175 episodes

Welcome to Beer and Money, a financial fireside chat for business 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 Avenues Securities LLC (PAS), member FINRA, SIPC. OSJ 333 N. Indian Hill Blvd, Claremont, CA, 909-399-1100. PAS is a wholly-owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Ryan Burklo, AR Insurance License # 15319412, CA Insurance License # 0K24924, Alexander Collins AR Insurance License # 7264699, CA Insurance License # 0H24806. #2022-133647 Exp 02/2024

Visit our website www.QuantifiedFinancial.com

Beer & Money Ryan Burklo & Alex Collins

    • Business
    • 5.0 • 11 Ratings

Welcome to Beer and Money, a financial fireside chat for business 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 Avenues Securities LLC (PAS), member FINRA, SIPC. OSJ 333 N. Indian Hill Blvd, Claremont, CA, 909-399-1100. PAS is a wholly-owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Ryan Burklo, AR Insurance License # 15319412, CA Insurance License # 0K24924, Alexander Collins AR Insurance License # 7264699, CA Insurance License # 0H24806. #2022-133647 Exp 02/2024

Visit our website www.QuantifiedFinancial.com

    Episode 174 - 3 Financial Concepts We Are Thankful For

    Episode 174 - 3 Financial Concepts We Are Thankful For

    In this episode, Ryan and Alex discuss three financial concepts that they have learned over the years that they are thankful for and want to share with you.
    The beer of the day is the Festivus Ale from Black Raven Brewing. If you would like to learn more about this beer, please visit their website https://blackravenbrewing.com/products/seasonal-festivus-pale-ale
    If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net
     

    • 34 min
    Episode 173 - 2023 Retirement Plan Contribution Limits and What to Consider

    Episode 173 - 2023 Retirement Plan Contribution Limits and What to Consider

    In this episode, Ryan discusses the new retirement account contributions that will go into effect in 2023. Have you heard about the new limits?
    If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net
     
     
     

    • 8 min
    Episode 172 - 3 Ways to Get on the Same Page with Your Spouse

    Episode 172 - 3 Ways to Get on the Same Page with Your Spouse

    In this episode, Ryan discusses how to get on the same page with your spouse when it comes to finances.
    If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net
     

    • 9 min
    Episode 171 - Tactics without a Strategy. How to Determine if You are Using Strategy in Your Finances

    Episode 171 - Tactics without a Strategy. How to Determine if You are Using Strategy in Your Finances

    In this episode, Ryan and Alex discuss strategies vs tactics. They specifically talk into whether or not you have tactics in your financial planning with strategy or without.
    The beer of the day is Autonomous IPA from 20 Corners Brewing Co. in Woodinville, WA. If you would like to learn more about this beer, please visit their website https://www.20cornersbrewing.com/
    If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net
     

    • 17 min
    Episode 170 - Are You Working with an Investment Manager or a Financial Planner?

    Episode 170 - Are You Working with an Investment Manager or a Financial Planner?

    In this episode, Ryan and Alex discuss the difference between an investment manager and a financial planner. 
    The beer of the day is Snailbones IPA from Elysian Brewing in Washington state. If you would like to learn more about this beer, visit their website https://www.elysianbrewing.com/
    If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net
     

    • 14 min
    Episode 169 - 4 Kinds of Luck for Building Wealth

    Episode 169 - 4 Kinds of Luck for Building Wealth

    In this episode, Ryan and Alex discuss four kinds of luck that can help you build wealth.
    The beer of the day is Stone Hazy IPA from Stone Brewing in California. If you would like to learn more about their beer, please visit their website https://www.stonebrewing.com/beer/year-round-releases/stone-hazy-ipa#ageGatePassed
    If You would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net

    • 17 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

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