Holistic Finance: Recent Episodes
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
This 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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-finance.com
In 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, please visit our website www.holistic-finance.com
In 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
In 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
In 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 visit our website for Naturopathic Physicians www.holistic-finance.com
In 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
In 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
In 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
In 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 link below to go to our blog posting
https://quantifiedfinancial.com/news/do-you-have-a-wealth-building-account-5-steps-to-automate
In 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
In this episode of Holistic Finance, Ryan discusses how to see your finances on one page and help simplify them.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss the top five reasons that Naturopathic Physicians work with financial advisors.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex will discuss understanding how your assets are allocated and looking at your various investments.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss the 7 financial steps you should take for the new year.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan talks about 3 steps you should take for your 2023 financial planning.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Alex and Ryan discuss what asset allocation is in your portfolio.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss the difference between active versus passive investing.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss the basics of investing.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss three tips to help keep your holiday spending under control.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss the difference between strategies and tactics and how to know how you are building your practice.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss the top three financial concepts that they have learned about over the years that they are thankful for and want to share with you.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss three reasons to have an emergency fund that you have not heard of and may not have thought about.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss the volatility in the economy and how this might affect your retirement.
If you have any questions about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss the difference between an investment manager and a financial planner and why you should work with one over another.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss four types of luck to help build wealth for Naturopathic Physicians.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss four financial topics that successful Naturopathic Physicians understand better than other people.
If you would like to learn more about Quantified Financial Partners, please visit our website, www.holistic-finance.com
In this episode, Ryan and Alex discuss why it is important to project your revenue and how to get started.
If you have any questions about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this week's episode, Ryan and Alex discuss taking action rather than focusing on the results. They give you three steps to help you take action consistently.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this week's episode, Ryan and Alex talk about how to market your practice and why it is important.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan discusses the federal student loan forgiveness program.
If you have any questions about the program, please visit us at www.holistic-finance.com or you can visit the federal government's website https://studentaid.gov/manage-loans/forgiveness-cancellation
In this episode, Ryan interviews Dr. Paul Anderson. Dr. Anderson is CEO of the Anderson Medical Group and Medical Director of Anderson Medical Specialty Associates, a clinic focusing on the care of patients with cancer, chronic diseases and complicated medical presentations. He brings over two decades of medical training and experience together to allow his clinical and educational presence to grow and serve patients and physicians in the best way possible. If you would like to contact Dr. Anderson or learn more about him, please visit his website https://www.synergycmegroup.com/paul-anderson-nmd
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss Will Smith's autobiography, Will. They talk about how most people spend their time working towards becoming happy instead of enjoying the process along the way.
If you have any questions or want to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss how hiking and retirement are similar.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss estate planning and why it is so important for you and your family's security.
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In 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
In 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
In 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
In 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
In 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.holistic-finance.com
In 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
In 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
In 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 info@lifestream-bewell.com
If you would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In 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
In 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 Partners, please visit our website www.holistic-finance.com
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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
In 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 practice, please visit our website www.holistic-finance.com
In 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 kblosser@siginsures.com
If you would like to learn more about Quantified Financial Partners, you can reach us at www.holistic-finance.com
In 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
In 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-finance.com
In 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
This 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
In 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
In 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
In 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
In 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.
In 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
In 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
In 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.
In 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
Is 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.
What 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
In 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
In 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 Partners and how we help Naturopathic Physicians at our website www.holistic-finance.com
In 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.
In 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.
In 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
In 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.
In 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
In 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
In 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
In 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
In this week's podcast, we re-release one of our most popular episodes from Holistic Finance, What is the difference between the economy and the stock market.
If you have any questions about this episode or want to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this week's episode, Ryan and Alex breakdown your financial feedback loop, how you look at your own finances and how to create a financial outlook for yourself and your practice.
If you have any questions about this podcast or Quantified Financial Partners, please visit us at www.holistic-finance.com where you can schedule an appointment or learn more about events and webinars that we put on for Naturopathic Physicians.
