Holistic Finance

In today’s episode, we will hear from Pierce Dyer, the Medical Malpractice Program Manager at Sprague Israel Giles in Seattle. The discussion revolves around medical malpractice insurance, what it is, and why you should have it when you start your career. Pierce’s expertise in the field of medical malpractice insurance is immense and this podcast is important for naturopathic physicians.

If you are ready to make your financial stability a priority, it is the right time to talk to a financial advisor. Just like when you are ready to make health changes and work out or see a personal trainer, you have to make your finances important to you. So if you're actually concerned about finances, whether it is paying off debt or getting your bills in order or if you just want to become more efficient with your finances, you should seek a financial advisor.

Today's episode is going to be an interview with Nick Wilson, a local mortgage lender and advisor with an area of expertise around helping his clients with buying, refinancing, and getting mortgages. We will do a holistic viewpoint of what you should be considering when we're looking at that type of loan and that type of asset class.

Today’s conversation is going to be around the exit of your business. At some point, you will leave your practice and you need to have a plan in place on how to make this transition. Ryan and Alex will discuss the concerns about selling the practice and how to make this process as painless as possible.

Ryan and Alex talk about how to protect your cash flow and grow your wealth. They also help you understand the three buckets of money, short term, middle and long term buckets and what each of those are for.

What is your understanding of what is your most important financial resource? How do we make financial decisions? Cash flow is king, protection is a must and where you put your money matters.

Introduction to Holistic Finance Podcast, a podcast for Naturopathic Physicians focusing on building wealth and simplifying your finances. Your hosts Ryan Burklo and Alex Collins are financial advisors based in Seattle, Washington.