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Holistic Finance
Holistic Finance episodes
- Episode 37 - Disaster Planning for your Business
In this episode, Alex and Ryan talk about disaster planning for your practice. During this time, it reminds us that bad things can happen and happen unexpectedly. Do you have a plan in place for your practice? If you have any questions about this podcast or want to reach out to us, please visit our website at www.holistic-finance.com
26 min - Episode 36 - What type of practice are you building?
In this week's podcast, Ryan and Alex discuss the two different types of practice's that most Naturopathic doctors are building. Do you know if you are building a lifestyle or an enterprise practice? After listening to this episode, you will know the difference and why each one has it's own advantages. If you would like to reach out about this episode or have questions for Alex or Ryan, please visit our website www.holistic-finance.com
29 min - Episode 35 - Finances, an ounce of prevention vs a pound of cure
In this week's podcast, Ryan and Alex discuss finances and how just like physical ailments, it is better to treat the underlying cause of the problem than to just fix the symptoms. If you have questions about this podcast or want to reach out to Alex or Ryan, please visit our website at www.holistic-finance.net
26 min - Episode 34 - Which is more important personal or business financial planning
In this week's episode, Ryan and Alex discuss how important it is to plan both the personal and business side of your financial planning. Most people think of one or the other, but both are just as important for your future goals. If you have any questions about this podcast or want to reach out to Alex or Ryan, visit www.holistic-finance.com
20 min - Episode 33 - Attracting and Retaining Key Employees
In this week's podcast, Ryan and Alex discuss how to attract and retain your key employees. These employees can help increase the revenue in your business, help keep things running in your absence and be the one you will leave your practice to when you retire. If you have any questions about this podcast or want to reach out to Alex or Ryan, visit www.holistic-finance.com and find ways to contact them or answer the question of the day.
24 min - Episode 32 - Dr. Jaquel Patterson Interview
In this week's episode, Ryan interviews Dr. Jaquel Patterson, a nationally recognized and experienced naturopathic physician and medical director of Fairfield Family Health based in Fairfield, CT. She has recently written Natural Preneurs, a book to show integrative healthcare practitioners how they can start and build a successful practice. To contact Dr. Patterson, visit her website at https://drjaquelnd.com and to get a signed, paper copy of her book, visit www.naturalpreneurspresale.com
29 min - Episode 31 - 3 common valuation methods and why you should care
In this week's podcast, Ryan and Alex discuss how to value your practice. A taboo topic for some in the naturopath world, is talking about how much money your practice is worth, but Ryan and Alex talk about how important it is to know. If you have questions or thoughts about the podcast, visit us at www.holistic-finance.com and let us know. You will also find ways to contact Ryan and Alex about setting up an appointment there.
22 min - Episode 30 - Roth, to convert or not convert
Roth conversions are becoming more popular due to changes in the tax rates. In this week's episode, Ryan and Alex discuss why converting your Roth should be something you think about or why you should not do this right now.
14 min - Episode 29 - 5 Ways to talk to your parents about money
Ryan and Alex delve into a difficult topic this week, discussing money with your parents and particularly, their money. As our parents age, it increasingly becomes our job to take care of them and their finances. It is important to begin the conversation of money early so that everyone can be informed. This is a very important podcast.
18 min - Episode 28 - 7 Biggest Financial Mistakes Part 2
This is the second part in a two part episode where Ryan and Alex break down the top 7 financial mistakes many of their clients have told them they have made. If you haven't listened to episode 27 yet, go back and listen to that one first. This episode covers the last 3 mistakes. Ryan and Alex also wrote a booklet on these 7 financial mistakes and you can get a copy of this booklet by clicking HERE or by going to our website and scrolling down on the homepage, www.QuantifiedFinancial.com
19 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)