In this week's episode, Ryan and Alex discuss their upcoming webinar series for Naturopathic Physicians titled Accelerate Your Practice: A Master Class. If you would like to learn more about this series, attend the introductory webinar on September 7th.
Click Here to Register
If you cannot attend, but would like to learn more, please visit our website www.holistic-finance.com where you can schedule an appointment to talk to Ryan or Alex.
In this episode, Ryan and Alex break down the 3 steps they think will help build your practice and they are probably not things you would think of.
If you have any questions for Alex or Ryan or would like to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this week's episode, Ryan and Alex break down the importance of life insurance, understanding why you need it and how much you will need for your family.
If you have any questions for Ryan or Alex or want to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
Are you aware of the two new tax laws that will be implemented soon in Washington state? If not, this is an important episode for you.
If you have any questions about this episode or would like to talk to Alex or Ryan or learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this week's episode, Ryan and Alex discuss how to calculate how much money you will need to retire.
If you have any questions about this episode or would like to reach out to Alex or Ryan or learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
What are the first five financial steps you need to take in order to build a successful Naturopathic Practice? If you do not know, you need to listen to this episode.
If you have any questions for us or would like to reach out to Ryan or Alex, please visit our website www.holistic-finance.com where you can schedule an appointment or learn more about Quantified Financial Partners.
You have heard people say that they hate money, but they don't really hate money. What is your relationship with money and do you think you hate it?
If you have any questions about this podcast or would like to speak with Alex or Ryan, please visit our website at www.holistic-finance.com where you can schedule an appointment or learn more about Quantified Financial Partners.
In this week's podcast, Ryan and Alex discuss where you are emotional about investing and may not know it. Do you have an emotional response to investing your money?
If you have any questions for us or want to learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com
In this week's podcast, Ryan and Alex discuss the fees inside your investments. Where do they come from and why are you paying them?
If you have any questions about this episode or want to speak with Alex or Ryan or learn more about Quantified Financial Partners, please visit our website www.holistic-finance.com.
In this episode, Ryan and Alex discuss where rate of return comes from. This is the third episode discussing the basics of investing. If you have not listened to the previous two episodes, do that now.
If you have any questions for Alex or Ryan or would like to schedule an appointment or just learn more about us, please visit our website www.holistic-finance.com
In last week's episode, Ryan and Alex introduced you to investing. This week they follow it up with the rules of investing. Do you know what the rules are? Are you following them?
If you have any questions for us or 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 Quantified Financial Partners.
Are you new to investing or is it something that you have thought about but did not understand enough to begin? In this week's episode, Ryan and Alex give you an introduction to investing.
If you have any questions about this episode or want to reach out to us, visit our website www.holistic-finance.com where you can answer the question of the day or schedule an appointment.
In this week's episode, Ryan and Alex discuss the 3 things you need to do after you set up your emergency fund.
If you have any questions about this episode or are ready to answer the question of the day to choose which topic you would like to hear on our next podcasts, please visit our website www.holistic-finance.com
In this week's podcast, Ryan and Alex discuss which retirement plan makes the most sense for you. Do you already have an IRA, Roth IRA or a 401K? Do you know which one you should have?
If you have any questions about this episode or would like to reach out to Alex or Ryan or just learn more about us, visit our website www.Holistic-Finance.com to schedule an appointment or answer the question of the day.
What is the time value of money? How do you determine if the money you are spending on your practice is worth it? In this week's episode, Ryan and Alex discuss the time value of your money and the finances of your practice.
If you have any questions about this episode or would like to reach out to Alex or Ryan, please visit our website www.holistic-finance.com where you can make an appointment or answer the question of the day.
What is your view of money? How do you look at your finances and financial goals? In this episode, Ryan and Alex discuss how to look at your money and change your view.
