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Holistic Finance
Holistic Finance episodes
- Episode 47 - Who is your financial quarterback?
In this week's podcast, Ryan and Alex discuss who your financial quarterback is. Do you have someone in your life that helps you make decisions about your finances or who seems to know everything there is to know about taxes and retirement? Having someone who is knowledgeable and can help you navigate these topics is important. If you want to learn more about Alex and Ryan or about this podcast, please visit our website www.holistic-finance.com
22 min - Episode 46 - Interview with AANP President Dr. Kachko
In this episode, Ryan interviews Dr. Robert Kachko, the President of the American Association of Naturopathic Physicians. Robert Kachko ND, LAc is a recognized expert in the fields of chronic pain, neurodegenerative (brain) disease, cardiovascular (heart) disease, and metabolic syndromes. His passion is helping people prevent and reverse the chronic diseases of aging they worry about through Naturopathic and Integrative Medicine. To that end, he works to expand access to these approaches through advocacy, national lectures, and media appearances.
If you have any questions for us, visit our website www.Holistic-Finance.com to make an appointment, reach out and let us know how we can help you.
35 min - Episode 45 - Do you have balance across your assets?
In this week's episode, Ryan and Alex continue their discussion on having an integrative approach to your finances. This week they go a deeper and discuss having balance across your assets. If you have any questions about this podcast or want to have a conversation with Alex or Ryan, please visit our website where you will find articles and more podcasts created especially for naturopathic physicians www.holistic-finance.com
25 min - Episode 44 - Integrative Approach to Your Finances
In this week's podcast, Ryan and Alex discuss an integrative approach to your finances. Just like in your practice, you have to look at the pieces of your financial picture to see everything clearly. By looking at the protection, assets, liabilities and cash flow, you can see what your total financial life looks like. If you have any questions for Alex or Ryan or want to reach out to us, please visit our website www.holistic-finance.net
30 min - Episode 43 - Art of People - Interview with Best Selling Author Dave Kerpen
In this week's episode, Ryan interviews Dave Kerpen, best-selling author of the book The Art of People: 11 Simple People Skills That Will Get You Everything You Want. He is also a key note speaker and the founder and Chairman of Likeable Media, an award-winning social media and word-of-mouth marketing agency for big brands. If you would like to learn more about Dave, visit his website www.davekerpen.com and if you would like to purchase his best selling book, visit Amazon.com. If you would like to speak with Ryan or Alex, visit our website, www.holistic-finance.com
30 min - Episode 42 - What is the Institute for Natural Medicine? Interview with Dr. Michelle SimonIn this week's episode, Ryan interviews Dr. Michelle Simon of the Institute for Natural Medicine. She discusses the profession of Natural Medicine and its importance. If you would like to learn more about INM, visit the website https://naturemed.org/ There is also a resource page we have for the COVID situation: https://naturemed.org/online-housecall-series/ They are also working on a campaign to raise awareness about the availability of NDs via telemedicine at the moment. If anyone has an interest in helping connect the public to NDs in order to foster understanding about how their immune system works and how to best support it, visit the INM website. Here is the link to donate: https://interland3.donorperfect.net/weblink/WebLink.aspx?name=E199465&id=6 If you would like to learn more about us or subscribe to our podcast, please visit www.holistic-finance.com24 min
- Episode 41 - What's Your Exit Strategy?
In this week's podcast, Ryan and Alex discuss your exit strategy. Do you have a plan in place for when you retire from your practice? The value of the business that you have built, who you plan to have takeover the business when you leave and the patients that have trusted you over the years are just a few things you need to consider when planning your exit strategy. If you have questions about this podcast or want to get in touch with Alex or Ryan, visit our website at www.holistic-finance.com
29 min - Episode 40 - Personal Disaster Planning
In this week's episode, Ryan and Alex discuss the importance of having your personal finances in order. It is difficult to focus on your practice, when you are having personal financial issues. If you have any questions about this podcast or want to reach out to Alex or Ryan to discuss this topic or any of the other topics they have covered, visit our website at www.holistic-finance.com
32 min - Episode 39 - Interview with Nicolas Cole
Nicolas Cole is an author, Top Writer on Quora, and the founder and Editor-In-Chief of Digital Press. His work has acquired over 30 million views online, and has been published in Time, Forbes, Fortune, Business Insider, CNBC, and more. He is best known for writing about creativity, entrepreneurship, and personal growth. He recently co-authored the book Slow Down, Wake Up: 150 Short Meditations for a More Present Life with Dr. Matthew Jones.
If you want to learn more about Nicolas, visit his website www.NicolasCole.com and if you have more questions for us about this podcast visit www.holistic-finance.com
33 min - Episode 38 - Interview with Christopher Burgess
In this week's podcast, Alex interviews Christopher Burgess. Christopher served 30 years with the Central Intelligence Agency. He was also a senior security advisor with Cisco Aystems and is the coauthor of the book Secrets Stolen, Fortunes Lost: Preventing Intellectual Property Theft and Economic Espionage in the 21st Century. He is the founder of Securely Travel and Senior Online Safety. If you want to reach Christopher, visit his website at https://www.burgessct.com/.
If you have any questions about this podcast or want to reach out to us, visit our website www.holistic-finance.com
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.
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)