Best Interest Disclosure and Form CRS

Episodes

Feb. 21, 2023

Episode 186 - Do You Have A Wealth Building Account?

In this week's episode, Ryan and Alex discuss what a wealth building account is whether or not you have one. The beer of the day is Anti-Session from Dru Bru. If you would like to learn more about this beer, please visit their website If you would...

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Feb. 13, 2023

Episode 185 - Spreadsheet Math VS Real Life Math

In this episode, Ryan and Alex discuss the difference between spreadsheet math and real world math.  The beer of the day is Pecan Pie Porter from Backwoods Brewing in Carson, WA. If you would like to learn more about this beer, please visit their...

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Feb. 6, 2023

Episode 184 - Are Traditional Retirement Plans All There Is In Retire…

In this episode of Beer and Money, Ryan and Alex discuss retirement plans and if traditional plans are all there is. The beer of the day is Hazy in the Gorge from Backwoods Brewing  Company. If you would like to learn more about this beer, please...

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Jan. 30, 2023

Episode 183 - 3 Examples of How Personal Experiences with Money May N…

In this week's episode, Ryan and Alex discuss three examples of how personal experiences with money may not reflect how the real world works. The beer of the day is Dragon's Milk Stout from New Holland Brewing. If you would like to learn more about...

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Jan. 23, 2023

Episode 182 - 3 Changes For Your Finances To Consider Under the New S…

In this episode, Ryan and Alex discuss three changes to consider for your finances under the new Secure 2.0 Act. The beer of the day is Nature Calls IPA from 10 Barrel Brewing. If you would like to learn more about this beer, please visit their...

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Jan. 16, 2023

Episode 181 - 7 Financial Steps To Take For The New Year

In this episode, Ryan and Alex discuss the 7 financial steps you should take in 2023. The beer of the day is Storm Surge Hazy IPA from Redhook Brewery in Ballard, WA. If you would like to learn more about this beer, please visit their website If you...

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Jan. 9, 2023

Episode 180 - Top 3 Wants Retirees Wish They Had Before Retiring

In this episode, Ryan and Alex talk about the top three things that retirees have now that they wish they had before retiring. The beer of the day is Drop Top Amber Ale by Widmer Brothers Brewing. If you would like to learn more about this beer,...

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Jan. 3, 2023

Episode 179 - The Top 3 Benefits of a Taxable Brokerage Account

In this episode, Ryan and Alex discuss the top three benefits of using a taxable brokerage account in your portfolio. The beer of the day is Cozy Sweater by Iron Horse Brewery. If you would like to learn more about this beer, please visit their...

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Dec. 26, 2022

Episode 178 - What is Psychological Distancing?

In this episode, Ryan and Alex discuss a theory called psychological distancing and how we use it to plan for our financial future. The beer of the day is Alpenhaze IPA from Icicle Brewing Leavenworth, WA. If you would like to learn more about this...

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Dec. 19, 2022

Episode 177 - 5 Money Takeaways from the Movie Rocky

In this week's episode, Ryan and Alex discuss five money takeaways from the movie Rocky. The beer of the day is Northwestie from Haywire Brewing in Snohomish, WA. If you would like to learn more about their beer, please visit our website If you would...

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Dec. 12, 2022

Episode 176 - 3 Tips for Holiday Spending

In this episode, Ryan and Alex discuss three tips to help you keep your holiday spending under control. The beer of the day is 10 Barrel Brewing's Paddle Captain IPA. If you would like to learn more about this beer, please visit their website If you...

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Dec. 5, 2022

Episode 175 - 3 Money Lessons from the Movie Dumb and Dumber

In this episode, Ryan and Alex discuss three financial lessons you can learn from the movie Dumb and Dumber. The beer of the day is Citra IPA from 20 Corners Brewing in Woodinville, WA. If you would like to learn more about their beer, please visit...

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Nov. 28, 2022

Episode 174 - 3 Financial Concepts We Are Thankful For

In this episode, Ryan and Alex discuss three financial concepts that they have learned over the years that they are thankful for and want to share with you. The beer of the day is the Festivus Ale from Black Raven Brewing. If you would like to learn...

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Nov. 15, 2022

Episode 173 - 2023 Retirement Plan Contribution Limits and What to Co…

In this episode, Ryan discusses the new retirement account contributions that will go into effect in 2023. Have you heard about the new limits? If you would like to learn more about Quantified Financial Partners, please visit our website  ...

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Nov. 14, 2022

Episode 172 - 3 Ways to Get on the Same Page with Your Spouse

In this episode, Ryan discusses how to get on the same page with your spouse when it comes to finances. If you would like to learn more about Quantified Financial Partners, please visit our website

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Nov. 7, 2022

Episode 171 - Tactics without a Strategy. How to Determine if You are…

In this episode, Ryan and Alex discuss strategies vs tactics. They specifically talk into whether or not you have tactics in your financial planning with strategy or without. The beer of the day is Autonomous IPA from 20 Corners Brewing Co. in...

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Oct. 31, 2022

Episode 170 - Are You Working with an Investment Manager or a Financi…

In this episode, Ryan and Alex discuss the difference between an investment manager and a financial planner.  The beer of the day is Snailbones IPA from Elysian Brewing in Washington state. If you would like to learn more about this beer, visit...

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Oct. 24, 2022

Episode 169 - 4 Kinds of Luck for Building Wealth

In this episode, Ryan and Alex discuss four kinds of luck that can help you build wealth. The beer of the day is Stone Hazy IPA from Stone Brewing in California. If you would like to learn more about their beer, please visit their website If You...

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Oct. 18, 2022

Episode 168 - Cashflow Can Make You Feel Wealthier Than You Actually …

In this episode, Ryan and Alex discuss cash flow and how it can make you feel wealthier than you actually are.  The beer of the day is the Oktoberfest Lager from Silver City Brewing in Bremerton, WA. If you would like to learn more about this...

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Oct. 10, 2022

Episode 167 - What is Going on with Interest Rates?

In this episode, Alex discusses interest rates and what is going on with the current market. The beer of the day is Enchantments Hazy IPA from Icicle Brewing in Leavenworth, WA. If you would like to learn more about this beer, please visit their...

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Oct. 3, 2022

Episode 166 - 4 Financial Topics Wealthy People Understand and Use

In this episode, Ryan and Alex discuss four financial topics that wealthy people use and understand better than most people and how it helps their balance sheets. The beer of the day is Threadhead Hazy IPA from Faded Flannel Brewing in Eugene, OR. If...

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Sept. 26, 2022

Episode 165 - What is Unrealized vs Realized Loss?

In this week's episode, Ryan and Alex discuss what realized vs unrealized loss is and how it affects your portfolio. The beer of the day is Witbier from Black Raven Brewing. If you would like to learn more about this beer, please visit their website ...

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Sept. 19, 2022

Episode 164 - How do Good Financial Habits Help Unlock other Personal…

In this episode, Ryan and Alex discuss how creating good financial habits help your children in other areas of their development. The beer of the day is Sudo Hazy IPA from Bellevue Brewing Company in Washington. If you would like to learn more about...

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Sept. 12, 2022

Episode 163 - So You Got Your Quarterly Statement, Now What?

In this episode, Ryan and Alex discuss how to read your quarterly statement and what you might find on it. The beer of the day is Two Beers Deception Pass Summer Ale. You can learn more about this beer by visiting their website If you want to learn...

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