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SOLID FINANCIAL ADVICE

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Personal financial advice and investing topics in an easy-to-understand format
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Your Year-End Financial Planning Checklist, Ep #8

Your Year-End Financial Planning Checklist, Ep #8

This year-end financial planning checklist is the perfect tool for ensuring that your habits line up with your financial goals. We’ll cover a range of different areas that you should consider at the end of the year. You’ll want to take this opportunity to maximize your income and minimize your expenses and taxes. Discover what you should be doing on a yearly basis to consider whether your spending aligns with your values by listening to ...
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Helpful Information on Social Security with Brody Rosenfeld, Ep # 7

Helpful Information on Social Security with Brody Rosenfeld, Ep # 7

You can never have too much information on Social Security. Brody Rosenfeld is on the Solid Financial Advice podcast today to help me dissect the Social Security beast. We dive deep to teach you as much as we can about Social Security. You’ll learn a brief history of how it started, what it looks like today, will it go broke, and how and when should you file. You’ll want to listen in since Social Security ...
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Why Most Active Fund Management Often Underperforms, Ep #6 (1)

Why Most Active Fund Management Often Underperforms, Ep #6

Some of the most famous investment advisors out there are involved in Active Fund Management - big name people like Warren Buffett and George Soros. They are famous because they are so successful at actively managing investment funds, regularly beating the averages reflected in the S&P 500, for example. But most active fund management is not that successful - not even close. On this episode, I want to help you understand the difference between active ...
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How I become a financial professional - ep 5 (1)

Hi. I’m Ryan. Nice to meet you. Ep #5

There are many roads you could take to become a financial professional and my road was one that didn’t necessarily seem like the natural path to take. From a very non-privileged upbringing to enlistment in the Navy after high school, to a self-funded college education, I pursued the path that I felt made sense for me. It’s made me who I am and has enabled me to build a financial advisement practice that serves hard-working ...
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Is The Inverted Yield Curve A Predictor Of Recession Ep #4

Is The Inverted Yield Curve A Predictor Of Recession? Ep #4

There is a lot of talk in financial circles about the inverted yield curve and how it might be indicating bleak economic times ahead. But many investors don't understand what the yield curve is or how it can indicate future economic difficulties. On this episode, I explain what the yield curve is, discuss how predictive it is of recession, and explain why we should not be too quick to take the yield curve alone as ...
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How Do You Plan To Pay For College? with Brody Rosenfeld, Ep 3


If you are a parent you know that higher education is expensive - so how do you plan to pay for college for your kids? For this episode of the podcast, I’ve invited my friend Brody Rosenfeld to join me to discuss this issue. Brody has experienced his own college funding struggle first-hand, including graduate school - and he’s also walked alongside clients in making plans to pay for their children’s college. Together, the ...
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How To Understand The Leading Economic Indicators, Ep 2

Most people understand the basics about the stock market and the economy - but few people have a deep enough knowledge of the two to serve them well in making financial decisions. With that in mind, I thought it would be helpful to outline how the economic cycle works and how stocks, the underlying economy, and the leading indicators can help us forecast what’s coming next so that you can make solid financial decisions. Outline ...
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9 Tips To Help You Find A Financial Advisor, Ep 1

 Did you know there are over 686,000 financial advisors in the United States as of 2017? That means there are a lot of people out there giving advice about financial matters and getting paid for it. Of course, that’s fine - but if you’re wanting to work with an advisor to build wealth, there are some things you should look out for. On this episode, I want to lay the groundwork for everything to ...
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