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Beer & MoneyAuthor: Ryan Burklo & Alex Collins
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 Language: en-us Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 329 - The Art of Choosing a Financial Advisor
Monday, 1 December, 2025
In this episode of Beer and Money, Alex Collins discusses how to find a financial advisor, what to look for in an advisor, and the key questions to ask during the selection process. He emphasizes the importance of understanding advisor credentials, the advisor's process, and the value they can bring to clients. The conversation aims to equip listeners with the knowledge needed to make informed decisions when seeking financial advice. Check out our website: beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo #financialadvisor #findinganadvisor #advisorcredentials #questionstoask #financialplanning Takeaways Finding an advisor can be done through AI tools, online searches, and personal recommendations. It's crucial to understand the biases of those giving financial advice. Financial advising should be an ongoing process, not a one-time event. Look for an advisor who asks questions and understands your personal financial situation. Understanding the advisor's credentialing is essential for making informed choices. Be wary of unlicensed individuals providing financial advice. Ask potential advisors about their motivations and target clients. Ensure the advisor's services align with your financial needs. Inquire about the advisor's succession plan and team structure. A good advisor should articulate their value and how they can help you. Chapters 00:00 Finding the Right Financial Advisor 04:33 Understanding Advisor Credentials and Processes 09:50 Key Questions to Ask Potential Advisors 14:26 The Value of Financial Advisors
