Episodes

In this week's episode, Ryan and Alex discuss your financial engines. What is it that keeps your finances moving and what drives you when it comes to your money? If you have any questions about this week's podcast, please visit …

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 taking that vacation or buying things you would normally buy but didn't. Should you spend it …

In this week's podcast, Ryan and Alex discuss how people have looked at money and debt throughout history. What generational experience do you have with money and how have you talked about money with your parents and children? If you …

Happy New Year! In this week's episode, Ryan and Alex discuss how to create a simple financial plan for this year. Have you thought about your finances and how to improve them in 2021? If you have any questions about …

In this week's podcast, Ryan and Alex discuss the difference between the investment world and the insurance world. If you have any questions about this podcast or would like to reach out to Alex or Ryan to schedule and appointment, …

In this holiday episode, Alex and Ryan discuss their moments of wealth. We hope you and your family have a great holiday season! If you have any questions about this podcast or want to reach out to Alex or Ryan …

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 your savings accounts? If you have any questions or would like to reach out to …

Does your spending match your goals for your future or what you find important in life? In this week's podcast, Alex and Ryan discuss what your priorities are and if the way you spend money matches those priorities. If you …

In this podcast, Ryan and Alex discuss the difference between a mutual fund and an exchange traded fund or ETF. If you have any questions about this podcast or want to reach out to Alex or Ryan to schedule an …

We want to say THANK YOU for listening to our podcast this year. We are thankful for our listeners, our clients, our friends and family and this episode is to let you all know how much. If you have any …

In last week's podcast, Alex and Ryan discussed what bonds were and why you have them in your portfolio. This week they cover stocks, what they are, why you own them and how they enhance your portfolio. If you have …

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 how they work? In this week's podcast, Ryan and Alex break down …

In this week's podcast, Ryan and Alex discuss assets and which are promised based vs market based. Do you know the difference? If you have any questions about this episode or want to reach out to Alex or Ryan and …

In this week's podcast, Ryan and Alex discuss what investment decisions you are making and how or why you make them. Are you deciding where to put your money based on sound rational or are these emotional decisions? If you …

In this week's podcast, Ryan and Alex discuss what you are using to measure where you stand financially. Do you know how much money you are saving? Do you know why you are putting your money where? If you have …

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 those choices. If you have any questions about this podcast or would like to learn more …

In this week's episode, Ryan and Alex continue their discussion on your portfolio by asking "What drives the return in your portfolio?" This is the third episode in this series, so go back and listen to the last two if …

Do you know the difference between the stock market and the economy? In this week's podcast, Ryan and Alex discuss the difference and why you should pay attention to both but for different reasons. If you have any questions about …

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 Industrial? Do you know why you are invested in what you are currently invested in? …

In the third episode of the series on how to fund your child's college, Ryan and Alex discuss the Strategies for College Planning. If you have not listened to the other two episodes, go back and find those on our …

In this second podcast of the series on College Planning, Ryan and Alex discuss different ways to pay for your child's college. If you haven't thought about anything other than a 529, there are many ways you can pay with …

Most people with children begin thinking about how to pay for college and start looking at a 529 Plan, but there are 3 other things that you need to look at first. In this episode of Beer & Money, Ryan …

Should you refinance with interest rates at an all time low? In this week's podcast, Ryan and Alex discuss this important topic. If you have any questions about us or want to learn more, please visit our website at You …

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 or want to get in touch with Alex or Ryan, please visit our website to …