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Episodes

Aug. 18, 2019

Episode 005 - Buying a home? Refinancing? Nick Wilson Interview

Today's episode is going to be an interview with Nick Wilson, a local mortgage lender and advisor with an area of expertise around helping his clients with buying, refinancing, and getting mortgages. So we're going to do a holistic viewpoint of what...

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Aug. 12, 2019

Episode 004 - Growing Your Wealth

In part two of the conversation on how to protect and for your wealth we discuss how to grow your balance sheet, grow it efficiently and have a blueprint. Enjoy your wealth. If you are controlling what you can control, you can enjoy your money. Think...

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July 29, 2019

Episode 3 - What are my financial priorities?

We want you to enjoy your life and enjoy the money that you make. How do you do this? There are several steps that you need to follow to make sure you are making good decisions. We will cover these steps over two podcasts. The first part is all about...

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July 29, 2019

Episode 002 - What do I do with my bonus or RSU?

It’s bonus season and you suddenly find yourself with extra money. How do you spend it wisely, where do you invest it, how can you make a good decision to create financial balance? Ryan and Alex will help you think before you spend and simplify your...

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July 29, 2019

Episode 1 - Introduction to Beer and Money

Welcome to Beer and Money a financial fireside chat for tech professionals. We simplify your money so that you can enjoy your life.    This podcast is for informational purposes only and is not to be construed as tax, legal, or investment...

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