Retirement, Cognitive Health & The Gut-Brain Connection
New Focus on Wealth with Chad Burton
Release Date: 02/02/2024
Leveraging AI in Financial Planning & Investing
New Focus on Wealth with Chad Burton
On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, discusses market and earnings updates for the first quarter of 2024. He shares insights from FactSet's Earnings Insight report, noting that 92% of S&P 500 companies reported results, with 78% showing positive earnings per share surprise and 59% positive revenue surprise. The blended year-over-year earnings growth for the S&P 500 is 5.4%. For more personal finance tips and resources, visit chadburton.com. Timestamps: [00:01:23] Earnings growth and valuations in 2024. [00:06:09] Sneaker return for...
info_outline
Demystifying Social Security & Investment Strategies
New Focus on Wealth with Chad Burton
This episode features Chad Burton discussing various financial topics such as the stock market, retirement planning, Social Security, real estate, and estate planning. Chad provides insights on the current state of the market, the challenges facing Social Security, the importance of tax-efficient investing, and the strategies for wealth preservation and retirement planning. He emphasizes the need for proper financial education, especially for younger individuals, and highlights the significance of estate planning to ensure the responsible management of inherited assets. The episode also...
info_outline
The Current Economic Landscape, Market Trends, Interest Rates, & Inflation
New Focus on Wealth with Chad Burton
The podcast episode features Chad & Rob discussing various financial topics related to wealth management, retirement planning, and estate protection. Throughout the episode, Chad covers a range of subjects, including the current economic landscape, market trends, interest rates, and inflation. He emphasizes the importance of tax planning, insurance reviews, and estate planning in the context of financial management. Chad also delves into the significance of alternative investments, such as private equity, private lending, and private real estate, for portfolio diversification and wealth...
info_outline
The World Of EVs & Health Savings Account Strategies
New Focus on Wealth with Chad Burton
This podcast episode focuses on various financial topics, health tips, and investment strategies discussed by certified financial planner Chad Burton. In the episode, Chad provides insights on the current market trends, including the impact of tech earnings, interest rates, and inflation on investment decisions. He delves into the importance of diversification in portfolios, highlighting the performance of different asset classes such as tech-heavy NASDAQ, S&P 500, and emerging markets. Additionally, Chad emphasizes the significance of managing health alongside wealth, offering practical...
info_outline
The Wealth-Health Connection
New Focus on Wealth with Chad Burton
This podcast episode focuses on various financial topics, including market updates, investment strategies, and insurance considerations. The host, Chad Burton, discusses the recent market trends, highlighting the performance of different indexes and individual stocks like NVIDIA, Apple, and Tesla. He emphasizes the importance of diversification in investment portfolios, especially in light of the concentrated nature of the current market, with a significant portion of the S&P 500 being tech or communication services companies. Additionally, Chad provides insights into mutual funds and...
info_outline
Balancing Wealth & Health: Financial Planning & Wellness Tips
New Focus on Wealth with Chad Burton
This episode focuses on a variety of financial topics, including current news on consumer prices, market performance, interest rates, and alternative investments. Chad provides insights on the latest data on consumer prices, market trends, and the potential impact on interest rates. Additionally, he discusses the importance of diversification in investment portfolios, the performance of different asset classes, and strategies for managing wealth effectively. In the latter part of the episode, Chad shifts the discussion towards the importance of health and wellness in conjunction with financial...
info_outline
Smart Tax Moves: 1031 Exchanges, DSTs & Charitable Remainder Trusts
New Focus on Wealth with Chad Burton
This podcast episode discusses various financial topics, including market numbers, stock and bond market performance, interest rate-sensitive assets, tax considerations, and real estate investment strategies. Chad provides insights on market trends, the impact of interest rate changes on investments, the importance of tax planning, and options for optimizing real estate investments, such as 1031 exchanges and charitable remainder trusts. The episode also delves into the concept of rebalancing portfolios, evaluating rental property performance, and making informed decisions based on individual...
info_outline
Managing Insurance Costs & Exploring the World of Timeshares
New Focus on Wealth with Chad Burton
The podcast episode discusses various financial topics, including the current market trends, the impact of interest rates on different sectors, and the challenges faced by the insurance industry. The host, Chad Burton, shares insights on the performance of different investment options like stocks, bonds, and real estate investment trusts. He also delved into the complexities of helping children buy homes and the pitfalls of owning a timeshare. The episode provides valuable information on selling a timeshare, navigating insurance rate increases, and making informed financial decisions in...
info_outline
Retirement Planning, Tax Strategies & The New Law Regarding 529 Plans
New Focus on Wealth with Chad Burton
This podcast episode features certified financial planner Chad Burton and Rob Black discussing various financial topics related to retirement planning, tax strategies, and investment decisions. Chad highlighted the importance of careful financial planning, especially for those looking to retire early or maintain their lifestyle in retirement. He discussed income gaps, working after retirement, tax season issues, and the impact of recent laws on financial planning, such as the Secure 2.0 Act affecting 529 plans. Chad also emphasized the need for personalized financial advice and decision-making...
info_outline
Stress Testing Your Financial Plan
New Focus on Wealth with Chad Burton
In this podcast, Chad and Rob discuss various aspects of personal finance, wealth management, and estate planning. Throughout the episode, Chad and Rob delved into topics such as stress testing financial plans, the importance of estate planning, and the evolution of wealth management strategies over time. They also touched on the significance of having a solid financial plan in place to navigate market volatility and potential risks, emphasizing the need for proper asset allocation and risk management. Additionally, the conversation covered the role of relationships in financial planning,...
info_outlineThe episode kicks off with a discussion on the seven steps to retirement readiness. Chad emphasizes the need for a comprehensive financial plan that goes beyond just having enough savings. He highlights the importance of tax efficiencies, safe money allocation, and planning for long-term care costs. Listeners are encouraged to attend an upcoming event hosted by Chad, where he will delve deeper into these topics.
Chad also delves into the concept of linear cash flow and its significance in retirement planning. He explains how to calculate the rate of return needed to ensure a comfortable retirement and stresses the importance of being conservative in projections. By using a rate of return just under 6%, Chad helps listeners assess the longevity of their retirement savings.
The conversation then shifts to the challenges retirees face, including healthcare costs and the decision of when to take Social Security. Chad provides valuable insights on navigating Medicare, choosing supplemental insurance, and optimizing Social Security benefits based on individual circumstances. He also highlights the impact of tax planning on retirement income and the benefits of charitable gifting from IRAs.
In addition to financial planning, Chad emphasizes the importance of prioritizing health in retirement. He shares his personal interest in longevity and discusses the emerging research on the gut-brain connection, exercise, and healthy lifestyle choices. Chad encourages listeners to invest in their health now to enjoy a fulfilling retirement.
Timestamps:
[00:02:10] Linear cash flow.
[00:04:10] Rate of return in retirement.
[00:08:37] Average market gains and losses.
[00:14:33] CFP Chad Burton's outdoor adventures.
[00:16:20] Order of stock market returns.
[00:20:09] Medicare and supplemental insurance.
[00:23:05] IRA charitable contributions.
[00:29:36] Gut health and brain function.
[00:30:51] Focusing on healthcare and wellness.
Email your money question to [email protected]
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com