Jul 29, 2024

In this episode, Ryan Burklo discusses distribution tax strategies for retirement planning. He compares two different approaches: an interest-only approach and an amortization/spend-down strategy. He explains the tax implications of each strategy and demonstrates how the spend-down strategy can result in higher net...

Jul 22, 2024

In this episode, Ryan Burklo discusses the distribution of tax status as a factor that impacts financial success. He emphasizes the importance of understanding how your assets will be taxed when you retire and how that affects the net income you receive. He explains the concept using a sample client's financial...

Jul 15, 2024

In this episode, Ryan Burklo and Alex Collins discuss the factors that impact financial success, focusing on the location and liquidity of wealth. They explain that most people have two buckets of money: savings and retirement accounts. However, they emphasize the importance of having a midterm bucket, which provides...

Jul 8, 2024

In this episode, Ryan Burklo and Alex Collins discuss the five factors that impact financial success. They focus on the first factor, which is the amount of wealth. While many people believe that the size of their assets is the most important factor, the hosts argue that it is actually one of the smallest factors when...

Jul 1, 2024

In this episode, Ryan Burklo and Alex Collins discuss risk and volatility in investment portfolios. They emphasize the importance of investing for future income and the need to get the allocation and risk profile right. They explore the concept of volatility and how it relates to the movement of money in investment...