Preview Mode Links will not work in preview mode

Sep 29, 2019

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

  1. There is no plan
  2. Not considering taxation
  3. Not protecting your income fully
  4. Placing a bigger important on rate of return instead of savings rate
  5. Hubris (excessive confidence in...


Sep 22, 2019

In today’s episode, we will be discussing annuities, what they are and what they do. We will also be explaining the five different versions of annuities; single premium immediate annuity, also known as a spear, a deferred income annuity, also known as a DHEA. Then we have a fixed income annuity, an indexed annuity,...


Sep 15, 2019

Today’s discussion is a continuation of the podcast last week discussing investment. This week we will have a deeper talk about investment discussing the standard deviation, we are going to put some numbers behind what we mean by risk units.


Sep 8, 2019

Today’s talk is about investments and more of intro to investments, talking about the fundamentals, talking about risk profiles, talking about just looking at asset classes and how to begin looking at investing in the market. It is an interesting conversation because a lot of people can confuse investing and trading....


Sep 1, 2019

In today’s episode, we are going to focus on what you can and cannot control and how to be efficient with your money. What happens if something goes wrong? What happens if the rate of return we assumed was wrong? What happens if taxes go up? What happens if inflation goes up? Ryan and Alex will help you determine what...