The Flip Side Of Inflation With Nikko Denis (Ep.23)

The Flip Side Of Inflation With Nikko Denis (Ep.23)

While most people are nervous about the cost of living due to inflation, there are some who look at the benefits of inflation on the markets and individual employment. In this episode, Austyn Whittenburg speaks with Nikko Denis, branch manager at Intercap Lending, on the alternative implications of inflation. Nikko reveals how inflation has forced …

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You Ask, We Answer: Are We Fiduciaries? (Ep.22)

You Ask, We Answer: Are We Fiduciaries? (Ep.22)

What is a fiduciary and does Whittenburg Wealth Partners follow the fiduciary standard? Austyn Whittenburg has the answer. In this episode, Austyn Whittenburg discusses one of the most common questions he’s starting to receive from his prospective clients, “are we fiduciaries?” He explains what a fiduciary is, differentiates between the fiduciary standard and suitability standard, …

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A Chat About Long-term Care Insurance With Rick Gallacher, CFP® (Ep.21)

A Chat About Long-term Care Insurance With Rick Gallacher, CFP® (Ep.21)

Most people will need some form of long term care at some point in their life, and they don’t want to be a burden on their family. In this episode, Austyn Whittenburg talks with Rick Gallacher, CFP®, to talk about a range of different long term care options, the benefits of the services, and when …

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The Basics of Social Security (Ep.20)

The Basics of Social Security (Ep.20)

One in five Americans claim some form of Social Security benefits. Everyone’s benefit can be slightly different depending on your work history, age and a few other factors. In this episode, Austyn Whittenburg, discusses the basics of Social Security to help you get a clear understanding of what it is and how it gets calculated. …

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

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

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 …

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

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

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, …

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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)

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 …

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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)

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 …

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

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

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 …

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