Tag: Whittenberg Wealth Partners

FEATURE
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)

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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 taken care of incase something unexpected happens to you. There are also some other important documents he talks about, such as why having a power of attorney is in your best interest.

Eric discusses:

  • The big difference between a will and an estate plan
  • All the documents you need to help ease the pressure off of your family if anything happens to you
  • How often you should review your will and estate plan
  • Why everyone should have a trust
  • And more

Connect with Austyn Whittenburg:

Connect with Eric Whiting:

Eric Whiting and York Howell & Guymon are not affiliated with or endorsed by Whittenburg Wealth Partners or LPL Financial. Whittenburg Wealth Partners and LPL Financial do not offer legal advice or services.

About Our Guest:

Eric B. Whiting is an attorney with the Salt Lake City law firm of York Howell & Guymon. Eric’s practice is focused on estate planning, tax, business planning, and nonprofit entities. Eric also assists clients of large and small estates with all aspects of estate administration and probate. Eric assists business clients with entity selection, structuring, formation, and planning. He also represents clients before the IRS. Eric is currently an active member of the Utah State Bar, Idaho State Bar, Washington State Bar and most recently Wyoming State Bar. He is also admitted before the U.S. Tax Court, the U.S. Court of Appeals for the Ninth Circuit and the U.S. District Court for the Eastern District of Washington. Eric earned his Bachelor’s Degree in Economics and Law & Constitutional Studies at Utah State University, his Juris Doctor at Gonzaga University School of Law and his LL.M. in Taxation at Georgetown University Law Center. When not in the office, Eric loves spending time outside with his wife and three daughters. He enjoys mountain biking, rock climbing, skiing and snowboarding.

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FEATURE
Creating Wealth Through Home Ownership With Broch Lassig (Ep.8)

Creating Wealth Through Home Ownership With Broch Lassig (Ep.8)

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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 CrossCountry Mortgage™, who has been ranked in the top 1% of loan officers in the country by Mortgage Executive Magazine. Broch shares some useful strategies that can help you get closer to buying your first home and explains why you shouldn’t wait for the housing market bubble to pop.

Broch discusses:

  • If home prices are ever going to decrease
  • The growing demand for housing
  • The risks of purchasing a house compared to renting a house
  • Strategies to help purchase your first home
  • And more

Connect With Austyn Whittenburg:

Connect With Broch Lassig:

About Our Guest:

Mortgages are in his DNA. Broch Lassig was named to Housing Wire’s Rising Stars in 2018 and has been ranked in the top 1% of loan officers in the country by Mortgage Executive Magazine. He was fortunate to learn about home loans from his father, a mortgage industry veteran who taught him to be disciplined and efficient while providing a superior mortgage experience to my clients. He emphasizes communication, so you will never wonder what’s happening with your loan. When you do have questions, He is only a call or email away. 

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Broch Lassig and CrossCountry Mortgage are not affiliated with or endorsed by Whitenburg Wealth Partners, Stratos Wealth Partners, or LPL Financial.

All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Mortgage backed securities are subject to credit, default, prepayment, extension, market and interest rate risk.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

 

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FEATURE
Breaking Down The Mystery of Life Insurance With Andy Brim (Ep.7)

Breaking Down The Mystery of Life Insurance With Andy Brim (Ep.7)

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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 feel protected. He will share how you can start using life insurance to your advantage.

Andy discusses:

  • The different products of life insurance and its benefits
  • Why it’s important to talk with your financial advisor about your life insurance
  • How high net worth clients are utilizing their life insurance policy
  • Getting tax free benefits from your life insurance plan
  • And more

Connect With Austyn Whittenburg:

Connect With Andy Brim:

About Our Guest:

Andy Brim brings over 25 years of experience in multiple facets of financial services. His focus on advisor revenue growth strategies make him a valuable asset to the Dixon Wells team. Andy has extensive experience in life, annuity, and LTC sales. He is constantly working to help each advisor build sources of revenue and improve overall client service. Andy holds a Bachelor of Arts degree from The Ohio State University.

Andy Brim and Dixon Wells are not affiliated with or endorsed by Whittenburg Wealth Partners, Stratos Wealth Partners, or LPL Financial.

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. 

Guarantees are based on the claims paying ability of the issuing company.

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FEATURE
The First Step to Your Successful Financial Future With Rick Gallacher (Ep.3)

The First Step to Your Successful Financial Future With Rick Gallacher (Ep.3)

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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: 

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.

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