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Holistic Finance

Author: Ryan Burklo and Alex Collins

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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)
207 Episodes
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This will be the final episode of Holistic Finance podcast. If you would like to reach out to Ryan and Alex, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss the most underutilized accounts that people should use in their financial planning. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss how they believe more people should invest like a mortgage.  If you have any questions about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss how most beliefs are self-validating. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss how to be financially savvy without compromising parenthood.  If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss whether advice you are getting is good advice or advice that just sounds good. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan discusses are you present with your family when you spend time with them, If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss are you valuing your time.  If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss why naturopathic clinics typically sell for only 1 times the revenue that they bring in and why that is an issue. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss five key takeaways from the book Psychology of Money by Morgan Housel. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episdoe, Ryan and Alex discuss how you are learning in your business.  If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode Ryan and Alex discuss what repayment plan is best for your student loans. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss how we tend to focus on the product and not the plan. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss the difference between a lifestyle and enterprise practice.  If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss the top three metrics you need to measure in your Naturopathic Practice. To learn more about Quantified Financial Partners, please visit our website, www.holistic-finance.com  
In this episode, Ryan and Alex discuss three advantages of creating a key person retention bonus.  If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex finish the 10 steps to your personal financial plan. To find a copy of this plan, please visit our website www.QuantifiedFinancial.com To learn more about Quantified Financial Partners and how we help Naturopathic Physicians, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss steps 7 and 8 of your personal financial plan. In order to follow along with this series of episodes, please download a copy of this plan by visiting our website www.QuantifiedFinancial.com  or click HERE To learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex continue with steps 5 and 6 of your personal financial plan. To download a copy of this plan, please visit our website www.QuantifiedFinancial.com or click HERE To learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
In this episode, Ryan and Alex discuss step 4 of your own financial plan. To find a copy of this plan, go to our website www.QuantifiedFinancial.com  or click HERE If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com  
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