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Holistic Finance

Ryan Burklo and Alex Collins

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1 Creator

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)

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Top 10 Holistic Finance Episodes

Best episodes ranked by Goodpods Users most listened

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03/28/21 • 22 min

Do you have a life insurance policy? If so, when was the last time that you looked at the policy? In this week's episode, Ryan and Alex discuss life insurance and its many benefits. If you have not taken a look at your life insurance lately, this is a great episode for you.

If you have any questions about this podcast or want to reach out to Alex or Ryan, please visit our website www.holistic-finance.com to schedule an appointment or find more articles and podcast episodes.

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03/28/21 • 22 min

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03/21/21 • 15 min

In this week's episode, Ryan and Alex discuss the new payroll tax for Washington State residents that goes into effect in January 2022 to cover long term care. If you have not heard of this new tax, listen to this episode to learn what it is, who it covers and if you should opt out.

If you have any questions about this episode, visit our website www.holistic-finance.com to schedule an appointment or to learn more about us.

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03/21/21 • 15 min

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03/14/21 • 31 min

In this episode, Ryan interviews Dr. Kiersten DeWitt, a naturopathic physician focused on chronic pain, addiction, diabetes and more. In this interview, she talks about how she came into Naturopathy and how she focuses on hard work and educating her clients in health and wellbeing. If you want to reach out to Dr. Dewitt or learn more about her, visit her website www.kierstendewitt.com or find her podcast at www.ndinspo.com

To speak with Ryan or learn more about us, visit our website www.holistic-finance.com

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03/14/21 • 31 min

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03/07/21 • 20 min

In this week's podcast, Ryan and Alex discuss how to protect your naturopathic practice and which pieces of your business are the most important. If you have questions about this podcast or want to reach out to Alex or Ryan, please visit our website www.holistic-finance.com where you can schedule an appointment or learn more about us.

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03/07/21 • 20 min

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How are you paying the other doctors in your practice? Are they real employees or just renting a room? If you have questions about how to structure your practice or your finances, reach out to Alex or Ryan by scheduling an appointment today.

If you would like to learn more about us or to speak to Alex or Ryan, visit our website www.holistic-finance.com where you can read articles specific to naturopathic physicians and find more resources.

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02/28/21 • 19 min

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02/21/21 • 14 min

In this week's podcast, Ryan and Alex discuss the three types of debt and how to leverage them. Not all debt is bad debt and most all of us have some, so how do we deal with this issue.

If you have questions or would like to speak with Alex or Ryan, please visit our website www.holistic-finance.com where you can schedule an appointment, answer the question of the day or learn more about us

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02/21/21 • 14 min

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02/14/21 • 31 min

In this week's podcast, Ryan interviews Dr. Sage Wheeler about his journey to become a successful Naturopathic Physician in Bellevue, Washington. If you would like to learn more about Dr. Wheeler, visit his website www.sagemed.co

If you would like to reach out to Alex or Ryan, please visit our website www.holistic-finance.com where you can schedule an appointment or learn more about us.

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02/14/21 • 31 min

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02/07/21 • 18 min

In this week's Holistic Finance podcast, Ryan and Alex discuss knowing your numbers. Do you know how much it takes to run your practice, what each patient costs or how much money it will take you to run your business for the next year? If you have any questions about your number, schedule an appointment with Alex or Ryan today by visiting our website www.holistic-finance.com

If you want to know your numbers in 2021, let us help you.

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02/07/21 • 18 min

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In this episode of Holistic Finance, Ryan and Alex discuss America's historical experience with money. What are your generational experiences with money and how has your families' beliefs about finance made you think about your money?

If you have any questions about this podcast or would like to reach out to Alex or Ryan about your finances in 2021, please visit our website www.holistic-finance.com where you can schedule an appointment, answer the question of the day or learn more about us.

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01/31/21 • 21 min

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04/05/21 • 16 min

In this week's episode, Ryan and Alex discuss how most Americans look at their money. Do you know where to put your money and why? How do you look at your finances?

If you have questions about this podcast or want to reach out to Alex or Ryan, visit our website, www.holistic-finance.com where you can learn more about us or schedule an appointment.

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04/05/21 • 16 min

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FAQ

How many episodes does Holistic Finance have?

Holistic Finance currently has 207 episodes available.

What topics does Holistic Finance cover?

The podcast is about Management, Investing, Podcasts, Finance and Business.

What is the most popular episode on Holistic Finance?

The episode title 'Episode 86 - How Much Life Insurance do You Need?' is the most popular.

What is the average episode length on Holistic Finance?

The average episode length on Holistic Finance is 21 minutes.

How often are episodes of Holistic Finance released?

Episodes of Holistic Finance are typically released every 7 days.

When was the first episode of Holistic Finance?

The first episode of Holistic Finance was released on Aug 14, 2019.

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