If you would like to reach out to Alex or Ryan to make an appointment or just learn more about Quantified Financial Partners, visit our website www.holistic-finance.com
In this episode, Ryan interviews Pierce Dyer. He is the National Program Director - Naturopathic Malpractice Liability at Sprague Israel Giles, Inc. You can reach him by visiting his website https://www.siginsures.com/
If you have any questions about this episode or want to reach out to Ryan or Alex, please visit our website www.holistic-finance.com
In this podcast, Ryan and Alex discuss how to make financial education a priority and not make decisions about your money without doing research.
If you have any questions about this episode or would like to reach out to Alex or Ryan, please visit our website www.Holistic-Finance.com to learn more about us.
In this episode, Ryan and Alex discuss the importance of having long term disability insurance to protect your investment as a Naturopathic Physician. Do you know what long term disability insurance is? Do you think it is too expensive? Listen to this podcast to learn more.
If you would like to reach out to Alex or Ryan or make an appointment to discuss your finances, visit our website www.Holistic-Finance.com or email us as QFPTeam@Quantifiedwa.com
In this week's episode, Ryan and Alex discuss how we all put off things for another day instead of following through with goals and dreams that we want to accomplish. Are there things in your life you are putting off for another day?
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 find articles and other podcasts specifically for Naturopaths.
In this week's podcast, Ryan and Alex discuss financial topics that they wish they had known earlier in their career. Learn from their knowledge in order to avoid some of this same mistakes.
If you have any questions about this episode or if you would like to reach out to Alex or Ryan and schedule an appointment, or if you just want to learn more about us, please visit our website www.holistic-finance.com
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.
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.
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.
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
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.
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.
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
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.
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.
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.
In this week's podcast, Ryan and Alex discuss the difference between a vision and a mission statement? Do you know the difference? Do you have a mission and a vision statement for your practice or your life?
If you would like to reach out to Alex or Ryan or schedule an appointment with them, please visit our website www.holistic-finance.com to find out how to get in touch with us in 2021.
In this week's podcast, Ryan and Alex discuss the problems you are trying to solve and the goals you are trying to achieve. Once you accomplish the thing in your life you have set before you, then there will be something else, so you never really arrive because you will always have another goal.
If you have any questions about this podcast or if you would like to reach out to Alex or Ryan, please visit our website at www.holistic-finance.com where you can schedule an appointment or answer the question of the day.
In this week's podcast, Ryan interviews Dr. Kelsey Klausmeyer of the Institute of Complementary Medicine in Seattle, Washington. He is also the current president of the Washington Association of Naturopathic Physicians. To learn more about Dr. Klausmeyer, visit his website https://icmedicine.com If you would like more information about the WANP, please visit their website https://wanp.org
If you would like to learn more about us or have questions for Ryan or Alex, please visit our website www.holistic-finance.com
Do you have a financial plan for 2021? In this week's episode, Ryan and Alex discuss how to simplify your finances this year while setting goals you can achieve.
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 where you can learn more about us or schedule a free initial appointment.
In this episode, Ryan and Alex discuss merging practices. Have you ever thought about merging your practice with another naturopathic physician? What are your fears in taking this next step? If you have any questions about this podcast or want to reach out and schedule an appointment with Alex or Ryan, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss your moment of wealth. During this holiday season, can you contemplate your moment of wealth? We hope you and your family have a great holiday season and if you need to reach out to us, visit our website www.holistic-finance.com. You can schedule an appointment or answer our question of the day.
In this episode, Ryan and Alex discuss how to measure where you stand financially. Are you where you want to be or not and how do you know if you are sound in your finances today and in the future?
If you have questions about this podcast or you would like to speak with Alex or Ryan to schedule an appointment, please visit our website www.holistic-finance.com
In this week's podcast Alex and Ryan continue their discussion on your portfolio by digging deeper into the topic. They have many more questions for you to consider about why you are investing in and where you put your money.
If you have any other questions for Alex or Ryan or would like to schedule an appointment with them, please visit our website at www.holistic-finance.com
In this week's podcast, Ryan and Alex continue their series on your portfolio by asking what drives it's return. If you haven't listened to the previous episodes, go back and listen to those first.
