Holistic Finance

Holistic Finance

By Ryan Burklo and Alex CollinsBusinessInvestingManagement
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Holistic Finance episodes

  • Episode 67 - What's the Difference between the Economy and the Stock Market?

    In this week's episode, Ryan and Alex break down the difference between the stock market and the economy and why some people think they are the same thing. If you have any questions about this podcast or would like to reach out and talk to Ryan or Alex, please visit our website at www.holistic-finance.com where you can schedule an appointment and learn more about how we interact with the Naturopath community. 

    24 min
  • Episode 66 - What are you comparing your portfolio to?

    In this week's podcast, Ryan and Alex ask what you are comparing your portfolio against. Is it the S&P 500 Index or the Dow Jones Industrial? Do you know why you are invested in what you are currently invested in? 

    If you have any questions or would like to talk to Alex or Ryan or schedule an appointment with them, please visit our website www.holistic-finance.com

    22 min
  • Episode 65 - What's Your Plan for Debt?

    In this episode, Ryan and Alex discuss debt and your plan for tackling debt. Do you have a plan and if you do, are you disciplined in staying on top of the debt?

    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 an appointment. 

    22 min
  • Episode 63 - How to Separate Personal from Business Finances

    Do you know how to separate your personal from your business finances? In this week's episode, Ryan and Alex discuss the ways to organize your finances and the importance of keeping them apart. 

    If you have any questions about this podcast or would like to reach out to Alex or Ryan, please visit our website at www.holistic-finance.com to schedule an appointment. 

    22 min
  • Episode 62 - Strategies for College Planning

    In this week's podcast, Ryan and Alex wrap up their discussion on ways to pay for your child's college. This episode revolves around the different strategies Alex and Ryan have used with their clients. 

    If you would like to learn more about us or want to reach out and schedule an appointment, please visit our website at www.holistic-finance.com or if you want to learn more about college planning, go to our website on this topic www.quantifiedfinancial.com/college-planning where you can find more podcasts and articles on how to pay for college. 

    18 min
  • Episode 61 - Funding Vehicles for College Planning

    In this podcast episode, Ryan and Alex continue their discussion on college planning with the different ways you can save and pay for your child's college. If you did not listen to last week's podcast, go do that now. We have set up a website for college planning at www.quantifiedfinancial.com/college-planning where you can find more podcast and articles. If you want to reach out to Alex or Ryan, you can make an appointment there or learn more about Holistic Finance at our website www.holistic-finance.com 

    21 min
  • Episode 61 - 3 Things More Important than a 529 Plan

    In this week's podcast, Ryan and Alex discuss what you should do before putting money away for your child's college. Have you thought about saving for college? Before you start that 529 plan, listen to this podcast and make sure you have done these 3 things first. 

    If you would like to contact Ryan or Alex or have questions about college planning, please visit our website at www.holistic-finance.com where you can make an appointment or email us. 

    13 min
  • Episode 60 - Interview with Dr. Sean Hesler

    In this week's episode, Ryan interviews Dr. Sean Hesler. ND, is the Executive Director of Naturopaths Without Borders. Before graduating from Southwest College of Naturopathic Medicine, Dr. Sean accumulated over 300 clinical hours in global health while elevating NWB from a student organization to the global organization it is today. He co-founded the MamaBaby Haiti birth center in Cap Haitien as Medical Director and Staff Physician for 9 months and now travels between NWB’s sites in Haiti, Mexico, and Phoenix. 

    If you want to reach out to Dr. Sean Hesler, you can find him on Facebook at Naturopaths without Borders or to his email [email protected]

    If you have any questions about this podcast or want to get in touch with us, please visit our website www.Holistic-Finance.com where you can make an appointment or learn more about the work we do with Naturopathic Physicians. 

    42 min
  • Episode 59 - 5 Layers of Success

    In this week's episode of Holistic Finance, Ryan and Alex discuss the 5 Layers of Success to help you in your naturopathic practice. If you have any questions on this podcast or want to reach out to us at Quantified Financial Partners, please visit our website www.holistic-finance.com where you can send us an email or make an appointment with Alex or Ryan. 

    35 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.