Navigating Market Highs: Investment Strategies & Charitable Giving
New Focus on Wealth with Chad Burton
In this episode, Chad Burton provides a comprehensive market update, highlighting significant gains in various indices, including the NASDAQ and S&P 500, while also discussing the recent rally in the bond market due to declining interest rates. He emphasizes the importance of portfolio diversification, particularly for younger investors building wealth, and suggests strategies for rebalancing portfolios as markets reach all-time highs. Chad also addresses the impact of upcoming elections on market volatility and encourages listeners to consider charitable giving, particularly through...
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Health & Wealth: Strategies For A Fulfilling Retirement
New Focus on Wealth with Chad Burton
In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, retirement planning, and the impact of inflation on financial decisions. They delve into common retirement questions, particularly the concern of whether individuals have enough savings to retire comfortably, especially in light of rising costs and changing economic conditions. Chad emphasizes the importance of understanding one's tax situation and the complexities of income sources in retirement, such as Social Security, pensions, and investment accounts. The conversation...
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Retirement Withdrawal Strategies
New Focus on Wealth with Chad Burton
In this episode, Rob Black and certified financial planner Chad Burton discuss the current state of the financial markets, particularly focusing on the historical performance of September and the implications for retirement planning. They highlight the surprising resilience of the markets this year, with significant gains in major indices like the S&P 500 and NASDAQ. Chad emphasizes the importance of adjusting retirement withdrawal strategies, especially when markets are at all-time highs, and stresses the need for proactive portfolio management to avoid potential pitfalls during market...
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The Fed's 50 Basis Point Cut
New Focus on Wealth with Chad Burton
In this episode, host Rob Black and certified financial planner Chad Burton discuss the recent 50 basis point cut by the Federal Reserve and its implications for the economy and investment strategies. They analyze the current market conditions, including the volatility in stocks and the impact of rising interest rates on various sectors, particularly real estate and alternative investments. Chad emphasizes the importance of understanding alternative investments such as private real estate, private credit, and private equity, which are typically reserved for accredited investors with over...
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The Federal Reserve's Impact On Your Retirement
New Focus on Wealth with Chad Burton
In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, particularly focusing on retirement planning and the current economic climate. They highlight an upcoming event on income and retirement scheduled for September 26th at the Juniper Hotel in Cupertino, California, where attendees can learn about tax planning, portfolio transitions, and social security. The conversation delves into the implications of the Federal Reserve's anticipated rate cuts, the performance of different market indices, and the importance of total return versus...
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Retirement Planning Essentials
New Focus on Wealth with Chad Burton
In this episode, Chad & Rob discuss essential topics related to retirement planning and wealth management. They emphasize the importance of preparing for retirement well in advance, ideally starting serious planning around age 55, and highlight the need for a balanced portfolio that can withstand market volatility. Chad explains how to get started on a retirement plan by gathering key financial documents, such as investment account statements and tax returns, to create a comprehensive financial picture. They also delve into the significance of understanding average annual returns versus...
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The Current Economic Landscape In This Political Climate
New Focus on Wealth with Chad Burton
In this episode, Chad and Rob discuss the current economic landscape, focusing on inflation, taxes, and retirement planning. They analyze the recent inflation report and its implications for families and retirees, emphasizing the rising costs of essentials like food and gasoline. The conversation shifts to the political climate, particularly the recent debate, where both candidates are criticized for their lack of fiscal responsibility and tendency to increase government spending. Chad highlights the importance of utilizing Roth IRAs and Roth 401(k)s as strategic tools for tax-free growth,...
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Evaluating Rental Properties For Net Income & Considering 1031 Exchanges
New Focus on Wealth with Chad Burton
This episode covers various financial topics related to personal finance, wealth management, and investment strategies. Chad discusses the importance of planning for retirement, including strategies for turning retirement savings into a reliable income source. He delves into umbrella insurance. How much do you need? How much does it cost? Inflation hitting insurance premiums? He dicusses using a 1035 exchange to improve cash value life insurance. Chad explores the benefits of 1031 exchanges for real estate investments and provides insights on leveraging real estate for wealth building. Tune...
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The Impact of Proposed Tax Reforms
New Focus on Wealth with Chad Burton
This episode focuses on various financial topics discussed by certified financial planner Chad Burton. He covers updates on the stock market, including the performance of different indexes and the potential impact of NVIDIA's earnings report. Additionally, Burton delves into the proposed tax reforms by Vice President Harris, highlighting the potential implications on capital gains and taxes for high-income individuals. He also emphasizes the importance of strategic financial planning, particularly in terms of utilizing Roth accounts, charitable giving, and navigating changes in tax laws. ...
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Identity Theft Safeguards & Long-Term Care Options
New Focus on Wealth with Chad Burton
This episode focuses on various financial topics, including market updates, identity theft protection, and planning for long-term care costs. Certified financial planner, Chad Burton, discusses the current market trends, such as the performance of different ETFs and the impact of interest rates on bond investments. He also delves into the importance of protecting oneself from identity theft by using credit freezes, monitoring services, and strong password practices. Additionally, Burton highlights the options available for long-term care insurance, including pure insurance policies and hybrid...
info_outlineThis episode focuses on various financial topics discussed by certified financial planner Chad Burton. He covers updates on the stock market, including the performance of different indexes and the potential impact of NVIDIA's earnings report. Additionally, Burton delves into the proposed tax reforms by Vice President Harris, highlighting the potential implications on capital gains and taxes for high-income individuals. He also emphasizes the importance of strategic financial planning, particularly in terms of utilizing Roth accounts, charitable giving, and navigating changes in tax laws.
Tune in now to learn more!
Timestamps:
[00:01:23] Retirement planning for lifetime income.
[00:05:22] Earnings Growth Rates in Markets.
[00:10:23] Taxes and tax reform.
[00:14:32] Taxation and Child Nutrition.
[00:18:28] Taxes and Capital Gains Rates.
[00:23:21] Government accountability and taxes.
[00:25:40] Roth 401ks and Roth IRAs.
[00:30:29] Tax-free growth forever.
[00:32:27] Charitable Giving Strategies.
[00:35:28] Charitable IRA Contributions.
[00:15:42] Chad Burton dot com.
Email your money question to [email protected]
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com