Holistic Finance
212 episodes - English - Latest episode: 11 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 156 - Is Your Practice's Cash Flow Protected?
August 15, 2022 13:24 - 9 minutes - 5.93 MBIn this week's episode, Ryan and Alex discuss how important it is to protect your practice's cash flow and ways to accomplish this. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 155 - Top 3 Ways to Recession-Proof Your Retirement
August 08, 2022 14:22 - 9 minutes - 6 MBIn this episode, Ryan discusses the top 3 ways you can help to recession proof your retirement. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 154 - Planning is great than having A Plan
August 01, 2022 17:16 - 10 minutes - 6.46 MBIn this episode, Ryan and Alex discuss planning verses having a financial plan. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 154 - Planning is Greater Than Having A Plan
August 01, 2022 17:16 - 10 minutes - 6.46 MBIn this episode, Ryan and Alex discuss planning verses having a financial plan. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 153 - 3 Ways to Bring in a Partner to Your Naturopathic Practice
July 24, 2022 14:25 - 14 minutes - 9.65 MBIn this episode, Ryan and Alex discuss how to bring in a partner without giving away half of your practice. If you would like to learn more about Quantified Financial Partners, please visit our website, www.holistic-finance.com
Episode 152 - How to be Business Minded with Jashar Rentz
July 17, 2022 16:18 - 39 minutes - 26.5 MBIn this episode, Ryan interviews Jashar Rentz, CEO of Alpine Integrated Medicine and on the leadership council of the Institute for Natural Medicine. They discuss how Naturopaths can and should focus on the business aspect of their practice in order to be successful. If you would like to learn more about Jashar or get in contact with him, visit his website https://www.aim4healthnw.com/ If you would like to learn more about Quantified Financial Partners, please visit our website www.holis...
Episode 151 - How to Use Leverage in Your ND Practice
July 10, 2022 18:49 - 14 minutes - 9.78 MBIn this episode, Ryan and Alex discuss what leverage is and how to use it to make your Naturopathic Practice more successful. If you would like to learn more about Quantified Financial Partners, please visit www.holistic-finance.com
Episode 150 - Three Ways to Cope with Inflation
July 03, 2022 15:59 - 13 minutes - 8.72 MBIn this episode, Ryan and Alex discuss how to deal with inflation in three ways. If you would like to learn more about Quantified Financial Partners and how they help Naturopathic Doctors and business owners, please visit our website www.holistic-finance.com
Episode 149 - How Do You Look at Your Numbers will Bill Hershey
June 27, 2022 15:58 - 31 minutes - 20.6 MBIn this episode, Ryan interviews Bill Hershey, a business coach, strategic advisor and bookkeeper that works with Naturopathic Doctors to help them succeed financially. He has over 15 years of experience helping NDs run a profitable business. To learn more about Bill, please visit his website https://www.lifestream-bewell.com/about-me His practice, Life Stream Bookkeeping, can be found https://www.lifestream-bewell.com/ You can also reach out to him via email at [email protected]...
Episode 148 - What is Your Business Worth? 4 Valuations
June 20, 2022 02:32 - 13 minutes - 9.03 MBIn this episode, Ryan and Alex discuss what your Naturopathic practice is worth. They also give you 4 valuations to help you determine this. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 147 - Interview with Dr. Brooke Azie-Rentz
June 13, 2022 14:55 - 39 minutes - 27.9 MBIn this episode, Ryan interviews Dr. Brooke Azie-Rentz about how she began her practice as a Naturopathic Physician, what she has found works best for her and her patience and how she runs her clinic. Dr. Brooke Azie-Rentz is the founder of Alpine Integrated Medicine, Medical Director and Naturopathic Physician. If you would like to learn more about her or her practice, please visit her website https://www.aim4healthnw.com/ If you would like to learn more about Quantified Financial Par...
Episode 146 - Personal Planning vs Business Planning
June 06, 2022 15:10 - 13 minutes - 8.79 MBIn this episode, Ryan and Alex discuss the necessity for both personal and business financial planning. If you would like to learn more about Quantified Financial Partners and how we help Naturopathic Doctors, please visit our website www.holistic-finance.com
Episode 145 - How Often do You Talk to Your Spouse about Money?
May 29, 2022 15:55 - 11 minutes - 7.13 MBIn this episode, Ryan discusses how to talk to your spouse about money and gives examples of how he talks to his spouse. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 144 - What Value can a Financial Advisor bring to a New Naturopathic Doctor?
