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Holistic Finance
Holistic Finance episodes
- Episode 186 - Steps 2 and 3 Of Your Own Financial Plan
In this episode, Ryan and Alex discuss parts 2 and 3 of creating your own financial plan. To find a copy of this plan, you can visit our website www.QuantifiedFinancial.com
You can also download a copy of this plan by clicking HERE
To learn more about Quantified Financial Partners, please visit our website for Naturopathic Physicians www.holistic-finance.com
35 min - Episode 185 - 10 Steps To Your Personal Financial Plan
In this episode, Ryan and Alex discuss how to create your own personal financial plan. To find a copy of this plan, please visit our website www.QuantifiedFinancial.com or download it Here
To learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
18 min - Episode 184 - Long Term Disability Insurance: Do You Need It?
In this episode, Ryan and Alex discuss how to protect your income with long term disability insurance.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
13 min - Episode 183 - 3 Areas A Good Financial Advisor Will Help With
In this episode, Ryan and Alex discuss three areas of your finances that a good financial advisor will help with.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
16 min - Episode 182 - Do You Have A Wealth Building Account?
In this week's episode, Ryan and Alex discuss a wealth building account and whether or not you have one.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
To read the article referred to in this podcast, please click the link below to go to our blog posting
https://quantifiedfinancial.com/news/do-you-have-a-wealth-building-account-5-steps-to-automate
16 min - Episode 181 - Spreadsheet Math VS Real Life Math
In this episode, Ryan and Alex discuss spreadsheet math and real life math and why you need to use both.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
15 min - Episode 180 - How To See Your Finances On One Page
In this episode of Holistic Finance, Ryan discusses how to see your finances on one page and help simplify them.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
20 min - Episode 179 - Top 5 Reasons Naturopathic Doctors Work with Financial Advisors
In this episode, Ryan and Alex discuss the top five reasons that Naturopathic Physicians work with financial advisors.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
22 min - Episode 178 - How Is Your Entire Balance Sheet Allocated?
In this episode, Ryan and Alex will discuss understanding how your assets are allocated and looking at your various investments.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
18 min - Episode 177 - 7 Financial Steps To Take For The New Year
In this episode, Ryan and Alex discuss the 7 financial steps you should take for the new year.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
22 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)