Navigating Market Highs: Investment Strategies & Charitable Giving
New Focus on Wealth with Chad Burton
Release Date: 09/26/2024
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
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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.
info_outlineIn 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 donating appreciated stocks to avoid capital gains taxes. He explains the benefits of donor-advised funds and charitable remainder trusts for those looking to maximize their charitable contributions while managing tax implications. Additionally, he answers listener questions about long-term care insurance, estate planning for blended families, and strategies for managing inherited IRAs and annuities, underscoring the necessity of having a clear financial plan that accounts for taxes, inflation, and potential long-term care needs.
Tune in now to learn more!
Timestamps:
[00:02:08] Bond market changes and trends.
[00:05:12] Investing during market highs.
[00:08:06] Charitable gifting strategies explained.
[00:11:22] Charitable remainder trust benefits.
[00:16:29] Retirement planning and market risks.
[00:18:24] Long-term care insurance challenges.
[00:23:58] Estate planning before marriage.
[00:25:35] Estate planning and asset protection.
[00:30:40] Best states for estate planning.
[00:34:06] Inheriting IRA and annuity.
[00:36:54] Estate planning at age 90.
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