53 episodes

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

 

Holistic Finance Ryan Burklo and Alex Collins

    • Investing
    • 5.0, 2 Ratings

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 53 - How to move from practitioner to business CEO with Andrea Maxim

    Episode 53 - How to move from practitioner to business CEO with Andrea Maxim

    In this week's podcast, Ryan interviews Dr. Andrea Maxim, ND, a practicing naturopathic doctor, author, and business mentor. If you would like to reach out to Dr. Andrea Maxim, you can visit her website  www.themaximmovement.com or www.maximizedbusiness.ca or find her on Instagram at @AndreaMaximND. She also records a podcast, The Profitable Practice Podcast, which you can find wherever you listen to podcasts. If you would like to reach out to Ryan, please visit our website www.holistic-finance.com

    • 34 min
    Episode 52 - When to set up a 401k, Simple IRA or Personal IRA

    Episode 52 - When to set up a 401k, Simple IRA or Personal IRA

    Do you know the difference between a 401K, Simple or Personal IRA or why you should choose one? In this week's podcast, Ryan and Alex discuss each one and why you should choose one over the other. If you have any questions about this episode or want to reach out to Alex or Ryan or just learn more about Quantified Financial Partners, please visit our website at www.holistic-finance.com to schedule an appointment.

    • 19 min
    Episode 51 - What's Your Vision? 3 Steps to Take

    Episode 51 - What's Your Vision? 3 Steps to Take

    What is the vision for your practice? Have you thought about where you want your practice to go in the future? In this week's podcast, Ryan and Alex discuss 3 steps to take to build the practice you want. If you want to reach out to us or learn more about us, please visit our website at www.holistic-finance.com where you can schedule an appointment.

    • 21 min
    Episode 50 - Why Hire a Financial Advisor?

    Episode 50 - Why Hire a Financial Advisor?

    If you have ever wondered why you should hire a financial advisor, in this week's episode, Ryan and Alex explain what value they can bring to your practice. If you have any questions about this episode or if you want to speak with Alex or Ryan, please visit our website at www.holistic-finance.com where you can learn more about us or schedule an appointment.

    • 20 min
    Episode 49 - 3 Steps to Build Your Practice

    Episode 49 - 3 Steps to Build Your Practice

    In this week's podcast, Ryan and Alex discuss the steps that they have taken to build their financial advising practice and how it can relate and help Naturopaths build their practice. If you have any questions about this podcast or want to reach out to Alex or Ryan, please visit our website www.Holistic-Finance.com to schedule an appointment or learn more about us. 

    • 24 min
    Episode 48 - What is a marketing plan?

    Episode 48 - What is a marketing plan?

    In today's episode, Ryan and Alex are helping you figure out what a marketing plan is and how it will be helpful for your practice. Do you have a marketing plan? Do you know how to implement it to boost your practice? If you want to learn more about Ryan and Alex or want to listen to more episodes, visit our website www.holistic-finance.com where you can schedule an appointment or subscribe to our podcast. 

    • 27 min

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