Wealth of Insight
The First Step to Your Successful Financial Future With Rick Gallacher (Ep.3)
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:
- (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.