Aug 25, 2025
In this episode of "Beer and Money," Ryan Burklo explores why many people feel financially stressed despite having significant retirement savings. He highlights the importance of taxable brokerage accounts in providing financial flexibility and reducing stress.
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Aug 18, 2025
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the critical topic of how assets are taxed and the implications for financial planning. They explore the importance of understanding tax brackets, the different types of taxable buckets, and strategies for tax efficiency. The conversation emphasizes...
Aug 11, 2025
In this episode of Beer and Money, Ryan Burklo discusses the critical concept of sequence of returns risk and its significant impact on retirement planning. He explains how market fluctuations during the initial years of retirement can affect the longevity of a retirement portfolio. Ryan emphasizes the importance of...
Aug 4, 2025
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the critical question of whether savings will last through retirement. They explore common mistakes made by pre-retirees and retirees, emphasizing the importance of strategic planning and understanding the risks associated with outliving savings....