Congress has passed a few things that give people more opportunity to grow the amount of money they can put away and save for retirement.  In this episode, Austyn Whittenburg talks with Rick Gallacher to discuss a high level overview of the Secure Act 2.0. Rick discusses: The changes to RMD’s The impact to the … Read M

Most people will need some form of long term care at some point in their life, and they don’t want to be a burden on their family. In this episode, Austyn Whittenburg talks with Rick Gallacher, CFP®, to talk about a range of different long term care options, the benefits of the services, and when … Read More Read More

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 ki

It’s never too late to start planning for your retirement or is it? In this episode, Austyn Whittenburg is joined by Rick Gallacher to discuss some strategies he uses when crafting financial plans with his clients. He also shares how he can work with you to potentially optimize your plan. Austyn discusses: Why you shou

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 … Re