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 …
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 …
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 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 …
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 …
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 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 …
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 …
Every year, tax rules and regulations are being updated. But you’d have to do some digging on the internet to find out and understand what is going on. In this episode, Austyn Whittenburg is joined by guest Darin Fullmer, senior tax manager at Haynie & Company. Darin will bring you up to speed with his …
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 …