If you have any questions about this podcast or want to reach out and talk to Ryan or Alex, please visit our website www.holistic-finance.com
We want to say THANK YOU for listening to our podcast this year. We are thankful for our the Naturopathic community, our listeners, our clients, our friends and family and this episode is to let you all know how much.
If you have any questions or want to reach out to us, please visit our website www.holistic-finance.com
Please be careful this Thanksgiving and have a great week!
In this week's episode, Ryan and Alex break down the difference between the stock market and the economy and why some people think they are the same thing. If you have any questions about this podcast or would like to reach out and talk to Ryan or Alex, please visit our website at www.holistic-finance.com where you can schedule an appointment and learn more about how we interact with the Naturopath community.
In this week's podcast, Ryan and Alex ask what you are comparing your portfolio against. Is it the S&P 500 Index or the Dow Jones Industrial? Do you know why you are invested in what you are currently invested in?
If you have any questions or would like to talk to Alex or Ryan or schedule an appointment with them, please visit our website www.holistic-finance.com
In this episode, Ryan and Alex discuss debt and your plan for tackling debt. Do you have a plan and if you do, are you disciplined in staying on top of the debt?
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 where you can learn more about us or schedule an appointment.
In this week's episode, Ryan and Alex discuss the importance of making yourself replaceable as a practice owner, for yourself and your patients.
If you have any questions about this podcast or would like to reach out to Alex or Ryan or make an appointment, please visit our website www.holistic-finance.com
Do you know how to separate your personal from your business finances? In this week's episode, Ryan and Alex discuss the ways to organize your finances and the importance of keeping them apart.
If you have any questions about this podcast or would like to reach out to Alex or Ryan, please visit our website at www.holistic-finance.com to schedule an appointment.
In this week's podcast, Ryan and Alex wrap up their discussion on ways to pay for your child's college. This episode revolves around the different strategies Alex and Ryan have used with their clients.
If you would like to learn more about us or want to reach out and schedule an appointment, please visit our website at www.holistic-finance.com or if you want to learn more about college planning, go to our website on this topic www.quantifiedfinancial.com/college-planning where you can find more podcasts and articles on how to pay for college.
In this podcast episode, Ryan and Alex continue their discussion on college planning with the different ways you can save and pay for your child's college. If you did not listen to last week's podcast, go do that now. We have set up a website for college planning at www.quantifiedfinancial.com/college-planning where you can find more podcast and articles. If you want to reach out to Alex or Ryan, you can make an appointment there or learn more about Holistic Finance at our website www.holistic-finance.com
In this week's podcast, Ryan and Alex discuss what you should do before putting money away for your child's college. Have you thought about saving for college? Before you start that 529 plan, listen to this podcast and make sure you have done these 3 things first.
If you would like to contact Ryan or Alex or have questions about college planning, please visit our website at www.holistic-finance.com where you can make an appointment or email us.
In this week's episode, Ryan interviews Dr. Sean Hesler. ND, is the Executive Director of Naturopaths Without Borders. Before graduating from Southwest College of Naturopathic Medicine, Dr. Sean accumulated over 300 clinical hours in global health while elevating NWB from a student organization to the global organization it is today. He co-founded the MamaBaby Haiti birth center in Cap Haitien as Medical Director and Staff Physician for 9 months and now travels between NWB’s sites in Haiti, Mexico, and Phoenix.
If you want to reach out to Dr. Sean Hesler, you can find him on Facebook at Naturopaths without Borders or to his email Sean.Hesler@Gmail.com
If you have any questions about this podcast or want to get in touch with us, please visit our website www.Holistic-Finance.com where you can make an appointment or learn more about the work we do with Naturopathic Physicians.
In this week's episode of Holistic Finance, Ryan and Alex discuss the 5 Layers of Success to help you in your naturopathic practice. If you have any questions on this podcast or want to reach out to us at Quantified Financial Partners, please visit our website www.holistic-finance.com where you can send us an email or make an appointment with Alex or Ryan.
