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FEATURE
Staying Healthy During The Holidays With Jon Fuller (Ep.18)

Staying Healthy During The Holidays With Jon Fuller (Ep.18)

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Many people are wanting to increase their wealth, and their health, but maybe don’t know where to start. As you’re gearing up for the holidays and the treats start to stock up, how are you planning on staying healthy?

In this episode, Austyn Whittenburg talks with Jon Fuller, a health, wellness and personal development coach at Health Revolution. With these new healthy habits, you can still enjoy your favorite foods and have fun over the holidays.

Jon discusses:

  • Healthy new habits you can gain
  • Why new year resolutions always fail
  • How to stay healthier during the holidays
  • The best way to enjoy candy for Halloween
  • And more

Connect With Austyn Whittenburg:

Connect With Jon Fuller:

Jon Fuller and Health Revolution are not associated with or endorsed by Whittenburg Wealth Partners and LPL Financial.

About Our Guest:

Jon Fuller is a certified health and wellness coach that loves helping people create an optimal life. Healthy body, mind, and finances.

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FEATURE
The Right Ways To Be Insured With Sam Hoole (Ep.17)

The Right Ways To Be Insured With Sam Hoole (Ep.17)

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With inflation causing a fluctuation in the value of your assets, is it time to update your insurance coverage to ensure that your properties and valuables are all covered?

In this episode, Austyn Whittenburg talks with Sam Hoole, a private client advisor at Diversified Insurance An IMA Inc. Company. He will talk about all things, property and casualty insurance, the different types of insurance people should have and how you should be thinking about this as the values have been changing recently.

Sam discusses:

  • Does inflation affect your insurance coverage
  • The new wave of cyber insurance
  • What you should expect from your insurance agent
  • If umbrella insurance is worth it
  • And more

Connect with Austyn Whittenburg:

Connect with Sam Hoole:

About Our Guest:

Sam Hoole provides Personal Insurance for successful individuals and families/high net-worth: home, auto, umbrella, valuable collections, and watercraft.

As a Private Client Advisor, he helps provide adequate insurance protection by creating a personal risk management strategy for successful individuals and families through quality insurance companies. He performs custom Personal Insurance Reviews for your homes, rental properties, autos/antique cars, recreational vehicles, watercraft – yachts/boats, fine arts, jewelry, aircraft, and personal umbrella. 

Sam Hoole and Diversified Insurance are not affiliated with or endorsed by Whittenburg Wealth Partners or LPL Financial.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. It may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. For information about specific insurance needs or situations, contact your insurance agent. 

Any company names noted herein are for illustrative purposes only and not a solicitation of their products or services.



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FEATURE
Is It Time To Start Saving For Your Child’s Education? With Rick Gallacher, CFP® (Ep.16)

Is It Time To Start Saving For Your Child’s Education? With Rick Gallacher, CFP® (Ep.16)

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As college costs continue to rise, more parents and grandparents are looking into ways to save for their children’s education. But with the potential for taxes and penalties, is a 529 plan the right choice?

In this episode, Austyn Whittenburg talks with Rick Gallacher, CFP®, to discuss how you can start helping your kids save money for college with a college savings plan. When used right, you are able to use the money tax free on almost everything school related.

Rick discusses:

  • Options for paying for college
  • What you can use 529 funds for
  • How the family legacy pyramid works
  • Pros and cons of college savings plans
  • And more

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.

Prior to investing in 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Austyn Whittenburg, Rick Gallacher, Whittenburg Wealth Partners, and LPL Financial do not offer tax advice or services.



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FEATURE
The Reason Everyone Should Have an Estate Plan with Eric Whiting (Ep.15)

The Reason Everyone Should Have an Estate Plan with Eric Whiting (Ep.15)

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Many people think estate plans are solely for wealthy people but that could not be further from the truth.

Everyone should have an estate plan.

In this episode, Austyn Whittenburg talks with Eric Whiting, an estate planning lawyer. Planning your trust should be a priority for you to ensure your children and family can be taken care of incase something unexpected happens to you. There are also some other important documents he talks about, such as why having a power of attorney is in your best interest.

Eric discusses:

  • The big difference between a will and an estate plan
  • All the documents you need to help ease the pressure off of your family if anything happens to you
  • How often you should review your will and estate plan
  • Why everyone should have a trust
  • And more

Connect with Austyn Whittenburg:

Connect with Eric Whiting:

Eric Whiting and York Howell & Guymon are not affiliated with or endorsed by Whittenburg Wealth Partners or LPL Financial. Whittenburg Wealth Partners and LPL Financial do not offer legal advice or services.

