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 private wealth advisor at Whittenburg Wealth Partners. They share insights on what it means to be a financial planner and how it has allowed them to make an impact on many people’s lives. Find out how they can help impact yours too. 

Rick discusses:

• People’s negative and positive relationships with money
• How much should you risk within your investment portfolio
• Special risk management resources used at Whittenburg Wealth for planning investments
• How to stay invested in the markets without making emotional decisions
• And more!

Resources: 

• LPL Financial

Connect with Austyn Whittenburg:

• (801) 839-7056
• austyn@whittenburgwealth.com
• LinkedIn: Austyn Whittenburg 
• Whittenburg Wealth Partners
• Twitter: Whittenburg Wealth

Connect with Rick Gallacher:

• (801) 839-7057
• rick@whittenburgwealth.com
• LinkedIn: 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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More