May 23, 2022 13:56 - 11 minutes - 7.64 MBIn this episode, Ryan and Alex discuss what a financial advisor can bring to a new Naturopathic Physician. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 143 - How to Financially Prepare for Your Aging Parents
May 15, 2022 15:08 - 13 minutes - 8.8 MBIn this episode, Alex and Ryan discuss how to prepare yourself financially as your parents get older. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 142 - 3 Elements of Financial Success
May 08, 2022 14:57 - 22 minutes - 13.8 MBIn this week's episode, Ryan and Alex discuss the 3 elements they think will bring you financial success. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 141- What is the difference between a financial planner and a tax preparer's job?
May 02, 2022 13:19 - 9 minutes - 5.93 MBIn this episode, Ryan and Alex discuss the difference between a tax preparer and a financial planner and what each can do for you. If you have any questions about Quantified Financial Planners, please visit our website, www.holistic-finance.com
Episode 140 - Top 5 Values a Financial Advisor Can Bring
April 24, 2022 13:51 - 17 minutes - 11.7 MBIn this week's podcast, Ryan and Alex discuss the top 5 values working with a financial advisor can bring you in your personal and professional life. If you would like to learn more about Quantified Financial Partners, please visit us at www.holistic-finance.com
Episode 139 - What Type of Retirement Plan is Right for You?
April 18, 2022 01:56 - 15 minutes - 10.6 MBIn this week's episode, Ryan and Alex discuss the different types of retirement plans and why one may be right for you over another. If you would like to learn more about Quantified Financial Partners, please visit our website, www.holistic-finance.com
Episode 138 - What Does Tax Diversification Mean?
April 10, 2022 16:20 - 11 minutes - 7.47 MBIn this episode, Ryan and Alex discuss what tax diversification means and how it will affect you in retirement. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 137 - Teaching your Children about Money with Amanda Grossman
April 03, 2022 16:14 - 29 minutes - 19 MBIn this week's episode, Ryan interviews Amanda Grossman about her work to help educate children around finance and money. Her website www.MoneyProdigy.com is a wonderful site full or resources, videos and articles to help people teach their kids about money. If you would like to learn more about Quantified Financial, please visit our website www.holistic-finance.com
Episode 136 - Where Should You be Putting Your Money?
March 27, 2022 15:07 - 16 minutes - 11 MBIn this episode, Ryan and Alex discuss where you should be putting your money to help your naturopathic practice more successful. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 135 - 4 Concepts to Teach Kids Age 8-11 about Money
March 20, 2022 14:52 - 26 minutes - 16.8 MBIn this week's episode, Ryan and Alex continue their discussion on teaching your children, aged 8-11, about money. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 134 - Building a Successful Practice with Drs. Andrew and Phonexay Simon
March 13, 2022 16:12 - 33 minutes - 20.6 MBIn this week's episode, Ryan interviews Drs. Andrew and Phonexay Simon, the founders of Rebel MD in Seattle, WA. They discuss how they started their practice, the lessons they learned along the way and their approach to holistic health. If you would like to learn more about their practice, please visit their website https://rebelmednw.com/ If you would like to learn more about Quantified Financial Partners and how we can help you with the successful foundation to build a naturopathic pract...
Building a Successful Practice with Drs. Andrew and Phonexay Simon
March 13, 2022 16:12 - 33 minutes - 20.6 MBIn this week's episode, Ryan interviews Drs. Andrew and Phonexay Simon, the founders of Rebel MD in Seattle, WA. They discuss how they started their practice, the lessons they learned along the way and their approach to holistic health. If you would like to learn more about their practice, please visit their website https://rebelmednw.com/ If you would like to learn more about Quantified Financial Partners and how we can help you with the successful foundation to build a naturopathic pra...
Episode 133 - Common Misunderstanding about Personal Insurance
March 06, 2022 18:28 - 47 minutes - 27.1 MBIn this week's episode, Ryan interviews Kristen Blosser, a Personal Insurance Lines Prodcuer at Sprague Israel Giles, LLC. They discuss common misunderstandings about car and home insurance. If you would like to reach out to Kristen, you may call her at 206-957-7042 or email her at [email protected] If you would like to learn more about Quantified Financial Partners, you can reach us at www.holistic-finance.com
Episode 132 - 4 Concepts to Teach Children Age 4-7 about Money
February 27, 2022 17:09 - 20 minutes - 15.8 MBIn this week's episode, Ryan and Alex discuss 4 concepts to teach your children, aged 4-7, about money and finances. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 131 - Estate Planning with Attorney Jenny Ling
February 20, 2022 18:36 - 25 minutes - 16 MBIn this episode, Ryan interviews Jenny Ling, an estate planning attorney in Seattle, WA. They discuss the importance of having your documents prepared, the difference between and will and a trust and other topics like power of attorney. If you would like to reach out to Jenny Ling, her phone number is (206) 859-5098 and her website is https://www.jennylinglaw.com/ If you would like to learn more about Quantified Financial Partners, please reach out to us by visiting our website www.holistic-...
