Holistic Finance

Holistic Finance

By Ryan Burklo and Alex CollinsBusinessInvestingManagement
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Holistic Finance episodes

  • Episode 78 - What Generational Experience Have You Had with Money?

    In this episode of Holistic Finance, Ryan and Alex discuss America's historical experience with money. What are your generational experiences with money and how has your families' beliefs about finance made you think about your money?

    If you have any questions about this podcast or would like to reach out to Alex or Ryan about your finances in 2021, please visit our website www.holistic-finance.com where you can schedule an appointment, answer the question of the day or learn more about us. 

    22 min
  • Episode 77 - What is the difference between a mission and a vision statement?

    In this week's podcast, Ryan and Alex discuss the difference between a vision and a mission statement? Do you know the difference? Do you have a mission and a vision statement for your practice or your life?

    If you would like to reach out to Alex or Ryan or schedule an appointment with them, please visit our website www.holistic-finance.com to find out how to get in touch with us in 2021.

    21 min
  • Episode 75 - Dr. Kelsey Klausmeyer Interview

    In this week's podcast, Ryan interviews Dr. Kelsey Klausmeyer of the Institute of Complementary Medicine in Seattle, Washington. He is also the current president of the Washington Association of Naturopathic Physicians. To learn more about Dr. Klausmeyer, visit his website https://icmedicine.com  If you would like more information about the WANP, please visit their website https://wanp.org 

    If you would like to learn more about us or have questions for Ryan or Alex, please visit our website www.holistic-finance.com

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

    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.

    20 min
  • Episode 73 - Can merging practices bring value?

    In this episode, Ryan and Alex discuss merging practices. Have you ever thought about merging your practice with another naturopathic physician? What are your fears in taking this next step? If you have any questions about this podcast or want to reach out and schedule an appointment with Alex or Ryan, please visit our website www.holistic-finance.com

    18 min
  • Episode 72 - What is Your Moment of Wealth?

    In this episode, Ryan and Alex discuss your moment of wealth. During this holiday season, can you contemplate your moment of wealth? We hope you and your family have a great holiday season and if you need to reach out to us, visit our website www.holistic-finance.com. You can schedule an appointment or answer our question of the day.

     

    10 min
  • Episode 70 - What's in your portfolio?

    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

    32 min
  • Episode 69 - What drives the return of your portfolio?

    In this week's podcast, Ryan and Alex continue their series on your portfolio by asking what drives it's return. If you haven't listened to the previous episodes, go back and listen to those first.

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

    22 min
  • Episode 68 - Happy Thanksgiving

    We want to say THANK YOU for listening to our podcast this year. We are thankful for our the Naturopathic community, our listeners, our clients, our friends and family and this episode is to let you all know how much. 

    If you have any questions or want to reach out to us, please visit our website www.holistic-finance.com

    Please be careful this Thanksgiving and have a great week!

    15 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.