About Our Guest:

Eric B. Whiting is an attorney with the Salt Lake City law firm of York Howell & Guymon. Eric’s practice is focused on estate planning, tax, business planning, and nonprofit entities. Eric also assists clients of large and small estates with all aspects of estate administration and probate. Eric assists business clients with entity selection, structuring, formation, and planning. He also represents clients before the IRS. Eric is currently an active member of the Utah State Bar, Idaho State Bar, Washington State Bar and most recently Wyoming State Bar. He is also admitted before the U.S. Tax Court, the U.S. Court of Appeals for the Ninth Circuit and the U.S. District Court for the Eastern District of Washington. Eric earned his Bachelor’s Degree in Economics and Law & Constitutional Studies at Utah State University, his Juris Doctor at Gonzaga University School of Law and his LL.M. in Taxation at Georgetown University Law Center. When not in the office, Eric loves spending time outside with his wife and three daughters. He enjoys mountain biking, rock climbing, skiing and snowboarding.

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FEATURE
Fitting Real Estate Into Your Portfolio With Jeffrey Gross (Ep.14)

Fitting Real Estate Into Your Portfolio With Jeffrey Gross (Ep.14)

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With the stock markets changing and public real estate being down 18%, private real estate is still in the positives.

In this episode, Austyn Whittenburg talks with Jeffrey Gross, director at Apollo Global Management, Inc., about the private real estate industry. With inflation going up, private real estate investing could be a fit within your retirement income stream. 

Jeffrey discusses:

  • Why a client could consider real estate as part of their portfolio
  • The different categories of real estate investing
  • Tax benefits from real estate investment income
  • The rising interest rate environment
  • And more

Connect with Austyn Whittenburg:

Connect with Jeffrey Gross:

Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of will be attained. You should consider the investment objectives, risks, charges and expenses of REITs carefully before investing.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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. 

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

About Jeffrey Gross:

Jeffrey Gross is an experienced Director specializing in Alternative Investments with a demonstrated history of working in the financial services industry. Skilled in Capital Raising, Financial Structuring, Real Estate Development, and Real Estate Transactions. Over the last 20 years of capital markets experience have raised more than $3 billion invested in the alternative investment sector including private real estate, private credit, 1031’s, non-traded REIT’s, Closed End Interval Funds and Qualified Opportunity Zone Funds. Maintain strong leadership and interpersonal skills while building long lasting, trusted relationships in the RIA/Family Office/Wire House and Broker Dealer channels. Bachelor of Science (B.S.) focused in Chemical Engineering from Worcester Polytechnic Institute.

Jeff Gross, Apollo Global Management, are not affiliated with or endorsed by Whittenburg Wealth Partners and LPL Financial.



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FEATURE
Mid-Year Outlook On The Economy (Ep.12)

Mid-Year Outlook On The Economy (Ep.12)

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It certainly has been a bumpy ride over the past few months. But after some forecast analyses, are we finally going to see some improvements to the economy or do we have to keep our seat belts fastened as it drops even further?

In this episode, Austyn Whittenburg gives you a midyear outlook and what to expect the next six months to look like as it relates to the stock market and the economy.

Austyn discusses:

  • The forecast for the next six months relating to the economy and stocks
  • New opportunities with the current markets
  • How midterm elections can affect the stock market 
  • Is a recession really happening
  • And more

Resources:

Connect with Austyn Whittenburg:

Publishing Tags: 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies mentioned will be successful.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.



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FEATURE
How to Provide Value to Your Clients With Colleen Bowler (Ep.11)

How to Provide Value to Your Clients With Colleen Bowler (Ep.11)

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Money is indeed important, but when it comes to financial advisors and wealth planners, they cannot discuss only about investments. In fact, this can be detrimental.

In this episode of Wealth of Insight, Colleen Bowler, co-founder of C&J Innovations and the developer of a passport package tool, talks with Austyn Whittenburg. They detail the importance of creating value ​​for clients to build stronger relationships.

Colleen discusses:

  • The fundamental mindsets to know more about your clients’ life
  • Why only talking about investments can be unfavorable
  • How passports reveal uncovered opportunities for clients
  • How crucial it is to understand your client’s fears
  • And more

Resources: 

Connect with Austyn Whittenburg:

Connect with Colleen Bowler:

About Our Guest:

As Certified Financial Planner, Colleen Bowler spent over 25 years building and growing her firm, Strategic Wealth Partners, into a premier Texas financial planning firm with hundreds of individuals and families “under our care.” Along the way, she received many industry awards and was featured in the book, Women at the Top by Arthea Reed and Diane Dixon. In addition, Colleen has served as a coach with the Strategic Coach Program since 2003, all while raising a son as a single mom, co-authoring a book, Generous Kids, and making time for her blended and extended family, friends, and a variety of non-profits.

