In this week's podcast Alex and Ryan continue their discussion on your portfolio by digging deeper into the topic. They have many more questions for you to consider about why you are investing in and where you put your money.  If you have any other questions for Alex or Ryan or would like to schedule an appointment with them, please visit our website at www.holistic-finance.com

In this week's podcast Alex and Ryan continue their discussion on your portfolio by digging deeper into the topic. They have many more questions for you to consider about why you are investing in and where you put your money. If you have any other questions for Alex or Ryan or would like to schedule an appointment with them, please visit our website at www.holistic-finance.com

In this week's podcast Alex and Ryan continue their discussion on your portfolio by digging deeper into the topic. They have many more questions for you to consider about why you are investing in and where you put your money.&nbsp; If you have any other questions for Alex or Ryan or would like to schedule an appointment with them, please visit our website at www.holistic-finance.com

Episode 70 - What's in your portfolio?

Thank you for tuning into Holistic Finance. Where we promote financial balance and financial health.  Our mission is to simplify your finances so you can focus on your practice and enjoy life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington.

 

These podcasts are for informational purposes only and are not to be construed as tax, legal or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual sources can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian or Quantified Financial Partners and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal, or accounting professionals regarding your individual situation.

Ryan and Alex are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3583 Maple St #140 Ventura, CA 909-399-1100. Securities products and advisory services offered through PAS member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America (Guardian)

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Thank you for tuning into Holistic Finance. Where we promote financial balance and financial health. Our mission is to simplify your finances so you can focus on your practice and enjoy life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington. These podcasts are for informational purposes only and are not to be construed as tax, legal or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual sources can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian or Quantified Financial Partners and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal, or accounting professionals regarding your individual situation. Ryan and Alex are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3583 Maple St #140 Ventura, CA 909-399-1100. Securities products and advisory services offered through PAS member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America (Guardian)

Thank you for tuning into Holistic Finance. Where we promote financial balance and financial health.&nbsp;&nbsp;Our mission is to simplify your finances so you can focus on your practice and enjoy life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington.

&nbsp;

These podcasts are for informational purposes only and are not to be construed as tax, legal or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual sources can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian or Quantified Financial Partners and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal, or accounting professionals regarding your individual situation.

Ryan and Alex are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3583 Maple St #140 Ventura, CA 909-399-1100. Securities products and advisory services offered through PAS member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America (Guardian)

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Episode 70 - What's in your portfolio?

Episode 70 - What's in your portfolio?