Episode 130 - How to Attack Your Student Loans?
February 13, 2022 18:15 - 19 minutes - 12.9 MBIn this episode, Ryan and Alex discuss how to pay your student loans and the many options you have that you might not think about. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 129 - The Market is Down, So What Should You Do?
February 06, 2022 17:45 - 21 minutes - 13.3 MBThis week's podcast is a follow up to last week's episode about the stock market volatility. If you have not listened to that episode, go back to it now. If you would like to learn more about Quantified Financial Partners and what Ryan and Alex do for the Naturopathic Community, visit our website www.holistic-finance.com
Episode 128 - What is going on in the Stock Market?
January 30, 2022 20:17 - 14 minutes - 9.62 MBIn this episode, Ryan and Alex discuss the volatility in the stock market and the reasons for the highs and lows. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Episode 127 - Why You Should Care about Liquidity in Retirement, Now
January 23, 2022 17:37 - 12 minutes - 8.6 MBIn this week's podcast, Ryan and Alex discuss the need for liquidity during your retirement years and how you need to plan for this in your working years. If you would like to learn more about Quantified Financial Partners, please reach out to us by visiting our website www.holistic-finance.com
Episode 126 - Top 3 Mistakes Experienced Naturopathic Doctors Make and How to Avoid Them
January 16, 2022 17:00 - 13 minutes - 12 MBIn this episode, Ryan and Alex discuss the top 3 mistakes that Naturopathic Doctors make in their practice and ways to mitigate them. If you would like to learn more about Quantified Financial Partners and how we help the ND community with their practice and their finances, please visit our website www.holistic-finance.com
Episode 125 - 3 Steps to Take to Work on Your Money Mindset
January 09, 2022 17:00 - 12 minutes - 10.9 MBIn this week's episode, Ryan and Alex discuss the 3 things you should do to change your mind about money. If you would like to learn more about Quantified Financial Partners or how we help the Naturopathic Community, please visit our website www.holistic-finance.com where you can schedule an appointment or find other podcasts and articles specifically created for you.
Episode 124 - Why You Should Listen to This Podcast?
January 02, 2022 17:11 - 13 minutes - 11.9 MBIn this week's podcast, Ryan and Alex discuss why they started this podcast. They have both had personal histories with Naturopathic medicine and attribute it to helping themselves and their families overcome health adversities. If you would like to learn more about Quantified Financial Partners and how Ryan and Alex work with Naturopathic Physicians, please visit our website www.holistic-finance.com
Episode 123 - What is the 4 Percent Rule?
December 26, 2021 17:53 - 11 minutes - 10.2 MBIn this week's episode, Ryan and Alex discuss what the 4 percent rule is and what it means for your retirement goals. Do you know what the 4 percent rule is? If you would like to learn more about Quantified Financial Partners and how they work with Naturopathic Physicians or if you would like to reach out to Alex and Ryan, please visit our website www.holistic-finance.com
Episode 122 - What is a Back Door Roth IRA?
December 19, 2021 17:00 - 13 minutes - 11.5 MBIn this week's episode, Ryan and Alex break down what a Back Door Roth IRA is and why you would want to set one up or if it make sense for you. If you have any questions for us or want to learn more about Quantified Financial Partners, please visit our website at www.holistic-finance.com to see how we work with the Naturopathic Community.
Episode 121 - A Simple Formula
December 13, 2021 03:50 - 11 minutes - 9.91 MBIn this episode, Ryan and Alex break down a simple formula for Naturopathic Physicians to find success in their personal and business finances. If you would like to learn more about Quantified Financial Partners and how they help the Naturopathic Community, please visit our website www.holistic-finance.com
Episode 120 - Is the Market Overvalued?
