91 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 92 - Interview with Pierce Dyer

    Episode 92 - Interview with Pierce Dyer

    In this episode, Ryan interviews Pierce Dyer. He is the National Program Director - Naturopathic Malpractice Liability at Sprague Israel Giles, Inc. You can reach him by visiting his website https://www.siginsures.com/

    If you have any questions about this episode or want to reach out to Ryan or Alex, please visit our website www.holistic-finance.com

    Episode 91 - When Will Financial Education be a Priority?

    Episode 91 - When Will Financial Education be a Priority?

    In this podcast, Ryan and Alex discuss how to make financial education a priority and not make decisions about your money without doing research. 

    If you have any questions about this episode or would like to reach out to Alex or Ryan, please visit our website www.Holistic-Finance.com to learn more about us.

    Episode 90 - Why You Should Have Long Term Disability Insurance

    Episode 90 - Why You Should Have Long Term Disability Insurance

    In this episode, Ryan and Alex discuss the importance of having long term disability insurance to protect your investment as a Naturopathic Physician. Do you know what long term disability insurance is? Do you think it is too expensive? Listen to this podcast to learn more.

    If you would like to reach out to Alex or Ryan or make an appointment to discuss your finances, visit our website www.Holistic-Finance.com or email us as QFPTeam@Quantifiedwa.com

    Episode 89 - Stop One Day'ing Yourself

    Episode 89 - Stop One Day'ing Yourself

    In this week's episode, Ryan and Alex discuss how we all put off things for another day instead of following through with goals and dreams that we want to accomplish. Are there things in your life you are putting off for another day?

    If you have questions about this podcast or want to reach out to Alex or Ryan, please visit our website, www.holistic-finance.com where you can schedule an appointment or find articles and other podcasts specifically for Naturopaths. 

    Episode 88 - 3 Things Financially That I Wish I Had Known Earlier in My Career

    Episode 88 - 3 Things Financially That I Wish I Had Known Earlier in My Career

    In this week's podcast, Ryan and Alex discuss financial topics that they wish they had known earlier in their career. Learn from their knowledge in order to avoid some of this same mistakes.

    If you have any questions about this episode or if you would like to reach out to Alex or Ryan and schedule an appointment, or if you just want to learn more about us, please visit our website www.holistic-finance.com

    Episode 87 - Do You Look at Your Money Backwards?

    Episode 87 - Do You Look at Your Money Backwards?

    In this week's episode, Ryan and Alex discuss how most Americans look at their money. Do you know where to put your money and why? How do you look at your finances?

    If you have questions about this podcast or want to reach out to Alex or Ryan, visit our website, www.holistic-finance.com where you can learn more about us or schedule an appointment. 

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