New Focus on Wealth with Chad Burton
Summary: Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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Podcasts:
During the quarterly Fed meeting the FOMC removed the Accommodation Clause while Chairman Powell stated that “this does not imply the Fed will be less aggressive if necessary in raising rates.” With the fed funds rate believed to be raised in December and 3 times next year, what does that mean for loan rates? Other topics: • Recessionary signs • How will you act during a correction? • Confusing investor terms • Opportunity zone programs • Year-end tax moves • Selling insurance policies
If taxes got you thinking about relocating , there are more things to consider before packing up. Are you trading higher property tax for lower state tax that will it save you money in the long run? Would you benefit more by living in a community property state? Other topics include: • End of year tax issues • Tips for younger investors • Conservation easement • The best way to make charitable contributions
Google and Alphabet are moving to the new communications sector, joining the likes of AT&T and Verizon. It has also been announced that the Instagram cofounders are leaving Facebook. This is not great news for anyone who owns XLK, the ETF that will no longer hold Facebook or Alphabet. Other topics include: • “Buy/sell everything” media reports • RMD’s • Things to do with your withholding • Widows social security benefit decline
Here we go again, the treasury just got north of 3%. Will rates fall back to the 2.85% range again? With the economy lacking clear signs of out of control inflation bond hungry investors are seeing that as a reason to buy and the same seems to be going for REIT’s. Today I look at rate sensitive investments and rolling bear markets. Other topics: • What causes rates to go up? • The crazy divergence between value and growth in stocks • Stock market FOMO • Bonds in a rising rate environment
The lack of basic financial education in high school grads is simply mind-blowing. The idea of paying yourself first and investing for getting yourself on track for retirement just doesn’t exist. With over 60% of Americans drastically underprepared for retirement I share basic investing strategies that make all the difference. Other topics: • Should you consider robo retirement advice? • Estate planning • Switch from a S-Corp to a C Corp • Asset location and asset allocation • Prenups
If you are 10 years from retirement or in retirement don't miss our 9/20 Los Gatos event: Retirement Income and Tax Planning at 6:30 PM at the Toll House Hotel. Sign up at www.ChadBurton.com with code “Radio25”. Other topics include: • Vuying private REIT's and other high fee products that can ruin your retirement • Divorce planning • Cyber security and protecting you home networks • What should you be thinking about in the late stages of a bull market
Almost every major financial media outlet is talking about Argentina and Turkey. 2017 emerging markets were stellar but have struggled this year. Are you thinking about points of entry if you are not already invested in emerging markets? I explain why we are seeing inflationary issues in Argentina and Turkey and how to take advantage of this opportunity. Other topics: • When to take RMD’s on an inherited IRA and what to do when you screw it up • When annuities work • Trump-cut opportunities
Rather than the typical summer downturn, we are seeing record highs. In fact revised GDP numbers show the economy to be growing at 4.2%. Should you be thinking about potential bubbles? Today I explain why the current market is not similar to the market that led to the Great Recession and share my Top 10 Retirement Mistakes.
Rather than the typical summer downturn, we are seeing record highs. In fact revised GDP numbers show the economy to be growing at 4.2%. Should you be thinking about potential bubbles? Today I explain why the current market is not similar to the market that led to the Great Recession and share my Top 10 Retirement Mistakes.
At the moment student debt and auto loans are the most concerning issues our economy faces, so much so that the IRS released a private letter ruling that could make it easier for employers to use 401ks to assist employees in repaying student loans. Other topics include: • Is there a housing bubble? • Retirement saving options for self employed individuals • 401ks vs. Roth 401ks • The Social Security train wreck • Itemized deductions & charitable contributions under the new tax law
College is a crazy and exciting milestone in life. After dropping off my son at his first year of college I share what I learned about scholarship applications, dorm budgeting and the relatively new personal financial planning degree. Other topics include: • Protecting your portfolio from corrections with emerging markets • Bull market FOMO • Concerning debt levels at different ages • Rental properties and the new tax law • Buying vs. leasing a business car
Summertime geopolitical woes continue as August comes to an end. First we have the Paul Manafort issues unfolding and a second issue lies with Elon Musk tweeting about taking Tesla private. Will either of these men be able to avoid prison? Other topics: • Retirement planning for couples with an age gap • The longest running bull market • Estate planning items you may not be thinking about • College net costs calculators • Tough situations for the Sandwich Generation
Bay Area home prices are so elevated that investors are receiving low yield even if they buy a property all-cash. Today I discuss Bay Area real estate issues including high prices, rising rates, tax law changes and the basic worker not being able to live in the Bay Area. Other topics include: • Items that affect portfolio return • A popular Roger Ibbotson article on indexed annuities • Backdoor Roth IRA’s
12 more days and we will have the longest running bull market without a 20% market correction. I see a lot of portfolios where people have been in the right place, but all they own are S&P large cap stocks, which are now getting quite expensive. Will we see a shift from momentum stocks to stocks trading at a discount? Other topics: • What is contributing to the incredible earnings growth? • Catching up on retirement savings in your 40’s and 50’s • When you don’t want to convert to a Roth
“What do you want to do when you retire?” It’s a question I ask where too frequently the retiree ends up doing something completely different from what they thought they would be doing. Today I talk about retirement preparedness through practice. Other topics include: • Retirement introverts • Q2 earnings, revenue and tax cuts – what companies expect going forward • What is driving indexes today • Cryptocurrency platform for equity trusts • Catching up on retirement savings