Holistic Finance

Holistic Finance

By Ryan Burklo and Alex CollinsBusinessInvestingManagement
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Holistic Finance episodes

  • Episode 117 - What Type of Tax Diversification do You Have?

    In this week's podcast, do you know if you are tax diversified? How would you find this out? If you have any questions about this podcast, please visit our website at www.holistic-finance.com where you can make an appointment with Ryan or Alex or learn more about how Quantified Financial Partners helps Naturopathic Physicians and students with the personal and business finances. 

    16 min
  • Episode 116 - Do You Have a Bucket Strategy?

    In this week's episode, Ryan and Alex discuss a financial bucket strategy. Do you have a plan for your finances? 

    If you would like to learn more about Quantified Financial Partners or how we help Naturopathic physicians like you, please visit our website www.holistic-finance.com  where you can schedule an appointment or find other articles and podcasts that are specifically created for the ND community. 

    14 min
  • Episode 115 - What is Whole Life Insurance?

    In this week's episode, Ryan and Alex discuss what whole life insurance is and what is different about it than other types of life insurance. 

    If you want to learn more about Quantified Financial Partners or how we work with Naturopaths, please visit our website www.holistic-finance.com

    17 min
  • Episode 114 - Top 3 Financial Concepts to Learn

    In this week's podcast, Ryan and Alex discuss the top three financial concepts that Naturopathic physicians should learn to make their practices successful. We would also like to know what you are learning from this podcast or what you would like to hear in future podcasts. Please visit our website www.holistic-finance.com where you can schedule an appointment with Ryan or Alex or you can learn more about Quantified Financial Partners. 

    23 min
  • Episode 113 - Do You Really Need Liquidity?

    In this week's podcast, Ryan and Alex discuss liquidity. Do you need liquidity and if so how much? Do you know how to get liquidity in your finances?

    If you would like to learn more about Quantified Financial Partners or make an appointment to speak with Ryan or Alex, please visit our website www.holistic-finance.com

    17 min
  • Episode 112 - 3 Steps to Free You from Budgeting

    In this week's Holistic Finance, Ryan and Alex discuss how you can free yourself from budgeting. If you have any questions or would like to learn more about Quantified Financial Partners and how we work with Naturopathic Physicians, please visit our website www.holistic-finance.com 

     

    19 min
  • Episode 111 - How to Leverage Your Assets

    In this week's episode, Ryan and Alex discuss how to leverage the assets you already have to make the most of your finances for yourself and your practice. 

    If you have any questions about this podcast or Quantified Financial Partners or would like to reach out to Alex or Ryan, please visit our website, www.holistic-finance.com

    15 min
  • Episode 110 - 4 Steps to Truly do a Financial Comparison

    In this week's podcast, Ryan and Alex discuss the 4 steps you should take to do a financial comparison to see if you are on the right track for your Naturopathic practice.

    If you have any questions about this episode or want to reach out to Alex or Ryan or learn more about Quantified Financial Partners and our work with the Naturopath community, please visit our website www.holistic-finance.com

    16 min
  • Episode 109 - What is Your Financial Feedback Loop?

    In this week's episode, Ryan and Alex breakdown your financial feedback loop, how you look at your own finances and how to create a financial outlook for yourself and your practice. 

    If you have any questions about this podcast or Quantified Financial Partners, please visit us at www.holistic-finance.com where you can schedule an appointment or learn more about events and webinars that we put on for Naturopathic Physicians. 

    24 min

About Holistic Finance

From the publisher's feed

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.