Tag: Wealth

FEATURE
How the Top 1% Compare to the Rest of America (Ep.44)

How the Top 1% Compare to the Rest of America (Ep.44)

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What does it take to join the top 1% of America? How much richer are they compared to the average American?

Let’s find out.

In this episode, Austyn Whittenburg discusses wealth accumulation trends and the net worth of different population percentiles. 

Using Federal Reserve data, Austyn highlights the rise in home values and car prices, and the impact of education on net worth. He also discusses the influence of different levels of education in you and your family’s financial planning processes. 

Austyn discusses:

  • The impact of education on American’s net worth
  • Key findings from the Federal Reserve about the American wealth divide
  • The difference between median and mean net worth + how this difference can create misleading headlines
  • Various statistics surrounding the different income classes of America
  • And more

 

Resources: 

https://www.federalreserve.gov/publications/files/scf23.pdf

Connect with Austyn Whittenburg:

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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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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
Meet Your Host, Austyn Whittenburg With Dan Whittenburg (Ep. 1)

Meet Your Host, Austyn Whittenburg With Dan Whittenburg (Ep. 1)

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Are you ready to take control of your wealth and design the life you envision for yourself and your family?

In this inaugural episode, meet your host, Austyn Whittenburg, a wealth planner and partner with Whittenburg Wealth Partners, as he talks with special guest Dan Whittenburg. You will learn more about how they started operating a family-owned business in the industry of financial and wealth management located in Salt Lake City, Utah. Also, find out how Austyn helps his clients feel their best when working with his company.

Austyn discusses:

  • How he got into the financial industry
  • His team working at the firm
  • Why their clients want to hire them
  • How he helps his clients start planning
  • And more!

Connect with Austyn Whittenburg:

Connect with Dan Whittenburg:

About Our Guest:

For the last 25 years, Dan Whittenburg has provided comprehensive full-service, advice-based wealth management and is dedicated to serving successful business owners, professionals and affluent families as they make wise decisions regarding their wealth. He works with a team of specialists to help his clients with the financial and emotional issues involved in estate planning, financial independence, business succession, investment planning, income tax reduction strategies and risk management.

 

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