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Holistic Finance
Holistic Finance episodes
- Episode 126 - Top 3 Mistakes Experienced Naturopathic Doctors Make and How to Avoid Them
In this episode, Ryan and Alex discuss the top 3 mistakes that Naturopathic Doctors make in their practice and ways to mitigate them.
If you would like to learn more about Quantified Financial Partners and how we help the ND community with their practice and their finances, please visit our website www.holistic-finance.com
14 min - Episode 125 - 3 Steps to Take to Work on Your Money Mindset
In this week's episode, Ryan and Alex discuss the 3 things you should do to change your mind about money.
If you would like to learn more about Quantified Financial Partners or how we help the Naturopathic Community, please visit our website www.holistic-finance.com where you can schedule an appointment or find other podcasts and articles specifically created for you.
13 min - Episode 124 - Why You Should Listen to This Podcast?
In this week's podcast, Ryan and Alex discuss why they started this podcast. They have both had personal histories with Naturopathic medicine and attribute it to helping themselves and their families overcome health adversities.
If you would like to learn more about Quantified Financial Partners and how Ryan and Alex work with Naturopathic Physicians, please visit our website www.holistic-finance.com
14 min - Episode 123 - What is the 4 Percent Rule?
In this week's episode, Ryan and Alex discuss what the 4 percent rule is and what it means for your retirement goals. Do you know what the 4 percent rule is?
If you would like to learn more about Quantified Financial Partners and how they work with Naturopathic Physicians or if you would like to reach out to Alex and Ryan, please visit our website www.holistic-finance.com
12 min - Episode 122 - What is a Back Door Roth IRA?
In this week's episode, Ryan and Alex break down what a Back Door Roth IRA is and why you would want to set one up or if it make sense for you.
If you have any questions for us or want to learn more about Quantified Financial Partners, please visit our website at www.holistic-finance.com to see how we work with the Naturopathic Community.
14 min - Episode 121 - A Simple Formula
In this episode, Ryan and Alex break down a simple formula for Naturopathic Physicians to find success in their personal and business finances.
If you would like to learn more about Quantified Financial Partners and how they help the Naturopathic Community, please visit our website www.holistic-finance.com
12 min - Episode 120 - Is the Market Overvalued?
Is the market overvalued? Do you listen to the media's portrayal of the market? In this episode, Ryan and Alex discuss if they think the market is overvalued and how you can make decisions about your investments.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com where you can schedule an appointment or find articles for Naturopathic Physicians.
20 min - Episode 119 - How to become Financially Confident
What steps are you taking to become financially confident? In this episode, Ryan and Alex break down the 4 ways in which you can become financially confident in 2022.
If you would like to learn more about Quantified Financial Partners and how we work with Naturopathic Physicians like you, please visit our website www.holistic-finance.com
17 min - Episode 118 - Producer vs Consumer
In this week's episode, Ryan and Alex discuss the difference between being a consumer vs being a producer. Do you know who you are and how it affects your finances?
If you have any questions about this podcast or want to learn more about how Quantified Financial Partners helps Naturopathic Physicians like you, please visit our website www.holistic-finance.com
16 min - Episode 75 - Dr. Kelsey Klausmeyer Interview
In this week's podcast, we re-release one of our most popular episodes, an interview with Dr. Kelsey Klausmeyer, a Naturopathic Physician and business owner based in Seattle, Washington. Dr. Klausmeyer practices primary care naturopathic medicine with a specialty in obesity medicine and is the President of the Washington Association of Naturopathic Physicians. You can learn more about him by visiting his website at https://icmedicine.com/
You can learn more about Quantified Financial Partners and how we help Naturopathic Physicians at our website www.holistic-finance.com
28 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)