Do you have a financial plan for 2021? In this week's episode, Ryan and Alex discuss how to simplify your finances this year while setting goals you can achieve.  If you have any questions about this podcast or want to reach out to Alex or Ryan, please visit our website <a href= "http://www.holistic-finance.com">www.holistic-finance.com</a> where you can learn more about us or schedule a free initial appointment.

Do you have a financial plan for 2021? In this week's episode, Ryan and Alex discuss how to simplify your finances this year while setting goals you can achieve. If you have any questions about this podcast or want to reach out to Alex or Ryan, please visit our website www.holistic-finance.com where you can learn more about us or schedule a free initial appointment.

Do you have a financial plan for 2021? In this week's episode, Ryan and Alex discuss how to simplify your finances this year while setting goals you can achieve.&nbsp; If you have any questions about this podcast or want to reach out to Alex or Ryan, please visit our website <a href="http://www.holistic-finance.com" rel="noopener noreferrer">www.holistic-finance.com</a> where you can learn more about us or schedule a free initial appointment.

Episode 74 - 3 Steps for a Simple Financial Plan in 2021

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 74 - 3 Steps for a Simple Financial Plan in 2021

Episode 74 - 3 Steps for a Simple Financial Plan in 2021