188 episodes
Holistic Finance Ryan Burklo and Alex Collins
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- Business
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5.0 • 3 Ratings
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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)
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Episode 187 - Step 4 Of Your Own Financial Plan
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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Episode 186 - Steps 2 and 3 Of Your Own Financial Plan
In this episode, Ryan and Alex discuss parts 2 and 3 of creating your own financial plan. To find a copy of this plan, you can visit our website www.QuantifiedFinancial.com
You can also download a copy of this plan by clicking HERE
To learn more about Quantified Financial Partners, please visit our website for Naturopathic Physicians www.holistic-finance.com
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Episode 185 - 10 Steps To Your Personal Financial Plan
In this episode, Ryan and Alex discuss how to create your own personal financial plan. To find a copy of this plan, please visit our website www.QuantifiedFinancial.com or download it Here
To learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
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Episode 184 - Long Term Disability Insurance: Do You Need It?
In this episode, Ryan and Alex discuss how to protect your income with long term disability insurance.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
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Episode 183 - 3 Areas A Good Financial Advisor Will Help With
In this episode, Ryan and Alex discuss three areas of your finances that a good financial advisor will help with.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
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Episode 182 - Do You Have A Wealth Building Account?
In this week's episode, Ryan and Alex discuss a wealth building account and whether or not you have one.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
To read the article referred to in this podcast, please click the link below to go to our blog posting
https://quantifiedfinancial.com/news/do-you-have-a-wealth-building-account-5-steps-to-automate