Holistic Finance

Episode 206 - Final Episode Of Holistic Finance

Play Episode Listen Later Aug 21, 2023 4:46

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

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Episode 205 - Some Of The Most Underutilized Accounts That You Should Use

Play Episode Listen Later Jul 31, 2023 21:17

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

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Episode 204 - Invest Like A Mortgage

Play Episode Listen Later Jul 25, 2023 8:19

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

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Episode 203 - Are Your Beliefs Self-Validating?

Play Episode Listen Later Jul 17, 2023 13:36

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

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Episode 202 - How To Be Financially Savvy Without Compromising Parenthood

Play Episode Listen Later Jul 10, 2023 19:45

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

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Episode 201 - Are You Getting Good Advice Or Advice That Sounds Good?

Play Episode Listen Later Jul 3, 2023 15:37

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

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Episode 200 - Are You Present With Your Family?

Play Episode Listen Later Jun 26, 2023 10:02

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

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Episode 199 - What Is Your Time Worth?

Play Episode Listen Later Jun 20, 2023 14:19

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

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Episode 198 - 3 Reasons The Average Naturopathic Clinic Sells For Only 1 X Revenue

Play Episode Listen Later Jun 12, 2023 21:46

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

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Episode 197 - 5 Lessons From Psychology Of Money By Morgan Housel

Play Episode Listen Later Jun 5, 2023 21:47

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

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Episode 196 - How Are You Listening?

Play Episode Listen Later May 30, 2023 20:01

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

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Episode 195 - How To Choose What Repayment Plan Is Best For Your Student Loans?

Play Episode Listen Later May 22, 2023 16:52

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

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Episode 194 - Do Not Focus On Products, Focus On The Plan

Play Episode Listen Later May 15, 2023 13:21

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

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Episode 193 - Are You Building An Enterprise Practice Or A Lifestyle Practice?

Play Episode Listen Later May 8, 2023 12:47

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

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Episode 192 - Top 3 Metrics To Measure In Your Practice

Play Episode Listen Later May 1, 2023 14:28

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

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Episode 191 - 3 Advantages Of Creating A Key Person Retention Bonus

Play Episode Listen Later Apr 24, 2023 18:34

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

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Episode 190 - Steps 9 & 10 Of Your Personal Financial Plan

Play Episode Listen Later Apr 17, 2023 14:45

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

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Episode 189 - Steps 7 And 8 Of Your Personal Financial Plan

Play Episode Listen Later Apr 10, 2023 20:24

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

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Episode 188 - Steps 5 And 6 Of Your Personal Financial Plan

Play Episode Listen Later Apr 3, 2023 22:52

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

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Episode 187 - Step 4 Of Your Own Financial Plan

Play Episode Listen Later Mar 27, 2023 28:16

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

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Episode 186 - Steps 2 and 3 Of Your Own Financial Plan

Play Episode Listen Later Mar 20, 2023 34:30

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

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Episode 185 - 10 Steps To Your Personal Financial Plan

Play Episode Listen Later Mar 13, 2023 17:24

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

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Episode 184 - Long Term Disability Insurance: Do You Need It?

Play Episode Listen Later Mar 7, 2023 12:37

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

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Episode 183 - 3 Areas A Good Financial Advisor Will Help With

Play Episode Listen Later Feb 27, 2023 15:41

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

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Episode 182 - Do You Have A Wealth Building Account?

Play Episode Listen Later Feb 21, 2023 15:12

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

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Episode 181 - Spreadsheet Math VS Real Life Math

Play Episode Listen Later Feb 13, 2023 14:17

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

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Episode 180 - How To See Your Finances On One Page

Play Episode Listen Later Feb 6, 2023 19:25

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

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Episode 179 - Top 5 Reasons Naturopathic Doctors Work with Financial Advisors

Play Episode Listen Later Jan 30, 2023 21:16

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

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Episode 178 - How Is Your Entire Balance Sheet Allocated?

Play Episode Listen Later Jan 23, 2023 17:26

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

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Episode 177 - 7 Financial Steps To Take For The New Year

Play Episode Listen Later Jan 16, 2023 21:17

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

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Episode 176 - 3 Steps You Should Take for Your 2023 Financial Planning

Play Episode Listen Later Jan 9, 2023 14:52

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

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Episode 175 - What is Asset Allocation?

Play Episode Listen Later Jan 2, 2023 21:16

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

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Episode 174 - What is Active VS Passive Investing?

Play Episode Listen Later Dec 26, 2022 20:58

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

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Episode 173 - Investing 101. What Rules are You Breaking?

Play Episode Listen Later Dec 19, 2022 29:25

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

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Episode 172 - 3 Tips for Holiday Spending

Play Episode Listen Later Dec 12, 2022 26:20

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

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Episode 171 - How to Know if You Are Building Your Practice Tactically or Stratigically

Play Episode Listen Later Dec 5, 2022 18:41

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

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Episode 170 - 3 Financial Concepts We Are Thankful For

Play Episode Listen Later Nov 28, 2022 31:28

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

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Episode 169 - 3 Reasons To Have An Emergency Fund You Have Not Heard Of

Play Episode Listen Later Nov 14, 2022 18:11

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

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Episode 168 - What is Going on with The Economy?

Play Episode Listen Later Nov 7, 2022 17:44

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

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Episode 167 - What is the Difference between an Investment Manager and a Financial Planner?

Play Episode Listen Later Oct 31, 2022 14:52

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

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Episode 166 - 4 Kinds of Luck for Building Wealth

Play Episode Listen Later Oct 24, 2022 14:58

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

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Episode 165 - 4 Financial Topics Successful Naturopathic Doctors Understand

Play Episode Listen Later Oct 18, 2022 14:56

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

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Episode 164 - 3 Reasons to Project Your Revenue

Play Episode Listen Later Oct 10, 2022 15:27

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

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Episode 163 - Impatience with Action, Patience with Results. 3 Steps to Help You Take Action Consistently

Play Episode Listen Later Oct 3, 2022 15:03

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

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Episode 162 - 3 Steps to Take to Help You Market Your Practice Better

Play Episode Listen Later Sep 26, 2022 10:53

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

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Episode 161 - Student Loan Forgiveness

Play Episode Listen Later Sep 19, 2022 4:41

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

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Episode 160 - Interview with Dr. Paul Anderson

Play Episode Listen Later Sep 12, 2022 36:03

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

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Episode 159 - We are Happier During the Process of Becoming

Play Episode Listen Later Sep 5, 2022 15:42

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

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Episode 158 - What do Hiking and Retirement Have in Common?

Play Episode Listen Later Aug 29, 2022 11:18

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

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Episode 157 - What is Stopping You from Getting Your Estate Plan in Order?

Play Episode Listen Later Aug 22, 2022 20:41

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

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Episode 156 - Is Your Practice's Cash Flow Protected?

Play Episode Listen Later Aug 15, 2022 9:16

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

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