Month: April 2023

The Passive or Active Management Debate (Ep.30)

The Passive or Active Management Debate (Ep.30)

Are you wondering whether you should use passive or active asset management when investing? It’s a million-dollar question that every investor faces.

But fear not, in this podcast episode, Austyn Whittenburg dives deep into this polarizing debate in the financial industry, exploring the pros and cons of each strategy, and even how to get the best of both worlds!

In this episode, Austyn covers a range of important topics such as:

  • The heated debate between passive and active management, and the factors that contribute to this debate
  • How to determine which investing strategy is better suited for your goals
  • The differences between active and passive managers, and which type of manager is right for you
  • The history of these investing strategies and the key factors that have influenced their evolution over the years
  • And much more

Connect with Austyn Whittenburg:

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.  The Russell 3000 Growth Index is an unmanaged index comprised of those Russell 3000 companies with higher price-to-book ratios and higher forecasted growth values. The Russell 3000 Value Index measures the performance of those Russell 3000 companies with lower price-to-book ratios and lower forecasted growth values. Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) / Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

 

Tips and Tricks for Saving Money on Taxes (Ep.29)

Tips and Tricks for Saving Money on Taxes (Ep.29)

Seeking out strategies for saving money on your taxes? Looking to keep more of your hard-earned income in your pocket?

Look no further…

In this episode, Austyn Whittenburg explores the various ways you can save money on your taxes. From tax deductions and credits to retirement accounts and charitable contributions, Austyn provides practical tips and insights on how to reduce your taxes and maximize your savings.

Austyn discusses:

  • Changes that you can expect to see in your taxes over the next few years 
  • The good news about the current state of inflation
  • How your tax credits might change coming out of the pandemic
  • Tax deductibles that you may not know about that could save you money
  • And more

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