Month: March 2022

FEATURE
The First Step to Your Successful Financial Future With Rick Gallacher (Ep.3)

The First Step to Your Successful Financial Future With Rick Gallacher (Ep.3)

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When it comes to achieving your financial goal, there are some risks that you have to take. As a financial advisor, we are here to help you understand the risks to get you to that financial goal that you have.

In this episode, Austyn Whittenburg, CFP® talks with Rick Gallacher, CFP® financial planning director and private wealth advisor at Whittenburg Wealth Partners. They share insights on what it means to be a financial planner and how it has allowed them to make an impact on many people’s lives. Find out how they can help impact yours too. 

Rick discusses:

  • People’s negative and positive relationships with money
  • How much should you risk within your investment portfolio
  • Special risk management resources used at Whittenburg Wealth for planning investments
  • How to stay invested in the markets without making emotional decisions
  • And more!

Resources: 

Connect with Austyn Whittenburg:

Connect with Rick Gallacher:

About Our Guest:

Rick Gallacher has experience in the areas of financial modeling, asset allocation, investment selection, estate planning, personal risk management, holistic situation auditing and personal financial reporting. As a licensed CPA, he has proficiency in understanding and applying analysis to the overall economy, capital markets, corporate fundamentals, personal taxation and essential business law.

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FEATURE
Our Client Experience — From First Contact to a Lifetime of Service (Ep. 2)

Our Client Experience — From First Contact to a Lifetime of Service (Ep. 2)

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Have you ever wondered what it would be like to have a financial advisor?

In this episode, Austyn Whittenburg talks about the full client experience, so that you can truly get a better understanding of how you can benefit from it. Whittenburg Wealth Partners uses a confidentiality agreement and top security measures, to be fully transparent and ensure the best possible service.

Austyn discusses:

  • Why clients work with Whittenburg Wealth Partners
  • Their confidentiality agreement process
  • Why transparency is so important
  • How Whittenburg Wealth Partners protects all your data
  • And more!

Connect with Austyn Whittenberg:

 

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FEATURE
Meet Your Host, Austyn Whittenburg With Dan Whittenburg (Ep. 1)

Meet Your Host, Austyn Whittenburg With Dan Whittenburg (Ep. 1)

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Are you ready to take control of your wealth and design the life you envision for yourself and your family?

In this inaugural episode, meet your host, Austyn Whittenburg, a wealth planner and partner with Whittenburg Wealth Partners, as he talks with special guest Dan Whittenburg. You will learn more about how they started operating a family-owned business in the industry of financial and wealth management located in Salt Lake City, Utah. Also, find out how Austyn helps his clients feel their best when working with his company.

Austyn discusses:

  • How he got into the financial industry
  • His team working at the firm
  • Why their clients want to hire them
  • How he helps his clients start planning
  • And more!

Connect with Austyn Whittenburg:

Connect with Dan Whittenburg:

About Our Guest:

For the last 25 years, Dan Whittenburg has provided comprehensive full-service, advice-based wealth management and is dedicated to serving successful business owners, professionals and affluent families as they make wise decisions regarding their wealth. He works with a team of specialists to help his clients with the financial and emotional issues involved in estate planning, financial independence, business succession, investment planning, income tax reduction strategies and risk management.

 

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