Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA
New Focus on Wealth with Chad Burton
Release Date: 10/09/2024
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_outlineIn 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 high-rate environment, and discusses the merits of Roth IRAs versus traditional 401(k)s, emphasizing the importance of tax planning for future financial security. With a wealth of insights and practical advice, this episode serves as a valuable resource for anyone looking to navigate the complexities of personal finance and investment in a rapidly changing world.
Tune in now to learn more!
Timestamps:
[00:01:48] Emerging markets performance update.
[00:06:17] Volatility Index and market fear.
[00:10:00] Assumable mortgages explained.
[00:14:24] Assumable loans and inheritance.
[00:15:40] Inheriting IRAs and tax implications.
[00:19:14] Tax-free growth vs. tax breaks.
[00:22:46] Tax strategies for retirement savings.
[00:26:39] Estate planning in Nevada.
[00:30:44] 1031 exchanges for real estate.
[00:34:37] IRA to Roth conversions.
[00:37:08] Charitable giving from IRA.
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