29 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

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 29 - 5 Ways to talk to your parents about money

    Episode 29 - 5 Ways to talk to your parents about money

    Ryan and Alex delve into a difficult topic this week, discussing money with your parents and particularly, their money. As our parents age, it increasingly becomes our job to take care of them and their finances. It is important to begin the conversation of money early so that everyone can be informed. This is a very important podcast. 

    • 17 min
    Episode 28 - 7 Biggest Financial Mistakes Part 2

    Episode 28 - 7 Biggest Financial Mistakes Part 2

    This is the second part in a two part episode where Ryan and Alex break down the top 7 financial mistakes many of their clients have told them they have made. If you haven't listened to episode 27 yet, go back and listen to that one first. This episode covers the last 3 mistakes. Ryan and Alex also wrote a booklet on these 7 financial mistakes and you can get a copy of this booklet by clicking HERE or by going to our website and scrolling down on the homepage, www.QuantifiedFinancial.com

    • 18 min
    Episode 27 - 7 Biggest Financial Mistakes Part 1

    Episode 27 - 7 Biggest Financial Mistakes Part 1

    In today's episode, Ryan and Alex discuss 4 of the 7 Biggest Financial Mistakes that most people make. They have also written a booklet on this topic, which you can find by clicking HERE. This is the first part of a two part podcast, so come back next week to listen to the second part. 

    • 21 min
    Episode 26 - How to talk to your kids about money

    Episode 26 - How to talk to your kids about money

    In today's episode, Ryan and Alex discuss how to talk to your kids about money. From an early age, it is important for your kids to know what money is and the smart ways to treat money. This taboo topic is not one that can be ignored. 

    • 15 min
    Episode 25 - Preparing your practice finances for 2020

    Episode 25 - Preparing your practice finances for 2020

    Planning for 2020 includes many things, but a top priority should be your finances. In this week's episode, Ryan and Alex discuss how to get your practice's finances ready for the new year. 

    • 16 min
    Episode 24 - Interview with Dr. Karen Litzy

    Episode 24 - Interview with Dr. Karen Litzy

    In this week's podcast, Ryan interviews Dr. Karen Litzy, a doctor of physical therapy based in New York. She is also the host of a podcast called Healthy, Wealthy and Smart. 

    • 30 min

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