Evaluating Rental Properties For Net Income & Considering 1031 Exchanges
New Focus on Wealth with Chad Burton
Release Date: 09/05/2024
Certified Financial Planner Chad Burton Discusses The Current Markets And Your Retirement
New Focus on Wealth with Chad Burton
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Certified Financial Planner Chad Burton Joins Rob Black at the End of May 2026
New Focus on Wealth with Chad Burton
Filtering through the “noise” on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors. Certified Financial Planner Chad Burton joins Rob Black discussing retirement solutions.
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Certified Financial Planner Chad Burton Joins Rob Black In Discussing Smart Plans For Retirement
New Focus on Wealth with Chad Burton
As Regional Director for EP Wealth Advisors, Chad helps clients pursue personal financial goals through comprehensive planning, while supporting growth across his region. He works with individuals and families seeking clarity across retirement, income needs, and legacy priorities
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Certified Financial Planner Chad Burton Discusses 2026 and Your Retirement
New Focus on Wealth with Chad Burton
EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next Pints and Portfolios will be in San Mateo this Saturday May 16th from 11am to 1pm with EP Wealth Advisors Ryan Ignacio CFA CFP and Julie Chan-O'Rourke CFP
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Certified Financial Planner Chad Burton On Preparing For Retirement
New Focus on Wealth with Chad Burton
EP Wealth Advisor CFP Chad Burton on great ways to prepare for retirement, plus information on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more.
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Certified Financial Planner Chad Burton Discusses 2026
New Focus on Wealth with Chad Burton
Chad talks about the markets on Tuesday 1/5/26 and what we may see the rest of the year, plus more on the next seminar with EP Wealth Advisors Chad and Ryan Ignacio at the Palo Alto Elks Lodge January 15th at 6:30pm covering important tax strategies and more
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Certified Financial Planner Chad Burton Discusses Friday Stock Tumble
New Focus on Wealth with Chad Burton
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Certified Financial Planner Chad Burton Discusses Markets With Rob Black
New Focus on Wealth with Chad Burton
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Certified Financial Planner Chad Burton Talks With Rob Black On Retirement
New Focus on Wealth with Chad Burton
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Certified Financial Planner Chad Burton Discusses Your Retirement
New Focus on Wealth with Chad Burton
Rob Black looks at late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge where you can meet EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
info_outlineThis 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 in now to learn more!
Timestamps:
[00:02:31] Roth 401ks and Roth IRAs.
[00:06:20] Money market funds and retirement.
[00:10:09] Retirement Planning and Wealth Preservation.
[00:13:37] Rising Umbrella Insurance Claims
[00:18:42] Long term care insurance.
[00:19:49] Wealth Preservation and Retirement Planning.
[00:25:13] Long-term care insurance options.
[00:27:30] Life insurance 1035 exchange.
[00:33:18] Real estate investment considerations.
[00:36:09] Real estate wealth-building strategies.
[00:37:48] Turning rental property into second home.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com