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Financial Residency with Ryan Inman

Dec 28, 2020

It’s important to understand the difference between asset location strategy and asset allocation strategy. Coming up with a good asset location strategy starts with understanding how different asset classes are taxed. Ryan nerds out a bit here, so be warned that you’re likely to learn quite a bit you didn’t know...


Dec 25, 2020

Chip and Joanna think one thing about refinancing their house but they are so wrong! Ryan and Kayse show that they don’t need to wait to refinance, they should go and do it now so that they can save a bunch of money right now! These two also need to get on the same page when it comes to cash flow since so many of...


Dec 23, 2020

Ryan and John McCarthy, CPA extraordinaire, break down everything you need to know about the 5000+ page bill that just passed for a new stimulus package. Hear from the financial professionals how much you’ll be potentially receiving this time around and how this package will be the same and different. 


Dec 21, 2020

Ryan and Taylor revisit some of their life planning by working through a new exercise called the airport test. Unfiltered and unrehearsed, see how these conversations can take place, the framework of the exercise and how it will not only help your finances but probably improve your marriage as well. Because let's be...


Dec 18, 2020

Helena and John Wick, two amazing community members, called in with lots to fix around their goals and motivations. Ryan and Kayse spot potential issues concerning their backdoor Roth and the state of these two’s disability insurance is a nightmare! It’s all about understanding the goals and motivations and how to...