Wealth of Insight

Are you ready to take control of your wealth and design the life you envision for yourself and your family? Welcome to  Wealth of Insight  with Austyn Whittenburg from Whittenburg Wealth Partners. In this episode, Austyn guides you through practical strategies for incorporating unexpected cash into your financial plan, empowering you with creative investment opportunities and planning ideas to ach...

Are you ready to take control of your family’s financial future? Join us on Wealth of Insight with Austyn Whittenburg, where we delve into the intricacies of planning for a successful family financial summit. In this episode, we explore how these summits can benefit business owners, high net worth families, and anyone looking to ensure a smooth transfer of wealth and values across generation...

Are you curious about the real impact of financial advice beyond just managing investments? Join us on Wealth of Insight with Austyn Whittenburg as we delve into the layers of value that a financial advisor can provide to enhance your financial well-being. In this episode, Austyn sheds light on the multifaceted role of financial advisors and uncovers the often-overlooked areas where they add subst...

Are you ready to seize control of your financial future and make informed decisions about your retirement? In this episode of Wealth of Insight with Austyn Whittenburg, we delve into the crucial milestones leading up to retirement and how you can navigate them strategically to enhance your financial well-being. Join Austyn as he shares experienced insights and practical advice on optimizing your r...

Are you looking to optimize your financial strategy and secure a brighter future? Welcome to another insightful episode of Wealth of Insight with Austyn Whittenburg from Wittenburg Wealth Partners. Today, we’re diving into the intriguing world of the Backdoor Roth IRA, unpacking its benefits, strategies, and potential pitfalls. In this episode, we’ll explore: Understanding the fundamen...

Welcome to a special episode of the Wealth of Insight podcast with your host, Austyn Whittenburg. Get ready to dive into a crucial topic that impacts us all – politics and its intersection with investing. Austyn breaks down the historical relationship between political events and the market, revealing surprising insights that challenge common perceptions. In this episode, Austyn covers: The Market...

What will 2024 look like? Let’s talk about our anticipations for 2024 and what we’re keeping our eyes on. Austyn Whittenburg goes over the economic forecast for 2024. He tackles the question of an impending recession and provides insights into stock and bond market trends, all while considering the influence of global events. Austyn discusses: The economic outlook for 2024 What he anticipates the...

Is inflation really “going down”? But why are prices still so high?  Let’s discuss the difference between inflation rates and prices affected by inflation while highlighting a possible silver lining of the situation! This week, Austyn Whittenburg discusses the impact of inflation on personal finances and the new tax brackets for 2024. He clarifies misconceptions around inflation and prices, explai...

The conversation about the impact of education on future income continues!  In this episode, Austyn Whittenberg discusses the income thresholds for being in the top 10% and top 1% of earners in the United States. He highlights the impact of education on income, stating that college graduates earn significantly more than those with only a high school degree.  Austyn also discusses the relativity of...

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 t...

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...

Think you know the NFL? While athletes sprint on the field, there’s another game being played off the field – one of billions. Venture beyond the scoreboard as Austyn Whittenburg unravels the sophisticated dance of dollars behind every touchdown and tackle in the NFL, along with the staggering influence of sports on global economies and our everyday lives. Prepare to challenge what you...

Did you know that around 14 million employees in the US are covered by stock option plans? Let’s find out what these options in your compensation plan have to offer you! In this episode, Austyn Whittenberg discusses the benefits, taxation, and considerations of employee stock options and restricted stock. He explains key terms related to stock options and highlights the increasing prevalence of th...

Feeling overwhelmed by student loans?  You’re not alone. Join Austyn Whittenburg of Whittenburg Wealth Partners as he dives deep into the complicated world of student loans in the United States. From discussing the COVID-19 pause on repayments to the latest Supreme Court rulings, Austyn breaks down what you need to know to make informed decisions about your student loan debt. In this can&#82...

We’ve said it before, and we’ll say it again now: There is no such thing as a dumb question when learning how to invest your money.  Today, we’re answering the questions you’re too afraid to ask about bonds. In this episode, host Austyn Whittenberg discusses different types of bonds and bond terms. He explains that bonds are issued by companies or governments to raise money, and investors lend mon...

Stocks, bonds, ETFs, oh my! What’s the difference between all these anyway? In this episode, Austyn Whittenberg discusses the difference between stocks and bonds. Austyn also emphasizes the importance of diversification and having a combination of both stocks and bonds in investment portfolios.  He also delves into the difference between actively managed and passively managed funds, mutual funds a...

You may have heard the term S&P 500 or NASDAQ thrown around when discussing diversifying and growing your portfolio. But what do these index funds mean for your portfolio? In this episode, Austyn focuses on three major investment options and explores what questions clients often don’t think about when it comes to the Dow, S&P 500 and NASDAQ. He dives into how each index has unique characte...

If you’re like the average American, you have debt, and possibly don’t know where to begin when wanting to efficiently pay it off. In this episode of the Wealth of Insight podcast, Austyn Whittenberg tackles the pressing issue of American debt. He shares valuable strategies for managing and reducing debt. From budgeting to the 50-30-20 rule, they provide practical tips to regain control of your fi...

Are you haunted by a constant sense of guilt every time you spend money? In this episode, Austyn Whittenburg dives into the phenomenon of spending guilt, unraveling its underlying causes and exploring practical strategies to overcome it. Join him as he uncovers the secrets to finding financial balance, transforming negative money mindsets, and embracing a guilt-free approach to spending.  Get read...

Mistakes are inevitable. Some can be overlooked but in financial planning, one mistake can have a big impact on your financial future. In this episode, Austyn Whittenburg shares seven of the most common mistakes he sees people making in their financial planning. He explains each mistake and what you can do to avoid making them. Austyn discusses: How the retirement stage in our life cycle has evolv...

Are you tired of earning next to nothing on your savings? Do you want to know how to get higher returns on your hard-earned money? In this episode, Austyn Whittenburg explores the best places to park your money, both for the short and long term, so you can earn better returns and minimize the impact of inflation on your purchasing power. Join Austyn in an insightful discussion covering important f...

It’s no secret that financial literacy is something that *isn’t* taught in school. In this episode, Austyn welcomes Rick Gallacher, CFP®, CPA/PFS back onto the podcast to talk about five key financial principles that your kids should know. From interest to taxes, Austyn and Rick use real examples so you can teach your kids everything they need to know about money. Austyn and Rick discuss: Albert E...

If you’ve been watching the news lately, there has been a lot of panic surrounding the US dollar.  In this episode, Austyn Whittenburg eases your mind about money by explaining the different scenarios we could face in the future. He addresses the recent events that could have an impact on the dollar and explains why there is no reason for immediate concern. Austyn discusses: The history of money –...

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 cover...

Seeking out strategies for saving money on your taxes? Looking to keep more of your hard-earned income in your pocket? Look no further… In this episode, Austyn Whittenburg explores the various ways you can save money on your taxes. From tax deductions and credits to retirement accounts and charitable contributions, Austyn provides practical tips and insights on how to reduce your taxes and maximiz...