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:
While everyone was out enjoying their MLK holiday the financial industry was buzzing over new reports. Would you be able to survive retirement with a 60/40 US stock-bond portfolio? Today I discuss the calls for historically low average returns and the flattening yield curve.: • Roth 401k funding & Roth conversions • Did the new tax law change capital gains exclusion on homes? • 1031 exchanges • Why financial professionals are uniting against the corporate tax cut • Estate planning issues
Updated reports are once again calling for potential low returns on traditional balanced portfolios. I explain how some “forecasters” expect low end numbers for a traditional 60/40 portfolio; the same portfolio that should have given you double digit returns last year. Other topics include: • How investing outside retirement plans can help you build wealth • Issues with cryptocurrency pump and dump problems • Kodak move into blockchain • Reviewing your asset mix
Whether you have questions about the potential 20% of net income deduction on real estate or how the phase out works, the new tax code needs clarification. Topics include: • Where to stash safe money inside your IRA • Will retirees be in a rush to leave California? Is California real estate doomed? • The take home pay retirement test • Changing the way you donate under the new tax code • Reducing single company stock exposure and save taxes with a charitable remainder trust • Updating your
The new tax plan is all people seem to be talking about. Unfortunately the new tax plan is far from the simplified one I hoped for, but it does include several (unnecessary) cuts and changes that many are beginning to ask about. Small business owners especially are having a rough time digesting the new tax plan as they try to get the new business tax credit. Today I explain the new tax code, who is affected the most and how to use it to your advantage.
Domestic and international corporate earnings are up again with the best increase we’ve seen since 2011. Why? The US Dollar sank 10% since Trump took office, which is good for companies making profits overseas and want to bring their business back home. Today I discuss this and other geopolitical issues that affect the market. Other topics include: • Major risks in retirement • Can a POD avoid probate costs? • The upcoming tax plan • Tough times for Bitcoin • Early retirement
Jeff "Bond King” Gundlach is in the news talking stocks in the US and overseas. Where is the best value? We have synchronized global expansion and many countries can claim they have better economies and equity markets than the USA. Other topics include: Charitable giving Talking with elderly parents about their financial future Social security strategies
On todays show with a story about a failing biotech company called Bioptix which last October announced a name change and made a strategic investment in Coin square. The company, now called Riot Blockchain, has seen a sharp rise since Thankgiving based on a name change and strategic investment. This reminds me of companies that soared in the 90's by simply adding .com to their name. Topics include Cryptocurrency issues Other uses for Blockchain technology Breaking down the new version of the tax bill
I kick off todays show with a story about a failing biotech company called Bioptix which recently announced a name change and made a strategic investment in Coin square. The company, now called Riot Blockchain, has seen a sharp rise since Thankgiving based on a name change and strategic investment. This reminds me of companies that soared in the 90's by simply adding .com to their name. Also: • Cryptocurrency issues • Other uses for Blockchain technology • Breaking down the new version of the tax b
The more things change the less they change is an argument Rob gets into when discussing rent vs. owning. Today Rob discusses the worrisome trend where people buy homes with intent to rent with no regard for their income with Tony Mendes. Other topics include: • The lack of market corrections • Setting yourself up for financial success in your 30’s & 40’s by avoiding common money mistakes • Record stock market highs with Patrick O’Hare • Digital disruption and tech trends to note
Unemployment nears 4% and the consumer-price index reads a tame 2.2%. With unemployment near 4% we should have seen an increase in wage inflation. What will the Feds do with rates? Other topics include: • Understanding the new tax plan • A preview of tonight’s 10 Pillars of Retirement Income Planning webinar • Generational differences in spending
24 years ago an estate worth over $650,000 was considered to be a wealthy person’s estate. That number has since changed to $5.5 million per person and leaves many wondering how their estate will be affected by the tax proposal. Today I discuss questions you should ask your CPA regarding the new tax plan. Other topics include: • Christmas money lessons for your children • My son’s hard learned individual stock lesson • Cryptocurrency • What to put into your IRA and what to spend it on
Many years ago Professor Jeremy Siegel stated the S&P 500 deserved a higher P/E ratio due to low interest rates. He is now expecting a pause in 2018 and potentially a shift to value. Today I discuss Jeremy Siegel’s views on the market. Other topics include: • Rebalance now or wait for January? It depends on your tax situation • What to look at in your bond portfolio • Major retirement risks and how to battle them • Retirement products
A new tax plan seems to be coming together with one bill being passed in the House and another being passed in the Senate. However, there are many differences between the two and more has to be done for both sides to reconcile. Today I point out changes congress wants to pass and changes I wish were being addressed. Other topics include: • My love of financial media scare tactics and Harry Dent Jr. • Preparing your portfolio for market corrections • Rescuing bad annuities
Vanguard (the king of passive index fund investing) is expanding its presence in active funds, launching 6 factor based ETF’s and 1 factor based mutual fund. Today I explain factor based funds and their place in your portfolio. Other topics include: • Goldman Sachs predicting a bear market • Women’s retirement issues • Bad market calls (that cost money even when they are right) • Charitable giving
Jeff "Bond King” Gundlach is in the news talking stocks in the US and overseas. Where is the best value? We have synchronized global expansion and many countries can claim they have better economies and equity markets than the USA. Other topics include: • Are you in the sweet spot for Roth conversions? • How and when to rebalance