Latest Retirment Podcast Episodes
042: Unlocking Your Growth Value with Marc Adams
Find Your Exit - Exit Planning Strategies for Business Owners - May 13, 2024 15:13 - 49 minutes ★★★★★ - 17 ratingsBusiness owners are always searching for an edge to help them maximize growth and business value. Our latest guest Marc Adams literally wrote the book on secrets to increasing your business multiple. Today, Marc joins the show to share how he empowers business owners to tap into new revenue s...
041: The Renaissance Man of Business with Dan Donnelly
Find Your Exit - Exit Planning Strategies for Business Owners - January 30, 2024 15:52 - 53 minutes ★★★★★ - 17 ratingsAn entrepreneur undoubtedly takes risks, but they also require vision and determination. They are skilled in various disciplines and quick to learn and adapt. An apt description for our latest guest and the ‘renaissance man of business’ himself, Dan Donnelly. Today, Dan joins us to share how h...
040: Entrepreneurship Gone Crackers with Mary Waldner
Find Your Exit - Exit Planning Strategies for Business Owners - October 17, 2023 13:50 - 55 minutes ★★★★★ - 17 ratingsSometimes the greatest business ideas are a byproduct of our personal passions. That was certainly the case for Mary Waldner when she decided to start Mary’s Gone Crackers, a wildly successful gluten-free organic cracker and snack company. A company that she would go on to grow and eventually se...
Episode 206 - Final Episode Of Holistic Finance
Holistic Finance - August 21, 2023 13:14 - 4 minutes ★★★★★ - 3 ratingsThis 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
Holistic Finance - July 31, 2023 15:25 - 21 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - July 25, 2023 12:44 - 8 minutes ★★★★★ - 3 ratingsIn 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?
Holistic Finance - July 17, 2023 14:02 - 13 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - July 10, 2023 13:48 - 19 minutes ★★★★★ - 3 ratingsIn 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?
Holistic Finance - July 03, 2023 13:14 - 15 minutes ★★★★★ - 3 ratingsIn 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?
Holistic Finance - June 26, 2023 14:36 - 10 minutes ★★★★★ - 3 ratingsIn 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?
Holistic Finance - June 20, 2023 14:20 - 14 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - June 12, 2023 12:46 - 21 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - June 05, 2023 13:09 - 21 minutes ★★★★★ - 3 ratingsIn 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?
Holistic Finance - May 30, 2023 12:38 - 20 minutes ★★★★★ - 3 ratingsIn 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?
Holistic Finance - May 22, 2023 14:36 - 16 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - May 15, 2023 13:36 - 13 minutes ★★★★★ - 3 ratingsIn 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?
Holistic Finance - May 08, 2023 13:10 - 12 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - May 01, 2023 14:43 - 14 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - April 24, 2023 13:46 - 18 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - April 17, 2023 13:43 - 14 minutes ★★★★★ - 3 ratingsIn 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...
Episode 189 - Steps 7 And 8 Of Your Personal Financial Plan
Holistic Finance - April 10, 2023 13:41 - 20 minutes ★★★★★ - 3 ratingsIn 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,...
Episode 188 - Steps 5 And 6 Of Your Personal Financial Plan
Holistic Finance - April 03, 2023 13:10 - 22 minutes ★★★★★ - 3 ratingsIn 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
039: Talking ESOPs with Larry Kaplan
Find Your Exit - Exit Planning Strategies for Business Owners - March 29, 2023 14:49 - 34 minutes ★★★★★ - 17 ratingsYou’re considering selling your company and you hear about a concept to defer or even possibly not pay capital gains—instantaneously creating tax advantages for your company. All that might sound too good to be true, however, Employee Stock Option Plans (ESOPs) are a viable alternative when one ...
Episode 187 - Step 4 Of Your Own Financial Plan
Holistic Finance - March 27, 2023 13:35 - 28 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - March 20, 2023 13:38 - 34 minutes ★★★★★ - 3 ratingsIn 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 vi...
Episode 185 - 10 Steps To Your Personal Financial Plan
Holistic Finance - March 13, 2023 12:00 - 17 minutes ★★★★★ - 3 ratingsIn 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?
Holistic Finance - March 07, 2023 14:44 - 12 minutes ★★★★★ - 3 ratingsIn 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
Holistic Finance - February 27, 2023 12:31 - 15 minutes ★★★★★ - 3 ratingsIn 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?
Holistic Finance - February 21, 2023 15:05 - 15 minutes ★★★★★ - 3 ratingsIn 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 li...
Episode 181 - Spreadsheet Math VS Real Life Math
Holistic Finance - February 13, 2023 15:15 - 14 minutes ★★★★★ - 3 ratingsIn 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
Related Retirment Topics
- Exitplanning 2
- Finance 2