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Holistic Finance
Holistic Finance episodes
- Episode 176 - 3 Steps You Should Take for Your 2023 Financial Planning
In this episode, Ryan talks about 3 steps you should take for your 2023 financial planning.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
15 min - Episode 175 - What is Asset Allocation?
In this episode, Alex and Ryan discuss what asset allocation is in your portfolio.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
22 min - Episode 174 - What is Active VS Passive Investing?
In this episode, Ryan and Alex discuss the difference between active versus passive investing.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
21 min - Episode 173 - Investing 101. What Rules are You Breaking?
In this episode, Ryan and Alex discuss the basics of investing.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
30 min - Episode 172 - 3 Tips for Holiday Spending
In this episode, Ryan and Alex discuss three tips to help keep your holiday spending under control.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
27 min - Episode 171 - How to Know if You Are Building Your Practice Tactically or Stratigically
In this episode, Ryan and Alex discuss the difference between strategies and tactics and how to know how you are building your practice.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
19 min - Episode 170 - 3 Financial Concepts We Are Thankful For
In this episode, Ryan and Alex discuss the top three financial concepts that they have learned about over the years that they are thankful for and want to share with you.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
32 min - Episode 169 - 3 Reasons To Have An Emergency Fund You Have Not Heard Of
In this episode, Ryan and Alex discuss three reasons to have an emergency fund that you have not heard of and may not have thought about.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
19 min - Episode 168 - What is Going on with The Economy?
In this episode, Ryan and Alex discuss the volatility in the economy and how this might affect your retirement.
If you have any questions about Quantified Financial Partners, please visit our website www.holistic-finance.com
18 min - Episode 167 - What is the Difference between an Investment Manager and a Financial Planner?
In this episode, Ryan and Alex discuss the difference between an investment manager and a financial planner and why you should work with one over another.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
15 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)