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Holistic Finance
Holistic Finance episodes
- Episode 136 - Where Should You be Putting Your Money?
In this episode, Ryan and Alex discuss where you should be putting your money to help your naturopathic practice more successful.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
17 min - Episode 135 - 4 Concepts to Teach Kids Age 8-11 about Money
In this week's episode, Ryan and Alex continue their discussion on teaching your children, aged 8-11, about money.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
27 min - Episode 134 - Building a Successful Practice with Drs. Andrew and Phonexay SimonIn this week's episode, Ryan interviews Drs. Andrew and Phonexay Simon, the founders of Rebel MD in Seattle, WA. They discuss how they started their practice, the lessons they learned along the way and their approach to holistic health.
If you would like to learn more about their practice, please visit their website https://rebelmednw.com/
If you would like to learn more about Quantified Financial Partners and how we can help you with the successful foundation to build a naturopathic practice, please visit our website www.holistic-finance.com
34 min - Episode 133 - Common Misunderstanding about Personal Insurance
In this week's episode, Ryan interviews Kristen Blosser, a Personal Insurance Lines Prodcuer at Sprague Israel Giles, LLC. They discuss common misunderstandings about car and home insurance.
If you would like to reach out to Kristen, you may call her at 206-957-7042 or email her at [email protected]
If you would like to learn more about Quantified Financial Partners, you can reach us at www.holistic-finance.com
48 min - Episode 132 - 4 Concepts to Teach Children Age 4-7 about Money
In this week's episode, Ryan and Alex discuss 4 concepts to teach your children, aged 4-7, about money and finances.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
21 min - Episode 131 - Estate Planning with Attorney Jenny LingIn this episode, Ryan interviews Jenny Ling, an estate planning attorney in Seattle, WA. They discuss the importance of having your documents prepared, the difference between and will and a trust and other topics like power of attorney. If you would like to reach out to Jenny Ling, her phone number is (206) 859-5098 and her website is https://www.jennylinglaw.com/
If you would like to learn more about Quantified Financial Partners, please reach out to us by visiting our website www.holistic-finance.com
26 min - Episode 130 - How to Attack Your Student Loans?
In this episode, Ryan and Alex discuss how to pay your student loans and the many options you have that you might not think about.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
20 min - Episode 129 - The Market is Down, So What Should You Do?
This week's podcast is a follow up to last week's episode about the stock market volatility. If you have not listened to that episode, go back to it now.
If you would like to learn more about Quantified Financial Partners and what Ryan and Alex do for the Naturopathic Community, visit our website www.holistic-finance.com
21 min - Episode 128 - What is going on in the Stock Market?
In this episode, Ryan and Alex discuss the volatility in the stock market and the reasons for the highs and lows.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
15 min - Episode 127 - Why You Should Care about Liquidity in Retirement, NowIn this week's podcast, Ryan and Alex discuss the need for liquidity during your retirement years and how you need to plan for this in your working years.
If you would like to learn more about Quantified Financial Partners, please reach out to us by visiting our website www.holistic-finance.com
13 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)