Holistic Finance

Holistic Finance

By Ryan Burklo and Alex CollinsBusinessInvestingManagement
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Holistic Finance episodes

  • Episode 98 - Rules of Investing

    In last week's episode, Ryan and Alex introduced you to investing. This week they follow it up with the rules of investing. Do you know what the rules are? Are you following them?

    If you have any questions for us or would like to reach out to Alex or Ryan, please visit our website www.holistic-finance.com where you can schedule an appointment or learn more about Quantified Financial Partners. 

    24 min
  • Episode 97 - Intro to Investing

    Are you new to investing or is it something that you have thought about but did not understand enough to begin? In this week's episode, Ryan and Alex give you an introduction to investing.

    If you have any questions about this episode or want to reach out to us, visit our website www.holistic-finance.com where you can answer the question of the day or schedule an appointment. 

    31 min
  • Episode 96 - 3 Action Steps to Take after You Have an Emergency Fund

    In this week's episode, Ryan and Alex discuss the 3 things you need to do after you set up your emergency fund.

    If you have any questions about this episode or are ready to answer the question of the day to choose which topic you would like to hear on our next podcasts, please visit our website www.holistic-finance.com

    15 min
  • Episode 95 - Which Retirement Plan is Right for You?

    In this week's podcast, Ryan and Alex discuss which retirement plan makes the most sense for you. Do you already have an IRA, Roth IRA or a 401K? Do you know which one you should have? 

    If you have any questions about this episode or would like to reach out to Alex or Ryan or just learn more about us, visit our website www.Holistic-Finance.com to schedule an appointment or answer the question of the day. 

    16 min
  • Episode 94 - What is the Time Value of Money?

    What is the time value of money? How do you determine if the money you are spending on your practice is worth it? In this week's episode, Ryan and Alex discuss the time value of your money and the finances of your practice. 

    If you have any questions about this episode or would like to reach out to Alex or Ryan, please visit our website www.holistic-finance.com where you can make an appointment or answer the question of the day. 

    18 min
  • Episode 93 - What is Your View of Money?

    What is your view of money? How do you look at your finances and financial goals? In this episode, Ryan and Alex discuss how to look at your money and change your view.

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

    21 min
  • Episode 92 - Interview with Pierce Dyer

    In this episode, Ryan interviews Pierce Dyer. He is the National Program Director - Naturopathic Malpractice Liability at Sprague Israel Giles, Inc. You can reach him by visiting his website https://www.siginsures.com/

    If you have any questions about this episode or want to reach out to Ryan or Alex, please visit our website www.holistic-finance.com

    34 min
  • Episode 91 - When Will Financial Education be a Priority?

    In this podcast, Ryan and Alex discuss how to make financial education a priority and not make decisions about your money without doing research. 

    If you have any questions about this episode or would like to reach out to Alex or Ryan, please visit our website www.Holistic-Finance.com to learn more about us.

    12 min
  • Episode 90 - Why You Should Have Long Term Disability Insurance

    In this episode, Ryan and Alex discuss the importance of having long term disability insurance to protect your investment as a Naturopathic Physician. Do you know what long term disability insurance is? Do you think it is too expensive? Listen to this podcast to learn more.

    If you would like to reach out to Alex or Ryan or make an appointment to discuss your finances, visit our website www.Holistic-Finance.com or email us as [email protected]

    16 min
  • Episode 89 - Stop One Day'ing Yourself

    In this week's episode, Ryan and Alex discuss how we all put off things for another day instead of following through with goals and dreams that we want to accomplish. Are there things in your life you are putting off for another day?

    If you have questions about this podcast or want to reach out to Alex or Ryan, please visit our website, www.holistic-finance.com where you can schedule an appointment or find articles and other podcasts specifically for Naturopaths. 

    12 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.