In this week's podcast, Ryan interviews Michael Safren, an attorney who specializes in business law. They discuss the legal side of your practice on topics such as LLC and employees. If you would like to get in touch with Michael Safren, visit his website www.JennyLingLaw.com or if you want to contact us or have any questions about this podcast, please visit our website www.holistic-finance.com to schedule an appointment or send us an email.
What would happen if you woke up tomorrow and could not go to work because of an illness or injury? Do you have long term disability insurance and do you know how it works? In this podcast episode, Ryan and Alex discuss what long term disability insurance is and how it works to protect your income.
If you have any questions for Alex or Ryan or would like to reach out and make an appointment, please visit our website www.holistic-finance.com
Should you refinance with interest rates at an all time low? In this week's podcast, Ryan and Alex discuss this important topic. If you have any questions about us or want to learn more, please visit our website at www.holistic-finance.com
You can schedule an appointment with Ryan or Alex or find links to our social media pages.
In this week's podcast, Ryan and Alex discuss how to keep those key employees in your practice that have become an integral part of your success. If you have any questions for Alex or Ryan or want to reach out and make an appointment, please visit our website at www.holistic-finance.com
In this week's podcast, Ryan interviews Dr. Andrea Maxim, ND, a practicing naturopathic doctor, author, and business mentor. If you would like to reach out to Andrea, you can visit her website www.themaximmovement.com or www.maximizedbusiness.ca or find her on Instagram at @AndreaMaximND. She also records a podcast, The Profitable Practice Podcast, which you can find wherever you listen to podcasts. If you would like to reach out to Ryan, please visit our website www.holistic-finance.com to schedule an appointment or ask any questions that you have.
Do you know the difference between a 401K, Simple or Personal IRA or why you should choose one? In this week's podcast, Ryan and Alex discuss each one and why you should choose one over the other. If you have any questions about this episode or want to reach out to Alex or Ryan or just learn more about Quantified Financial Partners, please visit our website at www.holistic-finance.com to schedule an appointment.
What is the vision for your practice? Have you thought about where you want your practice to go in the future? In this week's podcast, Ryan and Alex discuss 3 steps to take to build the practice you want. If you want to reach out to us or learn more about us, please visit our website at www.holistic-finance.com where you can schedule an appointment.
If you have ever wondered why you should hire a financial advisor, in this week's episode, Ryan and Alex explain what value they can bring to your practice. If you have any questions about this episode or if you want to speak with Alex or Ryan, please visit our website at www.holistic-finance.com where you can learn more about us or schedule an appointment.
In this week's podcast, Ryan and Alex discuss the steps that they have taken to build their financial advising practice and how it can relate and help Naturopaths build their practice. 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 learn more about us.
In today's episode, Ryan and Alex are helping you figure out what a marketing plan is and how it will be helpful for your practice. Do you have a marketing plan? Do you know how to implement it to boost your practice? If you want to learn more about Ryan and Alex or want to listen to more episodes, visit our website www.holistic-finance.com where you can schedule an appointment or subscribe to our podcast.
In this week's podcast, Ryan and Alex discuss who your financial quarterback is. Do you have someone in your life that helps you make decisions about your finances or who seems to know everything there is to know about taxes and retirement? Having someone who is knowledgeable and can help you navigate these topics is important. If you want to learn more about Alex and Ryan or about this podcast, please visit our website www.holistic-finance.com
In this episode, Ryan interviews Dr. Robert Kachko, the President of the American Association of Naturopathic Physicians. Robert Kachko ND, LAc is a recognized expert in the fields of chronic pain, neurodegenerative (brain) disease, cardiovascular (heart) disease, and metabolic syndromes. His passion is helping people prevent and reverse the chronic diseases of aging they worry about through Naturopathic and Integrative Medicine. To that end, he works to expand access to these approaches through advocacy, national lectures, and media appearances.
If you have any questions for us, visit our website www.Holistic-Finance.com to make an appointment, reach out and let us know how we can help you.