December 05, 2021 17:00 - 19 minutes - 15.4 MBIs the market overvalued? Do you listen to the media's portrayal of the market? In this episode, Ryan and Alex discuss if they think the market is overvalued and how you can make decisions about your investments. If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com where you can schedule an appointment or find articles for Naturopathic Physicians.
Episode 119 - How to become Financially Confident
November 28, 2021 17:00 - 16 minutes - 13.4 MBWhat steps are you taking to become financially confident? In this episode, Ryan and Alex break down the 4 ways in which you can become financially confident in 2022. If you would like to learn more about Quantified Financial Partners and how we work with Naturopathic Physicians like you, please visit our website www.holistic-finance.com
Episode 118 - Producer vs Consumer
November 21, 2021 17:00 - 15 minutes - 13.4 MBIn this week's episode, Ryan and Alex discuss the difference between being a consumer vs being a producer. Do you know who you are and how it affects your finances? If you have any questions about this podcast or want to learn more about how Quantified Financial Partners helps Naturopathic Physicians like you, please visit our website www.holistic-finance.com
Episode 75 - Dr. Kelsey Klausmeyer Interview
November 14, 2021 17:00 - 27 minutes - 17.2 MBIn this week's podcast, we re-release one of our most popular episodes, an interview with Dr. Kelsey Klausmeyer, a Naturopathic Physician and business owner based in Seattle, Washington. Dr. Klausmeyer practices primary care naturopathic medicine with a specialty in obesity medicine and is the President of the Washington Association of Naturopathic Physicians. You can learn more about him by visiting his website at https://icmedicine.com/ You can learn more about Quantified Financial Partn...
Episode 117 - What Type of Tax Diversification do You Have?
November 07, 2021 15:36 - 15 minutes - 10.2 MBIn this week's podcast, do you know if you are tax diversified? How would you find this out? If you have any questions about this podcast, please visit our website at www.holistic-finance.com where you can make an appointment with Ryan or Alex or learn more about how Quantified Financial Partners helps Naturopathic Physicians and students with the personal and business finances.
Episode 116 - Do You Have a Bucket Strategy?
October 31, 2021 15:01 - 13 minutes - 11.5 MBIn this week's episode, Ryan and Alex discuss a financial bucket strategy. Do you have a plan for your finances? If you would like to learn more about Quantified Financial Partners or how we help Naturopathic physicians like you, please visit our website www.holistic-finance.com where you can schedule an appointment or find other articles and podcasts that are specifically created for the ND community.
Episode 115 - What is Whole Life Insurance?
October 24, 2021 16:29 - 16 minutes - 13.1 MBIn this week's episode, Ryan and Alex discuss what whole life insurance is and what is different about it than other types of life insurance. If you want to learn more about Quantified Financial Partners or how we work with Naturopaths, please visit our website www.holistic-finance.com
Episode 114 - Top 3 Financial Concepts to Learn
October 17, 2021 15:34 - 22 minutes - 17.5 MBIn this week's podcast, Ryan and Alex discuss the top three financial concepts that Naturopathic physicians should learn to make their practices successful. We would also like to know what you are learning from this podcast or what you would like to hear in future podcasts. Please visit our website www.holistic-finance.com where you can schedule an appointment with Ryan or Alex or you can learn more about Quantified Financial Partners.
Episode 113 - Do You Really Need Liquidity?
October 10, 2021 15:46 - 16 minutes - 13.6 MBIn this week's podcast, Ryan and Alex discuss liquidity. Do you need liquidity and if so how much? Do you know how to get liquidity in your finances? If you would like to learn more about Quantified Financial Partners or make an appointment to speak with Ryan or Alex, please visit our website www.holistic-finance.com
Episode 112 - 3 Steps to Free You from Budgeting
October 03, 2021 14:21 - 18 minutes - 14.9 MBIn this week's Holistic Finance, Ryan and Alex discuss how you can free yourself from budgeting. If you have any questions or would like to learn more about Quantified Financial Partners and how we work with Naturopathic Physicians, please visit our website www.holistic-finance.com
Episode 111 - How to Leverage Your Assets
September 26, 2021 19:13 - 14 minutes - 9.79 MBIn this week's episode, Ryan and Alex discuss how to leverage the assets you already have to make the most of your finances for yourself and your practice. If you have any questions about this podcast or Quantified Financial Partners or would like to reach out to Alex or Ryan, please visit our website, www.holistic-finance.com
Episode 110 - 4 Steps to Truly do a Financial Comparison
September 19, 2021 16:00 - 15 minutes - 13.1 MBIn 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