64 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
    • 5.0 • 2 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 64 Your job as a business owner is to make yourself replaceable

    Episode 64 Your job as a business owner is to make yourself replaceable

    In this week's episode, Ryan and Alex discuss the importance of making yourself replaceable as a practice owner, for yourself and your patients. 

    If you have any questions about this podcast or would like to reach out to Alex or Ryan or make an appointment, please visit our website www.holistic-finance.com

    • 27 min
    Episode 63 - How to Separate Personal from Business Finances

    Episode 63 - How to Separate Personal from Business Finances

    Do you know how to separate your personal from your business finances? In this week's episode, Ryan and Alex discuss the ways to organize your finances and the importance of keeping them apart. 

    If you have any questions about this podcast or would like to reach out to Alex or Ryan, please visit our website at www.holistic-finance.com to schedule an appointment. 

    • 21 min
    Episode 62 - Strategies for College Planning

    Episode 62 - Strategies for College Planning

    In this week's podcast, Ryan and Alex wrap up their discussion on ways to pay for your child's college. This episode revolves around the different strategies Alex and Ryan have used with their clients. If you would like to learn more about us or want to reach out and schedule an appointment, please visit our website at www.holistic-finance.com or if you want to learn more about college planning, go to our website on this topic www.quantifiedfinancial.com/college-planning. 

    • 17 min
    Episode 61 - Funding Vehicles for College Planning

    Episode 61 - Funding Vehicles for College Planning

    In this podcast episode, Ryan and Alex continue their discussion on college planning with the different ways you can save and pay for your child's college. If you did not listen to last week's podcast, go do that now. We have set up a website for college planning at www.quantifiedfinancial.com/college-planning where you can find more podcast and articles. If you want to reach out to Alex or Ryan, you can make an appointment there or learn more about Holistic Finance at our website www.holistic-finance.com 

    • 20 min
    Episode 61 - 3 Things More Important than a 529 Plan

    Episode 61 - 3 Things More Important than a 529 Plan

    In this week's podcast, Ryan and Alex discuss what you should do before putting money away for your child's college. Have you thought about saving for college? Before you start that 529 plan, listen to this podcast and make sure you have done these 3 things first. 

    If you would like to contact Ryan or Alex or have questions about college planning, please visit our website at www.holistic-finance.com where you can make an appointment or email us. 

    • 12 min
    Episode 60 - Interview with Dr. Sean Hesler

    Episode 60 - Interview with Dr. Sean Hesler

    In this week's episode, Ryan interviews Dr. Sean Hesler. ND, is the Executive Director of Naturopaths Without Borders. He co-founded the MamaBaby Haiti birth center in Cap Haitien as Medical Director and Staff Physician. You can reach out to Dr. Hesler on Facebook at Naturopaths without Borders or email him at Sean.Hesler@Gmail.com
    If you have any questions about this podcast or want to get in touch with us, please visit our website www.Holistic-Finance.com

    • 41 min

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