32 episodes

Welcome to Beer and Money, a financial fireside chat for Tech Professionals. We work to simplify your finances so that you can enjoy your life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 3585 Maple St #140 Ventura, CA 909-399-1100. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Quantified Financial Partners is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. #2019-83452 Exp 07/21

Beer & Money Ryan Burklo

    • Investing

Welcome to Beer and Money, a financial fireside chat for Tech Professionals. We work to simplify your finances so that you can enjoy your life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 3585 Maple St #140 Ventura, CA 909-399-1100. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Quantified Financial Partners is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. #2019-83452 Exp 07/21

    Episode 32 - 5 ways to talk to your parents about money

    Episode 32 - 5 ways to talk to your parents about money

    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 have this conversation. 

    • 18 min
    Episode 31 - Why you should care about taxes in retirement Now

    Episode 31 - Why you should care about taxes in retirement Now

    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? 

    • 20 min
    Episode 30 - 7 Biggest Financial Mistakes Part 2

    Episode 30 - 7 Biggest Financial Mistakes Part 2

    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 these 7 financial mistakes and you can get a copy of this booklet by clicking HERE or by going to our website and scrolling down on the homepage, www.QuantifiedFinancial.com

    • 18 min
    Episode 29 - 7 Biggest Financial Mistakes Part 1

    Episode 29 - 7 Biggest Financial Mistakes Part 1

    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 them. 

    • 17 min
    Episode 28 - How to talk to your kids about money

    Episode 28 - How to talk to your kids about money

    In today's episode, Ryan and Alex discuss how to talk to your kids about money. From an early age, it is important for your kids to know what money is and the smart ways to treat money. This taboo topic is not one that can be ignored. 

    • 16 min
    Episode 27 - Different Methods of College Planning

    Episode 27 - Different Methods of College Planning

    This week's episode is important for anyone with kids looking to attend college. Ryan and Alex discuss different methods of college planning and how to pay for this every increasing cost of education. If you have kids, this episode is filled with good information on how to plan for college funding. 

    • 29 min

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