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Built For Life, Not Just Wealth

Ryan Burklo & Alex Collins
Cash Flow
Retirement Planning
Financial Planning
Quantified Financial Partners
S&P 500
Liquidity
Taxes
Guardian Life Insurance Company Of America
Life Insurance
Park Avenue Securities
Retirement
Estate Planning
Monte Carlo Simulation
Time
Wealth Building Account
Asset Allocation
Financial Alignment
Interest Rates
Tax Loss Harvesting
Taxation

Built For Life, Not Just Wealth is a podcast for high-income professionals, business owners, and families who want more from money than just bigger numbers. Hosted by financial planners Ryan Burklo and Alex Collins of Quantified Financial Partners, it shows how to use money as a tool to build a life of freedom, purpose, and confidence. Episodes cut through traditional advice to deliver real-talk o... more

PublishesWeeklyEpisodes373Founded7 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Artwork for Built For Life, Not Just Wealth

Latest Episodes

In this week's episode of Built For Life Not Just Wealth, Ryan Burklo shares a personal story about teaching his son financial responsibility through real-life experience, emphasizing the importance of allowing small mistakes to foster learning and i... more

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In this week's episode of Built For Life Not Just Wealth, Ryan Burklo discusses how to build a resilient financial plan that can withstand unexpected setbacks and market volatility, emphasizing the importance of liquidity, realistic risk assessment, ... more

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In this week's episode of Built For Life Not Just Wealth, Ryan Burklo shares a deeply personal story about his brother's battle with cancer and how it reshaped his perspective on life and financial planning. This episode explores balancing living for... more

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In this week's episode of Built For Life Not Just Wealth, Ryan Burklo discusses the essential questions to ask when interviewing a financial advisor, emphasizing the importance of understanding their philosophy, process, and team to ensure a good fit... more

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Recent Guests

Robert Kievit
Retirement planning and tax strategy expert with decades of experience
Park Avenue Securities / Guardian
Episode: Episode 352 - Retirement Planning & Taxation: A Conversation with Bob Kievet
Rob Bukacek
Estate planning advisor and guest on the show
Park Avenue Securities / Guardian
Episode: Episode 323 - Safeguard your Wealth: A conversation with Rob Bukacek
Mark SanGiacomo
Life insurance expert guest on the show
Life Insurance professional (as discussed in episode)
Episode: Episode 311 - What are the Different Types of Life Insurance with Mark SanGiacomo

Hosts

Alex Collins
Co-host and financial planner focused on actionable financial planning for life goals.
Ryan Burklo
Host and financial planner specializing in cash flow design and life-centered planning.

Reviews

5.0 out of 5 stars from 14 ratings
  • Unbiased great information

    Listen to Alex on my commute.

    Apple Podcasts
    5
    Shrewd_Solomon
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests aren't required to explain their approach; content stays focused on practical guidance.
Hosts explain complex concepts with relatable stories and clear frameworks.
Shows depth and practicality—financial planning that respects real life.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 311 - What are the Different Types of Life Insurance with Mark SanGiacomo
Q: What are the pros and cons of universal life vs whole life?
Universal life offers premium flexibility and liquidity but can incur increasing costs over time and depend on market-linked cash value strategies; whole life provides guarantees on premium, death benefit, and cash value, and may include participating dividends when issued by mutual companies.
Episode 311 - What are the Different Types of Life Insurance with Mark SanGiacomo
Q: How do you determine the right amount of life insurance?
Start with your most valuable assets and income replacement needs, focusing on income protection rather than a simple debt-and-education needs calculation, while recognizing that personal circumstances and inflation will affect the amount over time.
Episode 311 - What are the Different Types of Life Insurance with Mark SanGiacomo
Q: What are the two main types of life insurance?
Term provides coverage for a set period, while permanent insurance covers the insured for life, with permanent options like whole life offering guarantees and universal life offering flexibility.
Episode 323 - Safeguard your Wealth: A conversation with Rob Bukacek
Q: Let's walk through the diagram you use for clients, since many listeners can't see it. How do you translate the trust structure into a clear, actionable plan that a high net worth family can follow?
The diagram helps explain roles (grantor, trustee, beneficiary), how assets flow into the trust, and how distributions are governed by the trust terms. We show how assets avoid probate, how money moves between survivor and subsequent generations, and how protections (creditor risk, divorces, and taxes) shape the actual money flow and the timing of distributions to children.
Episode 323 - Safeguard your Wealth: A conversation with Rob Bukacek
Q: So, before we dive in, right? Today's episode is gonna be around estate planning, and Rob has been on to discuss different mistakes. That's episode 274, and he's also kind of had episode 281. What are the key takeaways you want listeners to leave with today?
We want listeners to understand how a coordinated set of documents—especially revocable living trusts, AB trusts, and credit shelter trusts—work together to control wealth during life, protect assets from risks, and optimize tax outcomes for spouses and children, while keeping room to adapt as family needs change.

Audience Metrics

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Frequently Asked Questions About Built For Life, Not Just Wealth

What is Built For Life, Not Just Wealth about and what kind of topics does it cover?

Built For Life, Not Just Wealth centers financial conversations on using money to enable time, freedom, and meaning for high-income professionals, business owners, and families. Host duo Ryan Burklo and Alex Collins blend practical planning (cash flow, protection, taxes, investing) with personal storytelling and values-driven goals, urging listeners to align money with life experiences, family priorities, and long-term purpose rather than chasing abstract returns. The show stands out for its clear, actionable frameworks (scorecards, annual and quarterly planning, cash-flow design) and for treating money as a tool to support real-life outcomes, including health, relationships, and legacy. Episodes consistently emphasize holistic planning, us... more

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1. The Daily

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Built For Life, Not Just Wealth launched 7 years ago and published 373 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Built For Life, Not Just Wealth?

Recent guests on Built For Life, Not Just Wealth include:

1. Robert Kievit
2. Rob Bukacek
3. Mark SanGiacomo

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