In this week's episode, Ryan and Alex continue their discussion on having an integrative approach to your finances. This week they go a deeper and discuss having balance across your assets. If you have any questions about this podcast or want to have a conversation with Alex or Ryan, please visit our website where you will find articles and more podcasts created especially for naturopathic physicians www.holistic-finance.com
In this week's podcast, Ryan and Alex discuss an integrative approach to your finances. Just like in your practice, you have to look at the pieces of your financial picture to see everything clearly. By looking at the protection, assets, liabilities and cash flow, you can see what your total financial life looks like. If you have any questions for Alex or Ryan or want to reach out to us, please visit our website www.holistic-finance.net
In this week's episode, Ryan interviews Dave Kerpen, best-selling author of the book The Art of People: 11 Simple People Skills That Will Get You Everything You Want. He is also a key note speaker and the founder and Chairman of Likeable Media, an award-winning social media and word-of-mouth marketing agency for big brands. If you would like to learn more about Dave, visit his website www.davekerpen.com and if you would like to purchase his best selling book, visit Amazon.com. If you would like to speak with Ryan or Alex, visit our website, www.holistic-finance.com
In this week's episode, Ryan interviews Dr. Michelle Simon of the Institute for Natural Medicine. She discusses the profession of Natural Medicine and its importance. If you would like to learn more about INM, visit the website https://naturemed.org/ There is also a resource page we have for the COVID situation: https://naturemed.org/online-housecall-series/ They are also working on a campaign to raise awareness about the availability of NDs via telemedicine at the moment. If anyone has an interest in helping connect the public to NDs in order to foster understanding about how their immune system works and how to best support it, visit the INM website. Here is the link to donate: https://interland3.donorperfect.net/weblink/WebLink.aspx?name=E199465&id=6 If you would like to learn more about us or subscribe to our podcast, please visit www.holistic-finance.com
In this week's podcast, Ryan and Alex discuss your exit strategy. Do you have a plan in place for when you retire from your practice? The value of the business that you have built, who you plan to have takeover the business when you leave and the patients that have trusted you over the years are just a few things you need to consider when planning your exit strategy. If you have questions about this podcast or want to get in touch with Alex or Ryan, visit our website at www.holistic-finance.com
In this week's episode, Ryan and Alex discuss the importance of having your personal finances in order. It is difficult to focus on your practice, when you are having personal financial issues. If you have any questions about this podcast or want to reach out to Alex or Ryan to discuss this topic or any of the other topics they have covered, visit our website at www.holistic-finance.com
Nicolas Cole is an author, Top Writer on Quora, and the founder and Editor-In-Chief of Digital Press. His work has acquired over 30 million views online, and has been published in Time, Forbes, Fortune, Business Insider, CNBC, and more. He is best known for writing about creativity, entrepreneurship, and personal growth. He recently co-authored the book Slow Down, Wake Up: 150 Short Meditations for a More Present Life with Dr. Matthew Jones.
If you want to learn more about Nicolas, visit his website www.NicolasCole.com and if you have more questions for us about this podcast visit www.holistic-finance.com
In this week's podcast, Alex interviews Christopher Burgess. Christopher served 30 years with the Central Intelligence Agency. He was also a senior security advisor with Cisco Aystems and is the coauthor of the book Secrets Stolen, Fortunes Lost: Preventing Intellectual Property Theft and Economic Espionage in the 21st Century. He is the founder of Securely Travel and Senior Online Safety. If you want to reach Christopher, visit his website at https://www.burgessct.com/.
