Holistic Finance
212 episodes - English - Latest episode: 8 months ago - ★★★★★ - 3 ratingsThank 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)
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Episodes
Episode 206 - Final Episode Of Holistic Finance
August 21, 2023 13:14 - 4 minutes - 4.69 MBThis will be the final episode of Holistic Finance podcast. If you would like to reach out to Ryan and Alex, please visit our website www.holistic-finance.com
Episode 205 - Some Of The Most Underutilized Accounts That You Should Use
July 31, 2023 15:25 - 21 minutes - 18.2 MBIn this episode, Ryan and Alex discuss the most underutilized accounts that people should use in their financial planning. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 204 - Invest Like A Mortgage
July 25, 2023 12:44 - 8 minutes - 7.45 MBIn this episode, Ryan and Alex discuss how they believe more people should invest like a mortgage. If you have any questions about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 203 - Are Your Beliefs Self-Validating?
July 17, 2023 14:02 - 13 minutes - 11.7 MBIn this episode, Ryan and Alex discuss how most beliefs are self-validating. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 202 - How To Be Financially Savvy Without Compromising Parenthood
July 10, 2023 13:48 - 19 minutes - 16.6 MBIn this episode, Ryan and Alex discuss how to be financially savvy without compromising parenthood. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 201 - Are You Getting Good Advice Or Advice That Sounds Good?
July 03, 2023 13:14 - 15 minutes - 13.4 MBIn this episode, Ryan and Alex discuss whether advice you are getting is good advice or advice that just sounds good. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 200 - Are You Present With Your Family?
June 26, 2023 14:36 - 10 minutes - 8.39 MBIn this episode, Ryan discusses are you present with your family when you spend time with them, If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 199 - What Is Your Time Worth?
June 20, 2023 14:20 - 14 minutes - 11.5 MBIn this episode, Ryan and Alex discuss are you valuing your time. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 198 - 3 Reasons The Average Naturopathic Clinic Sells For Only 1 X Revenue
June 12, 2023 12:46 - 21 minutes - 18.3 MBIn this episode, Ryan and Alex discuss why naturopathic clinics typically sell for only 1 times the revenue that they bring in and why that is an issue. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 197 - 5 Lessons From Psychology Of Money By Morgan Housel
June 05, 2023 13:09 - 21 minutes - 5.62 MBIn this episode, Ryan and Alex discuss five key takeaways from the book Psychology of Money by Morgan Housel. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 196 - How Are You Listening?
May 30, 2023 12:38 - 20 minutes - 15.7 MBIn this episdoe, Ryan and Alex discuss how you are learning in your business. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 195 - How To Choose What Repayment Plan Is Best For Your Student Loans?
May 22, 2023 14:36 - 16 minutes - 14.5 MBIn this episode Ryan and Alex discuss what repayment plan is best for your student loans. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 194 - Do Not Focus On Products, Focus On The Plan
May 15, 2023 13:36 - 13 minutes - 11.3 MBIn this episode, Ryan and Alex discuss how we tend to focus on the product and not the plan. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 193 - Are You Building An Enterprise Practice Or A Lifestyle Practice?
