Navigating Taxes, Investments & Health for a Secure Future
New Focus on Wealth with Chad Burton
Release Date: 11/27/2023
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...
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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...
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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...
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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...
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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...
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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...
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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,...
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Financial Planning Is A Dynamic Process
New Focus on Wealth with Chad Burton
In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning is a dynamic process, not a one-time event, with factors like market trends impacting retirement plans and spending decisions. Timestamps: [00:00:52] What is financial planning. [00:04:51] Asset...
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Recent Market Fluctuations & Savings Trends Across Different Generations
New Focus on Wealth with Chad Burton
On this episode, Chad and Rob discuss the recent market downturn and its impact on retirement planning. Chad highlights the importance of saving for retirement, citing statistics on savings across different generations. Chad invites listeners to an upcoming event focused on retirement readiness and financial planning strategies. Tune in to gain insights on managing your finances for a stress-free retirement. Timestamps: [00:03:51] Portfolio construction is key. [00:04:59] Tax efficiency and retirement planning. [00:09:29] Jeff Bezos financial moves [00:13:29] Tax-efficient portfolio...
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Retirement Readiness, Active Vs Passive Investing & Sequence Of Returns Risk
New Focus on Wealth with Chad Burton
Chad starts by discussing the upcoming event, "7 Steps for Retirement Readiness," which covers crucial aspects such as taxes, income, long-term care, safe money, investing, life goals, and health and wellness. He emphasizes the importance of this event in light of the challenges faced by investors in the current economic climate. Moving on, Chad delves into the world of investing, specifically focusing on the S&P 500, NASDAQ, and popular tech funds like XLK. He highlights the concentration of the S&P 500 in technology stocks and the need for diversification, especially as one...
info_outlineIn this podcast episode, the host, Chad Burton, discusses various topics related to personal finance, wealth management, and retirement readiness. Here are some key points covered in the episode:
- The stock market performance in 2023, with the NASDAQ up 46.5% and the S&P 500 up 19.85%.
- The impact of the Federal Reserve's interest rate cycle on market performance.
- The importance of balanced portfolios and volatility management in retirement planning.
- The use of AI technology, such as chat GPT-4, in changing the way people search for information online.
- The need for investors to be cautious about chasing high returns and to focus on long-term investment strategies.
- The expectation of future tax increases and the importance of utilizing Roth IRAs and Roth 401(k)s for tax-free growth.
- The potential challenges facing the Social Security system and the need for individuals to plan for retirement beyond relying solely on Social Security benefits.
- The impact of processed foods and microplastics on mental health and overall well-being.
- The benefits of focusing on health and exercise in retirement planning.
Additionally, the host mentions a webinar on "Seven Steps for Retirement Readiness" that he and Rob Black will be conducting on December 7th. He encourages listeners to sign up for the webinar and provides information on how to do so.
Timestamps:
[00:01:34] Tech stocks and market cycles.
[00:06:46] How well international developed has done.
[00:08:01] Historically high interest rates.
[00:11:38] Recession and earnings calls.
[00:17:14] Taxation of Social Security.
[00:19:05] Taxes and FICA Contribution.
[00:24:12] Mega Roth 401k.
[00:27:09] Tax-free growth in a Roth.
[00:32:46] Mental health and processed foods.
[00:34:24] Terrible effects of plastic water bottles.
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