If you have any questions about this podcast or want to reach out to us, visit our website www.holistic-finance.com
In this episode, Alex and Ryan talk about disaster planning for your practice. During this time, it reminds us that bad things can happen and happen unexpectedly. Do you have a plan in place for your practice? If you have any questions about this podcast or want to reach out to us, please visit our website at www.holistic-finance.com
In this week's podcast, Ryan and Alex discuss the two different types of practice's that most Naturopathic doctors are building. Do you know if you are building a lifestyle or an enterprise practice? After listening to this episode, you will know the difference and why each one has it's own advantages. If you would like to reach out about this episode or have questions for Alex or Ryan, please visit our website www.holistic-finance.com
In this week's podcast, Ryan and Alex discuss finances and how just like physical ailments, it is better to treat the underlying cause of the problem than to just fix the symptoms. If you have questions about this podcast or want to reach out to Alex or Ryan, please visit our website at www.holistic-finance.net
In this week's episode, Ryan and Alex discuss how important it is to plan both the personal and business side of your financial planning. Most people think of one or the other, but both are just as important for your future goals. If you have any questions about this podcast or want to reach out to Alex or Ryan, visit www.holistic-finance.com
In this week's podcast, Ryan and Alex discuss how to attract and retain your key employees. These employees can help increase the revenue in your business, help keep things running in your absence and be the one you will leave your practice to when you retire. If you have any questions about this podcast or want to reach out to Alex or Ryan, visit www.holistic-finance.com and find ways to contact them or answer the question of the day.
In this week's episode, Ryan interviews Dr. Jaquel Patterson, a nationally recognized and experienced naturopathic physician and medical director of Fairfield Family Health based in Fairfield, CT. She has recently written Natural Preneurs, a book to show integrative healthcare practitioners how they can start and build a successful practice. To contact Dr. Patterson, visit her website at https://drjaquelnd.com and to get a signed, paper copy of her book, visit www.naturalpreneurspresale.com
In this week's podcast, Ryan and Alex discuss how to value your practice. A taboo topic for some in the naturopath world, is talking about how much money your practice is worth, but Ryan and Alex talk about how important it is to know. If you have questions or thoughts about the podcast, visit us at www.holistic-finance.com and let us know. You will also find ways to contact Ryan and Alex about setting up an appointment there.
Roth conversions are becoming more popular due to changes in the tax rates. In this week's episode, Ryan and Alex discuss why converting your Roth should be something you think about or why you should not do this right now.
Ryan and Alex delve into a difficult topic this week, discussing money with your parents and particularly, their money. As our parents age, it increasingly becomes our job to take care of them and their finances. It is important to begin the conversation of money early so that everyone can be informed. This is a very important podcast.
This is the second part in a two part episode where Ryan and Alex break down the top 7 financial mistakes many of their clients have told them they have made. If you haven't listened to episode 27 yet, go back and listen to that one first. This episode covers the last 3 mistakes. Ryan and Alex also wrote a booklet on these 7 financial mistakes and you can get a copy of this booklet by clicking HERE or by going to our website and scrolling down on the homepage, www.QuantifiedFinancial.com
In today's episode, Ryan and Alex discuss 4 of the 7 Biggest Financial Mistakes that most people make. They have also written a booklet on this topic, which you can find by clicking HERE. This is the first part of a two part podcast, so come back next week to listen to the second part.
In today's episode, Ryan and Alex discuss how to talk to your kids about money. From an early age, it is important for your kids to know what money is and the smart ways to treat money. This taboo topic is not one that can be ignored.
Planning for 2020 includes many things, but a top priority should be your finances. In this week's episode, Ryan and Alex discuss how to get your practice's finances ready for the new year.
In this week's podcast, Ryan interviews Dr. Karen Litzy, a doctor of physical therapy based in New York. She is also the host of a podcast called Healthy, Wealthy and Smart.
In the second part of this two part episode, Ryan and Alex give specific tips to help chat with your spouse about your finances. If you haven't listened to part 1, go back to episode 22.
In this week's episode, Ryan and Alex discuss finding time in our busy lives to discuss finances with our spouses. This is a two part episode that gives you tips to make time to talk to our significant others about money, bills, and saving. This is part one of the two part episode.
In this weeks podcast, Alex and Ryan discuss where to put your money. As the cash flow starts to com in and your practice is growing, you may start to wonder, where do I put my money? Alex and Ryan help you tackle those priorities and decide what is the most important.
In this week's episode, Ryan and Alex discuss life insurance, how much you need, the different types and how they protect you and your loved ones.