May 08, 2023 13:10 - 12 minutes - 6.35 MBIn this episode, Ryan and Alex discuss the difference between a lifestyle and enterprise practice. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 192 - Top 3 Metrics To Measure In Your Practice
May 01, 2023 14:43 - 14 minutes - 12.1 MBIn this episode, Ryan and Alex discuss the top three metrics you need to measure in your Naturopathic Practice. To learn more about Quantified Financial Partners, please visit our website, www.holistic-finance.com
Episode 191 - 3 Advantages Of Creating A Key Person Retention Bonus
April 24, 2023 13:46 - 18 minutes - 15.8 MBIn this episode, Ryan and Alex discuss three advantages of creating a key person retention bonus. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 190 - Steps 9 & 10 Of Your Personal Financial Plan
April 17, 2023 13:43 - 14 minutes - 12.3 MBIn this episode, Ryan and Alex finish the 10 steps to your personal financial plan. To find a copy of this plan, please visit our website www.QuantifiedFinancial.com To learn more about Quantified Financial Partners and how we help Naturopathic Physicians, please visit our website www.holistic-finance.com
Episode 189 - Steps 7 And 8 Of Your Personal Financial Plan
April 10, 2023 13:41 - 20 minutes - 17.8 MBIn this episode, Ryan and Alex discuss steps 7 and 8 of your personal financial plan. In order to follow along with this series of episodes, please download a copy of this plan by visiting our website www.QuantifiedFinancial.com or click HERE To learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 188 - Steps 5 And 6 Of Your Personal Financial Plan
April 03, 2023 13:10 - 22 minutes - 18.5 MBIn this episode, Ryan and Alex continue with steps 5 and 6 of your personal financial plan. To download a copy of this plan, please visit our website www.QuantifiedFinancial.com or click HERE To learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 187 - Step 4 Of Your Own Financial Plan
March 27, 2023 13:35 - 28 minutes - 22.3 MBIn this episode, Ryan and Alex discuss step 4 of your own financial plan. To find a copy of this plan, go to our website www.QuantifiedFinancial.com or click HERE If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 186 - Steps 2 and 3 Of Your Own Financial Plan
March 20, 2023 13:38 - 34 minutes - 28.8 MBIn this episode, Ryan and Alex discuss parts 2 and 3 of creating your own financial plan. To find a copy of this plan, you can visit our website www.QuantifiedFinancial.com You can also download a copy of this plan by clicking HERE To learn more about Quantified Financial Partners, please visit our website for Naturopathic Physicians www.holistic-finance.com
Episode 185 - 10 Steps To Your Personal Financial Plan
March 13, 2023 12:00 - 17 minutes - 14.6 MBIn this episode, Ryan and Alex discuss how to create your own personal financial plan. To find a copy of this plan, please visit our website www.QuantifiedFinancial.com or download it Here To learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 184 - Long Term Disability Insurance: Do You Need It?
March 07, 2023 14:44 - 12 minutes - 8.93 MBIn this episode, Ryan and Alex discuss how to protect your income with long term disability insurance. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 183 - 3 Areas A Good Financial Advisor Will Help With
February 27, 2023 12:31 - 15 minutes - 11.9 MBIn this episode, Ryan and Alex discuss three areas of your finances that a good financial advisor will help with. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 182 - Do You Have A Wealth Building Account?
February 21, 2023 15:05 - 15 minutes - 11.3 MBIn this week's episode, Ryan and Alex discuss a wealth building account and whether or not you have one. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com To read the article referred to in this podcast, please click the link below to go to our blog posting https://quantifiedfinancial.com/news/do-you-have-a-wealth-building-account-5-steps-to-automate
Episode 181 - Spreadsheet Math VS Real Life Math
February 13, 2023 15:15 - 14 minutes - 8.74 MBIn this episode, Ryan and Alex discuss spreadsheet math and real life math and why you need to use both. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 180 - How To See Your Finances On One Page
February 06, 2023 12:00 - 19 minutes - 11.4 MBIn this episode of Holistic Finance, Ryan discusses how to see your finances on one page and help simplify them. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 179 - Top 5 Reasons Naturopathic Doctors Work with Financial Advisors
January 30, 2023 15:07 - 21 minutes - 13.7 MBIn this episode, Ryan and Alex discuss the top five reasons that Naturopathic Physicians work with financial advisors. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 178 - How Is Your Entire Balance Sheet Allocated?
January 23, 2023 15:58 - 17 minutes - 11.1 MBIn this episode, Ryan and Alex will discuss understanding how your assets are allocated and looking at your various investments. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 177 - 7 Financial Steps To Take For The New Year
January 16, 2023 16:58 - 21 minutes - 13 MBIn this episode, Ryan and Alex discuss the 7 financial steps you should take for the new year. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 176 - 3 Steps You Should Take for Your 2023 Financial Planning
January 09, 2023 15:30 - 14 minutes - 9.1 MBIn this episode, Ryan talks about 3 steps you should take for your 2023 financial planning. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 175 - What is Asset Allocation?
January 02, 2023 13:00 - 21 minutes - 13.4 MBIn this episode, Alex and Ryan discuss what asset allocation is in your portfolio. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 174 - What is Active VS Passive Investing?
December 26, 2022 13:00 - 20 minutes - 13.1 MBIn this episode, Ryan and Alex discuss the difference between active versus passive investing. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 173 - Investing 101. What Rules are You Breaking?
December 19, 2022 12:55 - 29 minutes - 18.4 MBIn this episode, Ryan and Alex discuss the basics of investing. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 172 - 3 Tips for Holiday Spending
December 12, 2022 14:44 - 26 minutes - 15.9 MBIn this episode, Ryan and Alex discuss three tips to help keep your holiday spending under control. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 171 - How to Know if You Are Building Your Practice Tactically or Stratigically
December 05, 2022 14:51 - 18 minutes - 12.6 MBIn this episode, Ryan and Alex discuss the difference between strategies and tactics and how to know how you are building your practice. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 170 - 3 Financial Concepts We Are Thankful For
November 28, 2022 14:13 - 31 minutes - 19.1 MBIn this episode, Ryan and Alex discuss the top three financial concepts that they have learned about over the years that they are thankful for and want to share with you. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 169 - 3 Reasons To Have An Emergency Fund You Have Not Heard Of
November 14, 2022 14:40 - 18 minutes - 11.5 MBIn this episode, Ryan and Alex discuss three reasons to have an emergency fund that you have not heard of and may not have thought about. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 168 - What is Going on with The Economy?
November 07, 2022 14:17 - 17 minutes - 11.2 MBIn this episode, Ryan and Alex discuss the volatility in the economy and how this might affect your retirement. If you have any questions about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 167 - What is the Difference between an Investment Manager and a Financial Planner?
October 31, 2022 13:19 - 14 minutes - 8.98 MBIn this episode, Ryan and Alex discuss the difference between an investment manager and a financial planner and why you should work with one over another. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 166 - 4 Kinds of Luck for Building Wealth
October 24, 2022 13:26 - 14 minutes - 8.8 MBIn this episode, Ryan and Alex discuss four types of luck to help build wealth for Naturopathic Physicians. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 165 - 4 Financial Topics Successful Naturopathic Doctors Understand
October 18, 2022 00:57 - 14 minutes - 9.88 MBIn this episode, Ryan and Alex discuss four financial topics that successful Naturopathic Physicians understand better than other people. If you would like to learn more about Quantified Financial Partners, please visit our website, www.holistic-finance.com
Episode 164 - 3 Reasons to Project Your Revenue
October 10, 2022 13:53 - 15 minutes - 9.69 MBIn this episode, Ryan and Alex discuss why it is important to project your revenue and how to get started. If you have any questions about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 163 - Impatience with Action, Patience with Results. 3 Steps to Help You Take Action Consistently
October 03, 2022 13:56 - 15 minutes - 9.15 MBIn this week's episode, Ryan and Alex discuss taking action rather than focusing on the results. They give you three steps to help you take action consistently. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 162 - 3 Steps to Take to Help You Market Your Practice Better
September 26, 2022 13:19 - 10 minutes - 6.81 MBIn this week's episode, Ryan and Alex talk about how to market your practice and why it is important. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 161 - Student Loan Forgiveness
September 19, 2022 13:11 - 4 minutes - 3.06 MBIn this episode, Ryan discusses the federal student loan forgiveness program. If you have any questions about the program, please visit us at www.holistic-finance.com or you can visit the federal government's website https://studentaid.gov/manage-loans/forgiveness-cancellation
Episode 160 - Interview with Dr. Paul Anderson
September 12, 2022 13:45 - 36 minutes - 24.6 MBIn this episode, Ryan interviews Dr. Paul Anderson. Dr. Anderson is CEO of the Anderson Medical Group and Medical Director of Anderson Medical Specialty Associates, a clinic focusing on the care of patients with cancer, chronic diseases and complicated medical presentations. He brings over two decades of medical training and experience together to allow his clinical and educational presence to grow and serve patients and physicians in the best way possible. If you would like to contact Dr. A...
Episode 159 - We are Happier During the Process of Becoming
September 05, 2022 19:26 - 15 minutes - 9.78 MBIn this episode, Ryan and Alex discuss Will Smith's autobiography, Will. They talk about how most people spend their time working towards becoming happy instead of enjoying the process along the way. If you have any questions or want to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 158 - What do Hiking and Retirement Have in Common?
August 29, 2022 13:29 - 11 minutes - 7.13 MBIn this episode, Ryan and Alex discuss how hiking and retirement are similar. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 157 - What is Stopping You from Getting Your Estate Plan in Order?
August 22, 2022 11:33 - 20 minutes - 12.9 MBIn this episode, Ryan and Alex discuss estate planning and why it is so important for you and your family's security. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com