150 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

    • Business
    • 5.0 • 3 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 149 - How Do You Look at Your Numbers will Bill Hershey

    Episode 149 - How Do You Look at Your Numbers will Bill Hershey

    In this episode, Ryan interviews Bill Hershey, a business coach, strategic advisor and bookkeeper that works with Naturopathic Doctors to help them succeed financially. He has over 15 years of experience helping NDs run a profitable business. To learn more about Bill, please visit his website https://www.lifestream-bewell.com/about-me
    His practice, Life Stream Bookkeeping, can be found https://www.lifestream-bewell.com/
    You can also reach out to him via email at info@lifestream-bewell.com
    If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com

    • 31 min
    Episode 148 - What is Your Business Worth? 4 Valuations

    Episode 148 - What is Your Business Worth? 4 Valuations

    In this episode, Ryan and Alex discuss what your Naturopathic practice is worth. They also give you 4 valuations to help you determine this.
    If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
     

    • 13 min
    Episode 147 - Interview with Dr. Brooke Azie-Rentz

    Episode 147 - Interview with Dr. Brooke Azie-Rentz

    In this episode, Ryan interviews Dr. Brooke Azie-Rentz about how she began her practice as a Naturopathic Physician, what she has found works best for her and her patience and how she runs her clinic.  
    Dr. Brooke Azie-Rentz is the founder of Alpine Integrated Medicine, Medical Director and Naturopathic Physician. If you would like to learn more about her or her practice, please visit her website https://www.aim4healthnw.com/
    If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
     

    • 39 min
    Episode 146 - Personal Planning vs Business Planning

    Episode 146 - Personal Planning vs Business Planning

    In this episode, Ryan and Alex discuss the necessity for both personal and business financial planning.
    If you would like to learn more about Quantified Financial Partners and how we help Naturopathic Doctors, please visit our website www.holistic-finance.com
     

    • 13 min
    Episode 145 - How Often do You Talk to Your Spouse about Money?

    Episode 145 - How Often do You Talk to Your Spouse about Money?

    In this episode, Ryan discusses how to talk to your spouse about money and gives examples of how he talks to his spouse.
    If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
     

    • 11 min
    Episode 144 - What Value can a Financial Advisor bring to a New Naturopathic Doctor?

    Episode 144 - What Value can a Financial Advisor bring to a New Naturopathic Doctor?

    In this episode, Ryan and Alex discuss what a financial advisor can bring to a new Naturopathic Physician.
    If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com

    • 11 min

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