In 2020, Colleen founded C&J Innovations with Jeanne Hurlbert, PhD, who brings expertise in assessments and surveys. Colleen and Jeanne combined their unique expertise to create a female-led company that gives financial professionals tools to bring increased value for prospects, clients, and advisors by expanding client and prospect conversations.

Colleen Bowler, Strategic Wealth Partners, and C&J Innovations are not affiliated with or endorsed by Whittenburg Wealth Management and LPL Financial.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.



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FEATURE
Questions You Should Be Asking Your Financial Advisor (Ep.10)

Questions You Should Be Asking Your Financial Advisor (Ep.10)

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How can you ensure that you have found the right financial advisor to fit your needs?

In this episode, Austyn Whittenburg explains what questions he thinks you should be asking your financial advisor. He also highlights why it is important to understand the value they are bringing with their advice to have a successful relationship with your advisor.

Austyn discusses:

  • The best questions to ask to get to know your financial advisor
  • Why it is important to know your financial advisor
  • What a financial advisor looks for in you
  • Why you can end up leaving your advisors for a new one
  • And more

Connect with Austyn Whittenburg:

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FEATURE
Positioning in the Bond Market with Scott Tallman (Ep. 9)

Positioning in the Bond Market with Scott Tallman (Ep. 9)

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With bonds in a laddered format, there is an opportunity to potentially increase your income stream with each passing year.

In this episode, Austyn Whittenburg talks with Scott Tallman, vice president at Belle Haven Investments. He shares how he is helping position people in the bond market and how the bond ladder impacts decision-making for bidding directly on bonds.

Scott discusses:

  • Two different ways to own a bond when investing
  • How he makes decisions on behalf of clients
  • How a bond ladder works
  • Where bonds have the potential to shine
  • And more

Connect with Austyn Whittenburg:

Connect with Scott Tallman:

About Our Guest:

Scott Tallman is the vice president at Belle Haven Investments, an independent, boutique fixed income manager. The firm specializes in building separately managed taxable and tax-exempt portfolios. Belle Haven has been managing portfolios since 2002. We are uniquely committed to serving consultants and advisors along with the institutions, foundations, family offices and high net worth individuals whom they represent. Our team’s expertise and focus in one asset class have resulted in award-winning strategies. Our goal is to provide an unrivaled level of service, reliability and customization to our advisors in building what we hope are partnerships for years to come.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as

interest rates rise and bonds are subject to availability and change in price. Bond yields are subject to change. Certain call or special redemption features may exist which could impact yield. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be

subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. There is no assurance that these techniques are suitable for all investors or will yield positive outcomes. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Alpha measures the difference between a portfolio’s actual returns and its expected performance, given its level of risk as measured by Beta. A positive (negative) Alpha indicates the portfolio has performed better (worse) than its Beta would predict. Beta measures a portfolio’s volatility relative to its benchmark. A Beta greater than 1 suggests the portfolio has historically been more volatile than its benchmark. A Beta less than 1 suggest the portfolio has historically been less volatile than its benchmark.



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FEATURE
Creating Wealth Through Home Ownership With Broch Lassig (Ep.8)

Creating Wealth Through Home Ownership With Broch Lassig (Ep.8)

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Are you worried that you may never be able to own your own house in your lifetime?

With housing prices continuing to rise and the demand for houses growing even more, it may seem impossible to find the right time to purchase your first home.

In this episode, Austyn Whittenburg talks with Broch Lassig, from CrossCountry Mortgage™, who has been ranked in the top 1% of loan officers in the country by Mortgage Executive Magazine. Broch shares some useful strategies that can help you get closer to buying your first home and explains why you shouldn’t wait for the housing market bubble to pop.

Broch discusses:

  • If home prices are ever going to decrease
  • The growing demand for housing
  • The risks of purchasing a house compared to renting a house
  • Strategies to help purchase your first home
  • And more

Connect With Austyn Whittenburg:

Connect With Broch Lassig:

About Our Guest:

Mortgages are in his DNA. Broch Lassig was named to Housing Wire’s Rising Stars in 2018 and has been ranked in the top 1% of loan officers in the country by Mortgage Executive Magazine. He was fortunate to learn about home loans from his father, a mortgage industry veteran who taught him to be disciplined and efficient while providing a superior mortgage experience to my clients. He emphasizes communication, so you will never wonder what’s happening with your loan. When you do have questions, He is only a call or email away. 

—

Broch Lassig and CrossCountry Mortgage are not affiliated with or endorsed by Whitenburg Wealth Partners, Stratos Wealth Partners, or LPL Financial.

All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Mortgage backed securities are subject to credit, default, prepayment, extension, market and interest rate risk.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

 

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