110 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 110 - 4 Steps to Truly do a Financial Comparison

    Episode 110 - 4 Steps to Truly do a Financial Comparison

    In this week's podcast, Ryan and Alex discuss the 4 steps you should take to do a financial comparison to see if you are on the right track for your Naturopathic practice.

    If you have any questions about this episode or want to reach out to Alex or Ryan or learn more about Quantified Financial Partners and our work with the Naturopath community, please visit our website www.holistic-finance.com

    • 15 min
    Episode 67 - What's the Difference between the Economy and the Stock Market

    Episode 67 - What's the Difference between the Economy and the Stock Market

    In this week's podcast, we re-release one of our most popular episodes from Holistic Finance, What is the difference between the economy and the stock market.

    If you have any questions about this episode or want to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com

    • 23 min
    Episode 109 - What is Your Financial Feedback Loop?

    Episode 109 - What is Your Financial Feedback Loop?

    In this week's episode, Ryan and Alex breakdown your financial feedback loop, how you look at your own finances and how to create a financial outlook for yourself and your practice. 

    If you have any questions about this podcast or Quantified Financial Partners, please visit us at www.holistic-finance.com where you can schedule an appointment or learn more about events and webinars that we put on for Naturopathic Physicians. 

    • 23 min
    Episode 108 - Accelerate Your Practice

    Episode 108 - Accelerate Your Practice

    In this week's episode, Ryan and Alex discuss their upcoming webinar series for Naturopathic Physicians titled Accelerate Your Practice: A Master Class. If you would like to learn more about this series, attend the introductory webinar on September 7th. 

    Click Here to Register

    If you cannot attend, but would like to learn more, please visit our website www.holistic-finance.com where you can schedule an appointment to talk to Ryan or Alex. 

    • 8 min
    Episode 107 - 3 Unconventional Steps to Building Your Practice

    Episode 107 - 3 Unconventional Steps to Building Your Practice

    In this episode, Ryan and Alex break down the 3 steps they think will help build your practice and they are probably not things you would think of.

    If you have any questions for Alex or Ryan or would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com

    • 14 min
    Episode 106 - How Much Life Insurance do You Need?

    Episode 106 - How Much Life Insurance do You Need?

    In this week's episode, Ryan and Alex break down the importance of life insurance, understanding why you need it and how much you will need for your family.

    If you have any questions for Ryan or Alex or want to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com

    • 26 min

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