Tag: Wealth Advisor

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Financially Smart Things To Do Before You Travel (Ep.43)

Financially Smart Things To Do Before You Travel (Ep.43)

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Looking to plan your next getaway without breaking the bank or relying on credit cards? 🏖️

In this episode, Austyn Whittenburg discusses the many financially smart ways to travel. Listen and learn about the importance of planning, budgeting, and using credit cards with travel perks to avoid going into debt. 

Austyn shares insight through his own experiences and strategies, such as setting up a travel fund, using various tools for cost-effective options, and taking advantage of credit card benefits like free checked bags, TSA PreCheck, and companion certificates. He also advises on avoiding international transaction fees and the benefits of using a travel agent.

Austyn discusses:

  • Common misconceptions about traveling in the modern day
  • The process of setting up a “travel slush fund”
  • How to find the right credit card with the best travel perks for your needs abroad
  • How to avoid unnecessary travel expenses (International ATMs, booking your flights too late, and so much more!)
  • And more

 

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The Passive or Active Management Debate (Ep.30)

The Passive or Active Management Debate (Ep.30)

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Are you wondering whether you should use passive or active asset management when investing? It’s a million-dollar question that every investor faces.

But fear not, in this podcast episode, Austyn Whittenburg dives deep into this polarizing debate in the financial industry, exploring the pros and cons of each strategy, and even how to get the best of both worlds!

In this episode, Austyn covers a range of important topics such as:

  • The heated debate between passive and active management, and the factors that contribute to this debate
  • How to determine which investing strategy is better suited for your goals
  • The differences between active and passive managers, and which type of manager is right for you
  • The history of these investing strategies and the key factors that have influenced their evolution over the years
  • And much more

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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.  The Russell 3000 Growth Index is an unmanaged index comprised of those Russell 3000 companies with higher price-to-book ratios and higher forecasted growth values. The Russell 3000 Value Index measures the performance of those Russell 3000 companies with lower price-to-book ratios and lower forecasted growth values. Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) / Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

 

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