Episodes

  • Beneficiary 101

    Beneficiary 101
    Aug 30 2025
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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    Less than 1 minute
  • Tax Bill Takeaways with Becky Swansburg with Stonewood Financial

    Tax Bill Takeaways with Becky Swansburg with Stonewood Financial
    Aug 23 2025
    In this special episode, we're joined by Becky Swansburg, CEO of Stonewood Financial and a leading expert on legislative risk in retirement. We'll break down the biggest takeaways from the latest tax bill and explain how the new provisions will impact your financial planning. Tune in to learn how to navigate these changes and position your investments for a more secure financial future.
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    Less than 1 minute
  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Aug 2 2025
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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    Less than 1 minute
  • Can Life Insurance be Treated as an Investment?

    Can Life Insurance be Treated as an Investment?
    Jul 12 2025
    In this episode, we tackle one of the most debated topics in personal finance: Can life insurance truly be considered an investment vehicle? We'll break down how cash value policies work, examining their growth potential and comparing them against more traditional investment options. Tune in to understand the critical pros and cons to determine if this financial product aligns with your personal long-term goals.
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    Less than 1 minute
  • Interview with Best Selling Author David McKnight

    Interview with Best Selling Author David McKnight
    Jun 28 2025
    In this episode Ryan welcomes best selling author David McKnight. David is one of the nations premiere experts on taxes, the national debt and financial planning. His bestselling book The Power of Zero has sold more than 400,000 copies. He talks about how to plan for a tax free retirement and more.
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    Less than 1 minute
  • The Digital Revolution

    The Digital Revolution
    Jun 7 2025
    Tyler Ellegard, a portfolio manager with Gradient Financial Group joins to dive into the rapidly evolving world of digital payments. We'll explore how innovations like AI and blockchain are reshaping transactions, making them faster, more secure, and accessible globally. Tune in to understand the future of your money and how these technological advancements could impact your financial landscape.
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    Less than 1 minute
  • Annuities: Perceptions Versus Realities

    Annuities: Perceptions Versus Realities
    May 31 2025
    The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?
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    Less than 1 minute
  • Market Update with Keith Gangl

    Market Update with Keith Gangl
    May 17 2025
    Ryan welcomes Gradient Investments senior portfolio manager Keith Gangl. Keith breaks down the latest inflation data and what it means for your investment strategy. He offers his expert analysis on the recent market volatility, highlighting potential opportunities and pitfalls for long-term investors. Finally, Keith shares key insights on sector rotation and how to position your portfolio for the remainder of the year.
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    Less than 1 minute