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Holistic Finance
Holistic Finance episodes
- Episode 196 - How Are You Listening?
In this episdoe, Ryan and Alex discuss how you are learning in your business.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
21 min - Episode 195 - How To Choose What Repayment Plan Is Best For Your Student Loans?
In this episode Ryan and Alex discuss what repayment plan is best for your student loans.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
17 min - Episode 194 - Do Not Focus On Products, Focus On The Plan
In this episode, Ryan and Alex discuss how we tend to focus on the product and not the plan.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
14 min - Episode 193 - Are You Building An Enterprise Practice Or A Lifestyle Practice?
In this episode, Ryan and Alex discuss the difference between a lifestyle and enterprise practice.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
13 min - Episode 192 - Top 3 Metrics To Measure In Your Practice
In this episode, Ryan and Alex discuss the top three metrics you need to measure in your Naturopathic Practice.
To learn more about Quantified Financial Partners, please visit our website, www.holistic-finance.com
15 min - Episode 191 - 3 Advantages Of Creating A Key Person Retention Bonus
In this episode, Ryan and Alex discuss three advantages of creating a key person retention bonus.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
19 min - Episode 190 - Steps 9 & 10 Of Your Personal Financial Plan
In this episode, Ryan and Alex finish the 10 steps to your personal financial plan. To find a copy of this plan, please visit our website www.QuantifiedFinancial.com
To learn more about Quantified Financial Partners and how we help Naturopathic Physicians, please visit our website www.holistic-finance.com
15 min - Episode 189 - Steps 7 And 8 Of Your Personal Financial Plan
In this episode, Ryan and Alex discuss steps 7 and 8 of your personal financial plan. In order to follow along with this series of episodes, please download a copy of this plan by visiting our website www.QuantifiedFinancial.com or click HERE
To learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
21 min - Episode 188 - Steps 5 And 6 Of Your Personal Financial Plan
In this episode, Ryan and Alex continue with steps 5 and 6 of your personal financial plan. To download a copy of this plan, please visit our website www.QuantifiedFinancial.com or click HERE
To learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
23 min - Episode 187 - Step 4 Of Your Own Financial Plan
In this episode, Ryan and Alex discuss step 4 of your own financial plan. To find a copy of this plan, go to our website www.QuantifiedFinancial.com
or click HERE
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
29 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)