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Feb. 23, 2020

Episode 32 - 5 ways to talk to your parents about money

As our parents age, it becomes more important that we understand their finances and their philosophy on money. In many cases, we,…

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Feb. 16, 2020

Episode 31 - Why you should care about taxes in retirement Now

In this week's episode, Ryan and Alex discuss taxes but particularly taxes when you are retired. This important topic is one most…

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Feb. 9, 2020

Episode 30 - 7 Biggest Financial Mistakes Part 2

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 h…

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Feb. 2, 2020

Episode 29 - 7 Biggest Financial Mistakes Part 1

In this week's episode, Ryan and Alex talk about the 7 Biggest Financial Mistakes that most people make. They have also written a…

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Jan. 26, 2020

Episode 28 - How to talk to your kids about money

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 …

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Jan. 19, 2020

Episode 27 - Different Methods of College Planning

This week's episode is important for anyone with kids looking to attend college. Ryan and Alex discuss different methods of colle…

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Jan. 12, 2020

Episode 26 - What can you learn from the FIRE movement

What is the FIRE movement? The acronym stands for Financial Independence Retire Early. In this week's episode, Ryan and Alex talk…

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Jan. 5, 2020

Episode 25 - Chatting with your spouse about money part 2

In the second part of last week's podcast, Ryan and Alex discuss chatting with your spouse about money. They give specific tips t…

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Dec. 29, 2019

Episode 24 - Struggling to find time to talk about money with your sp…

In this week's episode, Ryan and Alex discuss finding time in our busy lives to discuss finances with our spouses. This is a two …

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Dec. 22, 2019

Episode 23 - Understanding home and auto insurance-Interview with Cha…

In this week's episode, Alex interviews Charles Lindberg. Charles is the owner of a branch of Goosehead Insurance, located in Bel…

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Dec. 15, 2019

Episode 22- Do you have a will set up yet? Interview with Jenny Ling

Is your estate plan in order? In this week's episode, Ryan interviews Jenny Ling, an estate planning professional. They discuss t…

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Dec. 8, 2019

Episode 21 - Our top 4 tips to prevent holiday over-spending

During the holiday season, many Americans tend to overspend. In this episode, Alex and Ryan discuss ways that you can prevent spe…

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Dec. 1, 2019

Episode 20 - The basics of life insurance

In this week's episode, Ryan and Alex talk about life insurance, the different types and the reasons you would want to look at ea…

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Nov. 24, 2019

Episode 019 - What does your group long term disability policy not co…

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…

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Nov. 17, 2019

Episode 18 - Student loan debt? Joe McGrath Interview

In this episode, Alex interviews Joe McGrath, Business Development Associate with Gradfin, a company that works with financial ad…

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Nov. 10, 2019

Episode 17 - Realities of Retirement Part 2

In this week's podcast, Ryan and Alex continue their discussion on the realities of retirement. This is a two part episode, so ma…

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Nov. 3, 2019

Episode 16 - Realities of Retirement

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 reti…

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Oct. 27, 2019

Episode 015 - What is the difference between actual and average rate …

Do you know the difference between an actual and an average rate of return when it comes to your investments? In this week's epis…

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Oct. 20, 2019

Episode 014 - What do we mean by cash-flow?

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…

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Oct. 13, 2019

Episode 013 - Should you overpay on your mortgage

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 differ…

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Oct. 6, 2019

Episode 012 - Are your beneficiaries in order?

Have you checked to make sure your beneficiaries are correct? One of the most important decisions you make when filling out your …

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Sept. 29, 2019

Episode 011 - Top Five Financial Mistakes

Today’s discussion revolves around the top five financial mistakes that Ryan and Alex encounter in their practice. Those five mis…

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Sept. 22, 2019

Episode 010- What's an Annuity

In today’s episode, we will be discussing annuities, what they are and what they do. We will also be explaining the five differen…

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Sept. 15, 2019

Episode 009 - Standard Deviations and Emotions

Today’s discussion is a continuation of the podcast last week discussing investment. This week we will have a deeper talk about i…

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