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Holistic Finance
Ryan Burklo and Alex Collins
207 episodes
4 months ago
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)
Show more...
Investing
Business,
Management
RSS
All content for Holistic Finance is the property of Ryan Burklo and Alex Collins and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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)
Show more...
Investing
Business,
Management
Episodes (20/207)
Holistic Finance
Episode 206 - Final Episode Of Holistic Finance
2 years ago
4 minutes 46 seconds

Holistic Finance
Episode 205 - Some Of The Most Underutilized Accounts That You Should Use
2 years ago
21 minutes 17 seconds

Holistic Finance
Episode 204 - Invest Like A Mortgage
2 years ago
8 minutes 19 seconds

Holistic Finance
Episode 203 - Are Your Beliefs Self-Validating?
2 years ago
13 minutes 36 seconds

Holistic Finance
Episode 202 - How To Be Financially Savvy Without Compromising Parenthood
2 years ago
19 minutes 45 seconds

Holistic Finance
Episode 201 - Are You Getting Good Advice Or Advice That Sounds Good?
2 years ago
15 minutes 37 seconds

Holistic Finance
Episode 200 - Are You Present With Your Family?
2 years ago
10 minutes 2 seconds

Holistic Finance
Episode 199 - What Is Your Time Worth?
2 years ago
14 minutes 19 seconds

Holistic Finance
Episode 198 - 3 Reasons The Average Naturopathic Clinic Sells For Only 1 X Revenue
2 years ago
21 minutes 46 seconds

Holistic Finance
Episode 197 - 5 Lessons From Psychology Of Money By Morgan Housel
2 years ago
21 minutes 47 seconds

Holistic Finance
Episode 196 - How Are You Listening?
2 years ago
20 minutes 1 second

Holistic Finance
Episode 195 - How To Choose What Repayment Plan Is Best For Your Student Loans?
2 years ago
16 minutes 52 seconds

Holistic Finance
Episode 194 - Do Not Focus On Products, Focus On The Plan
2 years ago
13 minutes 21 seconds

Holistic Finance
Episode 193 - Are You Building An Enterprise Practice Or A Lifestyle Practice?
2 years ago
12 minutes 47 seconds

Holistic Finance
Episode 192 - Top 3 Metrics To Measure In Your Practice
2 years ago
14 minutes 28 seconds

Holistic Finance
Episode 191 - 3 Advantages Of Creating A Key Person Retention Bonus
2 years ago
18 minutes 34 seconds

Holistic Finance
Episode 190 - Steps 9 & 10 Of Your Personal Financial Plan
2 years ago
14 minutes 45 seconds

Holistic Finance
Episode 189 - Steps 7 And 8 Of Your Personal Financial Plan
2 years ago
20 minutes 24 seconds

Holistic Finance
Episode 188 - Steps 5 And 6 Of Your Personal Financial Plan
2 years ago
22 minutes 52 seconds

Holistic Finance
Episode 187 - Step 4 Of Your Own Financial Plan
2 years ago
28 minutes 16 seconds

Holistic Finance
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)