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Holistic Finance
Holistic Finance episodes
- Episode 108 - Accelerate Your Practice
In this week's episode, Ryan and Alex discuss their upcoming webinar series for Naturopathic Physicians titled Accelerate Your Practice: A Master Class. If you would like to learn more about this series, attend the introductory webinar on September 7th.
Click Here to Register
If you cannot attend, but would like to learn more, please visit our website www.holistic-finance.com where you can schedule an appointment to talk to Ryan or Alex.
9 min - Episode 107 - 3 Unconventional Steps to Building Your Practice
In this episode, Ryan and Alex break down the 3 steps they think will help build your practice and they are probably not things you would think of.
If you have any questions for Alex or Ryan or would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
15 min - Episode 106 - How Much Life Insurance do You Need?
In this week's episode, Ryan and Alex break down the importance of life insurance, understanding why you need it and how much you will need for your family.
If you have any questions for Ryan or Alex or want to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
27 min - Episode 105 - 2 New Washington State Tax Laws
Are you aware of the two new tax laws that will be implemented soon in Washington state? If not, this is an important episode for you.
If you have any questions about this episode or would like to talk to Alex or Ryan or learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
13 min - Episode 104 - How to Calculate How Much You Will Need in Retirement
In this week's episode, Ryan and Alex discuss how to calculate how much money you will need to retire.
If you have any questions about this episode or would like to reach out to Alex or Ryan or learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
18 min - Episode 103 - First 5 Financial Steps
What are the first five financial steps you need to take in order to build a successful Naturopathic Practice? If you do not know, you need to listen to this episode.
If you have any questions for us or would like to reach out to Ryan or Alex, please visit our website www.holistic-finance.com where you can schedule an appointment or learn more about Quantified Financial Partners.
17 min - Episode 102 - Why You Don't Really Hate Money
You have heard people say that they hate money, but they don't really hate money. What is your relationship with money and do you think you hate it?
If you have any questions about this podcast or would like to speak with Alex or Ryan, please visit our website at www.holistic-finance.com where you can schedule an appointment or learn more about Quantified Financial Partners.
16 min - Episode 101 - Where are you emotional about investing?
In this week's podcast, Ryan and Alex discuss where you are emotional about investing and may not know it. Do you have an emotional response to investing your money?
If you have any questions for us or want to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
17 min - Episode 100 - What fees are you paying inside your investments?
In this week's podcast, Ryan and Alex discuss the fees inside your investments. Where do they come from and why are you paying them?
If you have any questions about this episode or want to speak with Alex or Ryan or learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com.
17 min - Episode 99 - Where does rate of return come from?
In this episode, Ryan and Alex discuss where rate of return comes from. This is the third episode discussing the basics of investing. If you have not listened to the previous two episodes, do that now.
If you have any questions for Alex or Ryan or would like to schedule an appointment or just learn more about us, please visit our website www.holistic-finance.com
23 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.
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)