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Holistic Finance
Holistic Finance episodes
- Episode 146 - Personal Planning vs Business Planning
In this episode, Ryan and Alex discuss the necessity for both personal and business financial planning.
If you would like to learn more about Quantified Financial Partners and how we help Naturopathic Doctors, please visit our website www.holistic-finance.com
14 min - Episode 145 - How Often do You Talk to Your Spouse about Money?
In this episode, Ryan discusses how to talk to your spouse about money and gives examples of how he talks to his spouse.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
12 min - Episode 144 - What Value can a Financial Advisor bring to a New Naturopathic Doctor?
In this episode, Ryan and Alex discuss what a financial advisor can bring to a new Naturopathic Physician.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
12 min - Episode 143 - How to Financially Prepare for Your Aging ParentsIn this episode, Alex and Ryan discuss how to prepare yourself financially as your parents get older.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
14 min - Episode 142 - 3 Elements of Financial SuccessIn this week's episode, Ryan and Alex discuss the 3 elements they think will bring you financial success.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
23 min - Episode 141- What is the difference between a financial planner and a tax preparer's job?
In this episode, Ryan and Alex discuss the difference between a tax preparer and a financial planner and what each can do for you.
If you have any questions about Quantified Financial Planners, please visit our website, www.holistic-finance.com
10 min - Episode 140 - Top 5 Values a Financial Advisor Can Bring
In this week's podcast, Ryan and Alex discuss the top 5 values working with a financial advisor can bring you in your personal and professional life.
If you would like to learn more about Quantified Financial Partners, please visit us at www.holistic-finance.com
18 min - Episode 139 - What Type of Retirement Plan is Right for You?
In this week's episode, Ryan and Alex discuss the different types of retirement plans and why one may be right for you over another.
If you would like to learn more about Quantified Financial Partners, please visit our website, www.holistic-finance.com
16 min - Episode 138 - What Does Tax Diversification Mean?In this episode, Ryan and Alex discuss what tax diversification means and how it will affect you in retirement.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
12 min - Episode 137 - Teaching your Children about Money with Amanda Grossman
In this week's episode, Ryan interviews Amanda Grossman about her work to help educate children around finance and money. Her website www.MoneyProdigy.com is a wonderful site full or resources, videos and articles to help people teach their kids about money.
If you would like to learn more about Quantified Financial, please visit our website www.holistic-finance.com
30 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)