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Holistic Finance

By Ryan Burklo and Alex Collins

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)< New York, NY. PAS is an indirect, wholly owned subsidiary of Guardain. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian #2019-84324 Exp 08/21  

  1. 1.
    Episode 64 Your job as a business owner is to make yourself replaceable10/25/2020
    27:52
  2. 2.
    Episode 63 - How to Separate Personal from Business Finances10/18/2020
    21:01
  3. 3.
    Episode 62 - Strategies for College Planning10/11/2020
    17:02
  4. 4.
    Episode 61 - Funding Vehicles for College Planning10/04/2020
    20:43
  5. 5.
    Episode 61 - 3 Things More Important than a 529 Plan09/27/2020
    12:35
  6. 6.
    Episode 60 - Interview with Dr. Sean Hesler09/20/2020
    41:30
  7. 7.
    Episode 59 - 5 Layers of Success09/13/2020
    34:22
  8. 8.
    Episode 58 - Interview with Michael Safren09/06/2020
    39:34
  1. 9.
    Episode 57 - Long Term Disability Insurance and How it Works08/30/2020
    20:44
  2. 10.
    Episode 56 - Should I Refinance to Take Advantage of Lower Interest Rates?08/23/2020
    17:18
  3. 11.
    Episode 54 - How to retain your best employees08/16/2020
    20:06
  4. 12.
    Episode 53 - How to move from practitioner to business CEO with Andrea Maxim08/09/2020
    34:38
  5. 13.
    Episode 52 - When to set up a 401k, Simple IRA or Personal IRA08/02/2020
    19:01
  6. 14.
    Episode 51 - What's Your Vision? 3 Steps to Take07/26/2020
    20:59
  7. 15.
    Episode 50 - Why Hire a Financial Advisor?07/19/2020
    20:10
  8. 16.
    Episode 49 - 3 Steps to Build Your Practice07/12/2020
    24:57
  9. 17.
    Episode 48 - What is a marketing plan?07/05/2020
    27:16
  10. 18.
    Episode 47 - Who is your financial quarterback?06/28/2020
    21:54
  11. 19.
    Episode 46 - Interview with AANP President Dr. Kachko06/21/2020
    34:07
  12. 20.
    Episode 45 - Do you have balance across your assets?06/14/2020
    24:51
  13. 21.
    Episode 44 - Integrative Approach to Your Finances06/07/2020
    29:55
  14. 22.
    Episode 43 - Art of People - Interview with Best Selling Author Dave Kerpen05/31/2020
    29:18
  15. 23.
    Episode 42 - What is the Institute for Natural Medicine? Interview with Dr. Michelle Simon05/24/2020
    23:33
  16. 24.
    Episode 41 - What's Your Exit Strategy?05/17/2020
    28:36
  17. 25.
    Episode 40 - Personal Disaster Planning05/10/2020
    31:18
  18. 26.
    Episode 39 - Interview with Nicolas Cole05/03/2020
    32:22
  19. 27.
    Episode 38 - Interview with Christopher Burgess04/26/2020
    27:36
  20. 28.
    Episode 37 - Disaster Planning for your Business04/19/2020
    25:05
  21. 29.
    Episode 36 - What type of practice are you building?04/12/2020
    28:23
  22. 30.
    Episode 35 - Finances, an ounce of prevention vs a pound of cure04/05/2020
    25:41
  23. 31.
    Episode 34 - Which is more important personal or business financial planning03/22/2020
    19:42
  24. 32.
    Episode 33 - Attracting and Retaining Key Employees03/15/2020
    23:17
  25. 33.
    Episode 32 - Dr. Jaquel Patterson Interview03/08/2020
    28:30
  26. 34.
    Episode 31 - 3 common valuation methods and why you should care03/01/2020
    21:44
  27. 35.
    Episode 30 - Roth, to convert or not convert02/23/2020
    13:14
  28. 36.
    Episode 29 - 5 Ways to talk to your parents about money02/16/2020
    17:17
  29. 37.
    Episode 28 - 7 Biggest Financial Mistakes Part 202/09/2020
    18:53
  30. 38.
    Episode 27 - 7 Biggest Financial Mistakes Part 102/02/2020
    21:50
  31. 39.
    Episode 26 - How to talk to your kids about money01/26/2020
    15:09
  32. 40.
    Episode 25 - Preparing your practice finances for 202001/19/2020
    16:08
  33. 41.
    Episode 24 - Interview with Dr. Karen Litzy01/12/2020
    30:40
  34. 42.
    Episode 23 - Struggling to find the time to chat with your spouse about money part 201/05/2020
    22:14
  35. 43.
    Episode 22 - Struggling to find the time to talk about money with your spouse12/29/2019
    18:21
  36. 44.
    Episode 21 - How to prioritize your money12/22/2019
    28:24
  37. 45.
    Episode 20 - How much life insurance should I have12/16/2019
    29:17
  38. 46.
    Episode 19 - Our top 4 tips to prevent holiday over-spending12/08/2019
    14:39
  39. 47.
    Episode 18 - Stacey Romberg Interview12/01/2019
    36:40
  40. 48.
    Episode 17 - How are you protecting your income11/24/2019
    23:42
  41. 49.
    Episode 016 - Joe McGrath Interview11/17/2019
    27:17
  42. 50.
    Kristen Blosser Interview11/10/2019
    19:04
  43. 51.
    Episode 14 - What is the difference between actual and average rate of return11/03/2019
    18:22
  44. 52.
    Episode 013 - How is money dripping off your balance sheet10/27/2019
    22:30
  45. 53.
    Episode 012 - What's the difference between Simple IRA, Sep IRA and 401K?10/20/2019
    15:26
  46. 54.
    Episode 011 - Should you overpay on your mortgage10/13/2019
    21:49
  47. 55.
    Episode 010 - Leveraging your cash10/06/2019
    28:25
  48. 56.
    Episode 009 - What to think about when starting a new practice09/29/2019
    24:50
  49. 57.
    Episode 008 - Attracting and Retaining Key Employees09/22/2019
    22:07
  50. 58.
    Pierce Dyer Interview09/15/2019
    39:00
  51. 59.
    Episode 006 - When should you hire a financial advisor?09/08/2019
    21:49
  52. 60.
    Episode 005 - Interview with Nick Wilson09/01/2019
    44:32
  53. 61.
    Episode 004 - One day you will exit your business08/25/2019
    27:24
  54. 62.
    Episode 003 - Now that I am making money, what do I do with it08/14/2019
    24:39
  55. 63.
    Episode 002 - What is your financial philosophy?08/14/2019
    21:28
  56. 64.
    Episode 001 - Introduction to Holistic Finance Podcast08/14/2019
    14:52

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