During the holiday season, many Americans tend to spend too much money. In this episode, Alex and Ryan discuss how to not do this and give you four tips to help you prevent ending 2019 with a lot of holiday debt.
In today's episode, Alex interviews Stacey Romberg, a lawyer focusing on business law. They discuss how to set up your business from the beginning, making sure you have a lawyer to help you with those decisions.
How are your protecting your income? Today's episode covers how to protect your income, personally and for your business. The product that does this is called long term disability. A topic that is not talked about often, but is very important for anyone who is working to insure they are protected if they have to miss work due to a disability.
In this episode, Alex interviews Joe McGrath, Business Development Associate with Gradfin, a company that works with financial advisors to help their clients repay their student loans faster and be better educated about the college loan process.
In today's episode, Ryan interviews Kristen Blosser, a personal lines insurance producer from Sprague Israel Giles in Seattle, Washington. They discuss the importance of insurance in your business and personal life.
Do you know the difference between an actual and an average rate of return when it comes to your investments? In this week's episode, Ryan and Alex break it down for you, taking rather complex ideas and making them easier to understand.
From student loans, to opening up your practice, paying employees and taxes, where is the money going? In this week's episode, Ryan and Alex discuss your cash flow and show you where the money is falling off your balance sheet.
Today's podcast will cover the differences between a Simple IRA, a Sep IRA and a 401k. If you are an ND starting your own practice, this conversation is very important. Understanding the differences and how it will affect you and your employees is the point of today's discussion.
In this week’s podcast, Ryan and Alex will discuss paying over on your mortgage and why or why not this is a good idea for different people. They will talk about interest rates, your cash flow flexibility and how paying more at certain times makes more sense than others. You will walk away with a better understanding of whether or not this is a good tactic for you.
In today's conversation, we're going to look at the personal and the business side of your cash because in the end the two always come together in some way, shape or form. How you use the cash you have will determine how successful you are personally and in your business.
In today’s episode, Ryan and Alex discuss the top five things naturopaths should consider when starting a practice, from marketing to protection, hiring employees and understanding cash flow. If you are just graduating or if you have already begun your practice, this episode is for you.
One of the first questions that we get from, from our business owner clients especially are our naturopathic doctors is how do I keep my key employees? What are the ways in which I can make sure that they're going to be a part of my practice for a long time to come. We will discuss how to attract and retain key employees to help your practice grow.
In today’s episode, we will hear from Pierce Dyer, the Medical Malpractice Program Manager at Sprague Israel Giles in Seattle. The discussion revolves around medical malpractice insurance, what it is, and why you should have it when you start your career. Pierce’s expertise in the field of medical malpractice insurance is immense and this podcast is important for naturopathic physicians.
If you are ready to make your financial stability a priority, it is the right time to talk to a financial advisor. Just like when you are ready to make health changes and work out or see a personal trainer, you have to make your finances important to you. So if you're actually concerned about finances, whether it is paying off debt or getting your bills in order or if you just want to become more efficient with your finances, you should seek a financial advisor.
Today's episode is going to be an interview with Nick Wilson, a local mortgage lender and advisor with an area of expertise around helping his clients with buying, refinancing, and getting mortgages. We will do a holistic viewpoint of what you should be considering when we're looking at that type of loan and that type of asset class.
Today’s conversation is going to be around the exit of your business. At some point, you will leave your practice and you need to have a plan in place on how to make this transition. Ryan and Alex will discuss the concerns about selling the practice and how to make this process as painless as possible.
Ryan and Alex talk about how to protect your cash flow and grow your wealth. They also help you understand the three buckets of money, short term, middle and long term buckets and what each of those are for.
What is your understanding of what is your most important financial resource? How do we make financial decisions? Cash flow is king, protection is a must and where you put your money matters.
Introduction to Holistic Finance Podcast, a podcast for Naturopathic Physicians focusing on building wealth and simplifying your finances. Your hosts Ryan Burklo and Alex Collins are financial advisors based in Seattle, Washington.