Holistic Finance

Holistic Finance

By Ryan Burklo and Alex CollinsBusinessInvestingManagement
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Holistic Finance episodes

  • Episode 58 - Interview with Michael Safren

    In this week's podcast, Ryan interviews Michael Safren, an attorney who specializes in business law. They discuss the legal side of your practice on topics such as LLC and employees. If you would like to get in touch with Michael Safren, visit his website www.JennyLingLaw.com or if you want to contact us or have any questions about this podcast, please visit our website www.holistic-finance.com to schedule an appointment or send us an email. 

    40 min
  • Episode 57 - Long Term Disability Insurance and How it Works

    What would happen if you woke up tomorrow and could not go to work because of an illness or injury? Do you have long term disability insurance and do you know how it works? In this podcast episode, Ryan and Alex discuss what long term disability insurance is and how it works to protect your income. 

    If you have any questions for Alex or Ryan or would like to reach out and make an appointment, please visit our website          www.holistic-finance.com

    21 min
  • Episode 54 - How to retain your best employees

    In this week's podcast, Ryan and Alex discuss how to keep those key employees in your practice that have become an integral part of your success. If you have any questions for Alex or Ryan or want to reach out and make an appointment, please visit our website at www.holistic-finance.com

    21 min
  • Episode 53 - How to move from practitioner to business CEO with Andrea Maxim

    In this week's podcast, Ryan interviews Dr. Andrea Maxim, ND, a practicing naturopathic doctor, author, and business mentor. If you would like to reach out to Andrea, you can visit her website  www.themaximmovement.com or www.maximizedbusiness.ca or find her on Instagram at @AndreaMaximND. She also records a podcast, The Profitable Practice Podcast, which you can find wherever you listen to podcasts. If you would like to reach out to Ryan, please visit our website www.holistic-finance.com to schedule an appointment or ask any questions that you have. 

    35 min
  • Episode 52 - When to set up a 401k, Simple IRA or Personal IRA

    Do you know the difference between a 401K, Simple or Personal IRA or why you should choose one? In this week's podcast, Ryan and Alex discuss each one and why you should choose one over the other. If you have any questions about this episode or want to reach out to Alex or Ryan or just learn more about Quantified Financial Partners, please visit our website at www.holistic-finance.com to schedule an appointment.

    20 min
  • Episode 51 - What's Your Vision? 3 Steps to Take

    What is the vision for your practice? Have you thought about where you want your practice to go in the future? In this week's podcast, Ryan and Alex discuss 3 steps to take to build the practice you want. If you want to reach out to us or learn more about us, please visit our website at www.holistic-finance.com where you can schedule an appointment.

    21 min
  • Episode 50 - Why Hire a Financial Advisor?

    If you have ever wondered why you should hire a financial advisor, in this week's episode, Ryan and Alex explain what value they can bring to your practice. If you have any questions about this episode or if you want to speak with Alex or Ryan, please visit our website at www.holistic-finance.com where you can learn more about us or schedule an appointment. 

    21 min
  • Episode 49 - 3 Steps to Build Your Practice

    In this week's podcast, Ryan and Alex discuss the steps that they have taken to build their financial advising practice and how it can relate and help Naturopaths build their practice. 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 to schedule an appointment or learn more about us. 

    25 min
  • Episode 48 - What is a marketing plan?

    In today's episode, Ryan and Alex are helping you figure out what a marketing plan is and how it will be helpful for your practice. Do you have a marketing plan? Do you know how to implement it to boost your practice? If you want to learn more about Ryan and Alex or want to listen to more episodes, visit our website www.holistic-finance.com where you can schedule an appointment or subscribe to our podcast. 

    28 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.