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:
Today Janet Yellen announced her resignation after failing to be renominated to the Federal Reserve Board of Governors. Additional stories making headlines include Angela Merkel’s inability to create a coalition government, the FCC’s attempt to scrap net neutrality regulations and Uber covering up a massive data breach. Other topics include: • Building a financial base before buying real estate • Putting together and assessing your retirement plan • Estate planning with the family this Thanksgi
We are only two days away from Thanksgiving and the stock market is already starting to reflect the holiday season. Today I discuss saving a friend from a massive retirement mistake. Other topics include: • What should you do now regarding the new tax bill? • What every woman should know about long-term care • Bad decisions made during large market corrections • Social security’s cost of living increase and Medicare Part B premiums increase
Bitcoin plunges 29% from recent highs even though we have seen a meteoric rise in the last year. Listen in and I'll tell you what I think. Other topics include: • UberAir flying taxis • I explain how bad retirement products may be ruining your chance at a successful retirement • 7 disturbing findings about 401k’s • The very few situations where annuities make sense • Topics from this Thursday’s retirement income strategy event • Self employed retirement-savings strategies
What a year for the stock market. 2015 saw an increase in dividends, 2016 was a great year and 2017 is proving to be a great year as well –but are we getting the earnings? Today I provide a quick review of this year’s remarkable earnings season and figure out if we are out of the revenue recession. Other topics include: • 4 issues retirees should consider if the tax proposal goes through • Can a big tax event cause you to pay more for Medicare part B? • Retirement Savings Checklist
The new tax proposal made headlines last Friday and things may get a little messy as I try and explain some of the changes: Is the market doing well because of new tax package thoughts or because earning are headed in the right direction? Does this proposal help the self employed? Retirees, the wealthy, alimony and the new tax package Alternative minimum tax and unlocking AMT tax credits Changes to medical expenses, real estate and charitable giving Borrowing from your 401k and the 529 plan expansion
The CME may have opened floodgates for institutional money to pour into Bitcoin, paving the way for ETF's as well. Could this be the next step for government involvement in Bitcoin currency? Other topics include: • New Jersey Bureau of Security fining LPL Financial over nontraded REITs • Year-end tax planning • Home owners insurance • 2018 estate and gift tax exemptions • Getting out of AMT taxes in California • Is it time to get into commodities? • Socially responsible bond ETF’s
No tricks lie ahead. The spookiest day of the year is here and it’s time I treat you to some of the scariest investment mistakes any boy or ghoul could make. Today I explain how a custodian can prevent your investment from transforming into a Ponzi scheme and how to recognize if some radio vampires out there are looking to bleed you dry. Other topics include: • Retirement nightmares • Stranger things in Singapore’s investment policies • Young investor nightmares • Insurance horror stories
The average interest rate on the 30 year loan caused a 4.1% decline in mortgage. Thinking about interest rates I start today’s show by talking about exercising non-qualified stock options and paying taxes on them in retirement. I also discuss taking advantage of low interest and bond rates by paying off your mortgage going into retirement. Other topics include: Open enrollment for Medicare Year-end and year-beginning tax planning Elder abuse and what you can do about it Equalizing gifts
In retirement you typically get paid out of your 401k, which was the biggest financial story Monday. President Trump tweeted promising there would be no changes to 401k’s as congress considers capping your contribution amount. Today I discuss 401k stats and why I think congress wanted to make this move. Other topics include: • Health savings accounts • Putting together your retirement expenses list • Bitcoin and the new currency Metronome • 6 Personality Traits of the Wealthy and Successful
Another milestone for the stock market, the Dow hits 23,000! Today I reflect on major milestones that have happened in the market during my lifetime, what I have learned from them and the changes I have seen in investor behaviors. Other topics include • Dollar-cost averaging • What to do with your old 401k • Net Unrealized Appreciation (NUA) stock • Social security benefits increasing 2% in 2018 • Other social security changes and strategies • Getting ready for an estate plan
Is Netflix a tech stock, a media stock or a combination of both? Netflix just blew past growth expectations when last week investors were wary after Disney’s decision to pull content. Which is more important content or the delivery of content? Today Rob takes on the topic of companies like Netflix with swagger. Other topics include: A bond market bubble? North Korea threatening nuclear war The future for Ford and General Motors The Feds raising interest rates The Santa Rosa fires The Equifax breakd
It’s mid-October which means if you filed an extension Monday the 16th is the final day to file your tax return. Now is the time to get serious about your retirement planning options for 2017 if you are self employed. Another thing that happens in October is open enrollment for Medicare. Other topics include • Preparedness issues • ESG, faith based and socially responsible investing • Q3 recap • Emotional investing mistakes • Tests to determine retirement readiness • New e-service phish
We all know today’s market is overbought. As a result financial media is now full of commentators calling the market wildly overbought and scaring people with the C word...CRASH. Today Rob explains what investors should be concerned with when dealing in an overbought market. Other topics include: Alibaba expected to invest $15 billion on research and development over the next 3 years Rob’s biggest fears on the market right now Philip Morris and Altria metrics Understanding insurance Market news
When disaster strikes none of us are as prepared as we would like to be. One of the things we can do before something happens is access your insurance coverage. Save yourself the headache by reviewing your policies now before disaster hits and you are left with the rebuild costs. Other topics include: • What things your home owners insurance might not cover well • Go bags – basic supplies in a handy disaster kit • Professional guardians • The Fi Community • What you need in retirement
Some people have the mindset that you should live for today and forget about tomorrow. This way of thinking not only delays your retirement date, it probably also means changing the way you live. Today I explain expenses and habits that need adjusting when you are seriously behind on saving for retirement. Other topics: • Issues of incorporating • Estate tax repeal – is it good or bad? • Sal’s company was sold and has to make decisions on his pension plan and 401k • Avoiding probate without