Feb 23, 2020

As our parents age, it becomes more important that we understand their finances and their philosophy on money. In many cases, we, as their children, become the people who take care of them and their money as they get older. Having this conversation now can help avoid issues later on and Alex and Ryan help with 5 ways to...

Feb 16, 2020

In this week's episode, Ryan and Alex discuss taxes but particularly taxes when you are retired. This important topic is one most people overlook until they are retired, but it is something you should think about now. How will your taxes affect your retirement and is there something you can do about it now? 

Feb 9, 2020

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 have told them they have made. If you haven't listened to episode 29 yet, go back and listen to that one first. This episode covers the last 3 mistakes. Ryan and Alex also wrote a booklet on...

Feb 2, 2020

In this week's episode, Ryan and Alex talk about the 7 Biggest Financial Mistakes that most people make. They have also written a booklet on the subject, which you can find HERE. This is the first of a two part podcast, so tune in next week to find out more about these 7 mistakes and how you can avoid making...