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) New York, NY. PAS is an indirect, wholly owned subsidiary of Guardain. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian #2019-84324 Exp 08/21
Episode 96 - 3 Action Steps to Take after You Have an Emergency Fund
In this week's episode, Ryan and Alex discuss the 3 things you need to do after you set up your emergency fund.
If you have any questions about this episode or are ready to answer the question of the day to choose which topic you would like to hear on our next podcasts, please visit our website www.holistic-finance.com
Episode 95 - Which Retirement Plan is Right for You?
In this week's podcast, Ryan and Alex discuss which retirement plan makes the most sense for you. Do you already have an IRA, Roth IRA or a 401K? Do you know which one you should have?
If you have any questions about this episode or would like to reach out to Alex or Ryan or just learn more about us, visit our website www.Holistic-Finance.com to schedule an appointment or answer the question of the day.
Episode 94 - What is the Time Value of Money?
What is the time value of money? How do you determine if the money you are spending on your practice is worth it? In this week's episode, Ryan and Alex discuss the time value of your money and the finances of your practice.
If you have any questions about this episode or would like to reach out to Alex or Ryan, please visit our website www.holistic-finance.com where you can make an appointment or answer the question of the day.
Episode 93 - What is Your View of Money?
What is your view of money? How do you look at your finances and financial goals? In this episode, Ryan and Alex discuss how to look at your money and change your view.
If you would like to reach out to Alex or Ryan to make an appointment or just learn more about Quantified Financial Partners, visit our website www.holistic-finance.com
Episode 92 - Interview with Pierce Dyer
In this episode, Ryan interviews Pierce Dyer. He is the National Program Director - Naturopathic Malpractice Liability at Sprague Israel Giles, Inc. You can reach him by visiting his website https://www.siginsures.com/
If you have any questions about this episode or want to reach out to Ryan or Alex, please visit our website www.holistic-finance.com
Episode 91 - When Will Financial Education be a Priority?
In this podcast, Ryan and Alex discuss how to make financial education a priority and not make decisions about your money without doing research.
If you have any questions about this episode or would like to reach out to Alex or Ryan, please visit our website www.Holistic-Finance.com to learn more about us.