Category: Uncategorized

FEATURE
Breaking Down The Mystery of Life Insurance With Andy Brim (Ep.7)

Breaking Down The Mystery of Life Insurance With Andy Brim (Ep.7)

By |

Many people will tell you that life insurance is just for when you die. But while there is more to it than that, life insurance can be daunting. 

In this episode, Austyn Whittenburg is joined by Andy Brim, regional sales vice president at Dixon Wells. He breaks down the mystery of life insurance to help you feel protected. He will share how you can start using life insurance to your advantage.

Andy discusses:

  • The different products of life insurance and its benefits
  • Why it’s important to talk with your financial advisor about your life insurance
  • How high net worth clients are utilizing their life insurance policy
  • Getting tax free benefits from your life insurance plan
  • And more

Connect With Austyn Whittenburg:

Connect With Andy Brim:

About Our Guest:

Andy Brim brings over 25 years of experience in multiple facets of financial services. His focus on advisor revenue growth strategies make him a valuable asset to the Dixon Wells team. Andy has extensive experience in life, annuity, and LTC sales. He is constantly working to help each advisor build sources of revenue and improve overall client service. Andy holds a Bachelor of Arts degree from The Ohio State University.

Andy Brim and Dixon Wells are not affiliated with or endorsed by Whittenburg Wealth Partners, Stratos Wealth Partners, or LPL Financial.

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. 

Guarantees are based on the claims paying ability of the issuing company.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
Tips for Navigating the Real Estate Market With Chase Carter (Ep.6)

Tips for Navigating the Real Estate Market With Chase Carter (Ep.6)

By |

You may keep hearing about how tight the real estate market is and how tough it can be to get the house you want.

In this episode, Austyn Whittenburg talks with Chase Carter, the founder of Chase Carter Real Estate. Chase shares his expertise on how to make an offer that sets you apart from other buyer competition. He discusses tips and tricks on how to buy a house and provides a little update on the housing market.

Chase discusses:

  • How he got into the real estate industry
  • Why inventory on housing is staying so low
  • Why it’s a great time to sell or upgrade your home
  • How first time home buyers can navigate the market 
  • And more

Resources:

Connect With Austyn Whittenberg:

Connect With Chase Carter:

About Our Guest:

Chase Carter has been in real estate for the past 5 years. He strives to give great customer service to every client he works with. When he isn’t selling homes, Chases loves to spend time with his wife Britt, and two daughters.

Chase Carter and Chase Carter Real Estate are not affiliated with or endorsed by Whittenburg Wealth Partners, Stratos Wealth Partners, or LPL Financial.

All performance referenced is historical and is no guarantee of future results.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
Is It Ever Too Late To Start Planning For Retirement? With Rick Gallacher (Ep.5)

Is It Ever Too Late To Start Planning For Retirement? With Rick Gallacher (Ep.5)

By |

It’s never too late to start planning for your retirement or is it?

In this episode, Austyn Whittenburg is joined by Rick Gallacher to discuss some strategies he uses when crafting financial plans with his clients. He also shares how he can work with you to potentially optimize your plan.

Austyn discusses:

  • Why you should start paying your bills automatically
  • How much money should be in your emergency savings
  • When is it considered too late to plan for retirement
  • Where you should consider keeping your money
  • 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.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories