Mar 31, 2025
In this episode of Beer and Money, Alex Collins shares his personal journey in the finance industry, discussing his background, the importance of financial planning, and the impact of partnerships in his career. He emphasizes the significance of helping clients achieve their financial goals and the emotional aspects...
Mar 24, 2025
In this episode of Beer and Money, Ryan Burklo shares his personal journey and professional evolution into financial advising. He discusses his background, the importance of understanding client goals, and the role of effective communication in financial planning. Ryan emphasizes that financial planning is not just...
Mar 17, 2025
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the importance of umbrella policies in personal finance. They explain what an umbrella policy is, how it provides an extra layer of liability insurance beyond standard policies, and why it is crucial for protecting assets and income. The...
Mar 10, 2025
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the concept of exchange funds, particularly for individuals with concentrated stock positions. They explore the implications of holding large amounts of stock in a single company, the tax ramifications of diversifying, and various strategies to...
Mar 3, 2025
In this episode of Beer & Money, Ryan Burklo discusses two common misunderstandings about dividends. He explains what dividends are, how they affect stock prices, and the tax implications associated with them. The episode aims to educate listeners on the nuances of dividends, emphasizing the importance of understanding...