Holistic Finance

Holistic Finance

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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)

Recent Episodes

  • Episode 206 - Final Episode Of Holistic Finance

    1 year ago
  • Episode 205 - Some Of The Most Underutilized Accounts That You Should Use

    1 year ago
  • Episode 204 - Invest Like A Mortgage

    1 year ago
  • Episode 203 - Are Your Beliefs Self-Validating?

    1 year ago
  • Episode 202 - How To Be Financially Savvy Without Compromising Parenthood

    1 year ago
  • Episode 201 - Are You Getting Good Advice Or Advice That Sounds Good?

    1 year ago
  • Episode 200 - Are You Present With Your Family?

    1 year ago
  • Episode 199 - What Is Your Time Worth?

    2 years ago
  • Episode 198 - 3 Reasons The Average Naturopathic Clinic Sells For Only 1 X Revenue

    2 years ago
  • Episode 197 - 5 Lessons From Psychology Of Money By Morgan Housel

    2 years ago