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 92 - Interview with Pierce Dyer
    33:30
  2. 2.
    Episode 91 - When Will Financial Education be a Priority?
    11:15
  3. 3.
    Episode 90 - Why You Should Have Long Term Disability Insurance
    15:26
  4. 4.
    Episode 89 - Stop One Day'ing Yourself
    11:24
  5. 5.
    Episode 88 - 3 Things Financially That I Wish I Had Known Earlier in My Career
    23:02
  6. 6.
    Episode 87 - Do You Look at Your Money Backwards?
    16:14
  7. 7.
    Episode 86 - How Much Life Insurance do You Need?
    22:01
  8. 8.
    Episode 85 - Washington State's New Payroll Tax
    15:31
  1. 9.
    Episode 84 - Dr. Kiersten DeWitt Interview
    31:23
  2. 10.
    Episode 83 - Protect These 3 Pieces of Your Practice
    20:22
  3. 11.
    Episode 82 - What is your compensation structure for your doctors
    19:05
  4. 12.
    Episode 81 - Not All Debt is Bad Debt
    14:43
  5. 13.
    Episode 80 - Interview with Dr. Sage Wheeler
    31:26
  6. 14.
    Episode 79 - Know Your Numbers
    18:08
  7. 15.
    Episode 78 - What Generational Experience Have You Had with Money?
    21:04
  8. 16.
    Episode 77 - What is the difference between a mission and a vision statement?
    20:38
  9. 17.
    Episode 75 - Dr. Kelsey Klausmeyer Interview
    27:25
  10. 18.
    Episode 74 - 3 Steps for a Simple Financial Plan in 2021
    19:53
  11. 19.
    Episode 73 - Can merging practices bring value?
    17:58
  12. 20.
    Episode 72 - What is Your Moment of Wealth?
    9:49
  13. 21.
    Episode 71 - What are you using to objectively measure where you stand financially
    27:55
  14. 22.
    Episode 70 - What's in your portfolio?
    31:22
  15. 23.
    Episode 69 - What drives the return of your portfolio?
    21:21
  16. 24.
    Episode 68 - Happy Thanksgiving
    14:19
  17. 25.
    Episode 67 - What's the Difference between the Economy and the Stock Market?
    23:05
  18. 26.
    Episode 66 - What are you comparing your portfolio to?
    21:00
  19. 27.
    Episode 65 - What's Your Plan for Debt?
    21:21
  20. 28.
    Episode 64 Your job as a business owner is to make yourself replaceable
    27:52
  21. 29.
    Episode 63 - How to Separate Personal from Business Finances
    21:01
  22. 30.
    Episode 62 - Strategies for College Planning
    17:02
  23. 31.
    Episode 61 - Funding Vehicles for College Planning
    20:43
  24. 32.
    Episode 61 - 3 Things More Important than a 529 Plan
    12:35
  25. 33.
    Episode 60 - Interview with Dr. Sean Hesler
    41:30
  26. 34.
    Episode 59 - 5 Layers of Success
    34:22
  27. 35.
    Episode 58 - Interview with Michael Safren
    39:34
  28. 36.
    Episode 57 - Long Term Disability Insurance and How it Works
    20:44
  29. 37.
    Episode 56 - Should I Refinance to Take Advantage of Lower Interest Rates?
    17:18
  30. 38.
    Episode 54 - How to retain your best employees
    20:06
  31. 39.
    Episode 53 - How to move from practitioner to business CEO with Andrea Maxim
    34:38
  32. 40.
    Episode 52 - When to set up a 401k, Simple IRA or Personal IRA
    19:01
  33. 41.
    Episode 51 - What's Your Vision? 3 Steps to Take
    20:59
  34. 42.
    Episode 50 - Why Hire a Financial Advisor?
    20:10
  35. 43.
    Episode 49 - 3 Steps to Build Your Practice
    24:57
  36. 44.
    Episode 48 - What is a marketing plan?
    27:16
  37. 45.
    Episode 47 - Who is your financial quarterback?
    21:54
  38. 46.
    Episode 46 - Interview with AANP President Dr. Kachko
    34:07
  39. 47.
    Episode 45 - Do you have balance across your assets?
    24:51
  40. 48.
    Episode 44 - Integrative Approach to Your Finances
    29:55
  41. 49.
    Episode 43 - Art of People - Interview with Best Selling Author Dave Kerpen
    29:18
  42. 50.
    Episode 42 - What is the Institute for Natural Medicine? Interview with Dr. Michelle Simon
    23:33

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