Episode 205 - Some Of The Most Underutilized Accounts That You Should Use
Released Monday, 31st July 2023
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Episode 205 - Some Of The Most Underutilized Accounts That You Should Use
Episode 205 - Some Of The Most Underutilized Accounts That You Should Use
Monday, 31st July 2023
Good episode? Give it some love!
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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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Holistic Finance
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)Join Podchaser to...
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