Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors
New Focus on Wealth with Chad Burton
This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th. Sign up for the live retirement event on 2/1 in Palo Alto at . Chad tackles real-world scenario where a high-net-worth investor owns several million in rental properties but has limited liquidity in traditional accounts. With inflation outpacing rental growth, what’s the smartest way to unlock equity? Chad explores loan strategies, strategic property sales, 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges to optimize wealth while minimizing tax burdens. But that’s just the...
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Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.
New Focus on Wealth with Chad Burton
Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs. Explore retirement planning essentials like Morningstar's revised 3.7% withdrawal rate, strategies for optimizing Social Security timing, and the pros and cons of bond ladders versus ETFs. Chad also discusses common retirement mistakes—from underestimating inflation to overlooking health priorities—and offers actionable insights for a secure and fulfilling retirement.
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2024 market recap, direct indexing and retirement asset allocation.
New Focus on Wealth with Chad Burton
In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forward P/E ratio for the S&P 500, and the unprecedented concentration of 10 companies comprising 39% of the S&P 500 index. Chad explores retirement portfolio strategies, emphasizing long-term planning, diversification between asset classes, and careful repositioning for those nearing retirement. He provides advice on managing windfalls,...
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EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio
New Focus on Wealth with Chad Burton
Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management. Presented by , this seminar walks you through the current real estate environment, trends in 1031 exchanges, and how DSTs can likely enhance your investment strategy. In this recording, we discuss topics such as: Understanding 1031 exchanges and how they work Exploring the factors of DSTs...
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Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange
New Focus on Wealth with Chad Burton
In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges. Chad and Rob also explore how to seamlessly swap a single rental property into a diversified real estate portfolio. Whether you're a seasoned investor or just getting started, this episode is packed with actionable insights to help you maximize your real estate potential....
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Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value
New Focus on Wealth with Chad Burton
In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of...
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Opportunities In REITs & Passive Income
New Focus on Wealth with Chad Burton
In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500. He meticulously analyzes the recent fluctuations in interest rates, emphasizing their impact on bond values and the importance of strategic cash management in a volatile environment. Furthermore, Chad explores the evolving real estate market, shedding light on the resurgence of real estate...
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Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA
New Focus on Wealth with Chad Burton
In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies. He highlights the recent performance of various indices, including the NASDAQ and S&P 500, while addressing the implications of the Federal Reserve's interest rate adjustments and the ongoing economic stimulus in China. Chad also tackles listener questions, shedding light on the often-overlooked topic of assumable mortgages in today's...
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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...
info_outlineIn 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 actual returns, particularly in the context of market fluctuations. The conversation touches on the impact of inflation on everyday expenses, including travel and food, and the necessity for individuals to adapt their budgets accordingly.
Tune in now to learn more!
Timestamps:
[00:03:31] Retirement portfolio preparation strategies.
[00:07:28] Average annual rate of return.
[00:12:38] Charitable contribution strategies for wealth.
[00:15:48] Inflation's impact on budgets.
[00:18:27] September market volatility analysis.
[00:23:06] Total return in investments.
[00:26:29] Healthy food costs rising.
[00:30:42] Retirement strategies for self-employed.
[00:35:10] Estate planning and inheritances.
[00:00:00] Income and retirement planning.
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Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com