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Nov. 1, 2020

Episode 68 - Promised Based vs Market Based Assets

In this week's podcast, Ryan and Alex discuss assets and which are promised based vs market based. Do you know the difference?  I…

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Oct. 25, 2020

Episode 67 - What investment decisions are you making emotionally?

In this week's podcast, Ryan and Alex discuss what investment decisions you are making and how or why you make them. Are you deci…

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Oct. 18, 2020

Episode 66 - What are you using to objectively measure where you stan…

In this week's podcast, Ryan and Alex discuss what you are using to measure where you stand financially. Do you know how much mon…

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Oct. 11, 2020

Episode 65 - What's in Your Portfolio?

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…

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Oct. 4, 2020

Episode 64 - What Drives the Return in Your Portfolio?

In this week's episode, Ryan and Alex continue their discussion on your portfolio by asking "What drives the return in your portf…

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Sept. 27, 2020

Episode 63 - What's the Difference Between the Market and the Economy

Do you know the difference between the stock market and the economy? In this week's podcast, Ryan and Alex discuss the difference…

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Sept. 20, 2020

Episode 62 - What are You Comparing Your Portfolio to?

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…

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Sept. 13, 2020

Episode 61 - Strategies for College Planning

In the third episode of the series on how to fund your child's college, Ryan and Alex discuss the Strategies for College Planning…

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Sept. 6, 2020

Episode 60 - Funding Vehicles for College Planning

In this second podcast of the series on College Planning, Ryan and Alex discuss different ways to pay for your child's college. I…

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Aug. 30, 2020

Episode 59 - 3 Things More Important Than a 529 Plan

Most people with children begin thinking about how to pay for college and start looking at a 529 Plan, but there are 3 other thin…

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Aug. 23, 2020

Episode 58 - Should I Refinance to Take Advantage of Low Rates?

Should you refinance with interest rates at an all time low? In this week's podcast, Ryan and Alex discuss this important topic. …

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Aug. 16, 2020

Episode 57 - Not all debt is bad debt

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…

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