New Focus on Wealth with Chad Burton

A Bloomberg article lists companies already paying below the median effective tax rate and I examine how it relates to our push for a simplified tax code. The Nebraska Department of Insurance states identity theft is affecting annuities, the “safe” brokerage accounts. Other topics include: Identity theft protection services Goldman Sachs price war on smart-beta ETF’s Charitable remainder trusts and capital gain exclusions How will retirement change if Trump’s tax plan passes? Roth 5 year rule

Today I explain recent market shift and how they tend to affect future markets. I also discuss the expected framework for Trump’s tax reform plan that will be announced this afternoon and what its biggest issue could be. Other topics include: • Is Bitcoin in the biggest bubble of our lifetime? • Giving in retirement • A mortgage for millennials that pays off student debt • Quantifying and setting financial goals • What is putting pressure on people’s retirement?

Today I explain how the relationship between bonds and interest rates has resulted in lower than normal income for retirees. Will your portfolio be able to keep up with inflation even when low interest rates are being offset by shockingly low capital gains taxes? Other topics include: Having a detailed withdrawal strategy so you won’t be subject to the order of returns in retirement Timing the market in retirement Dealing with market all time highs Are target retirement date funds a good idea for yo

The Feds are having their quarterly meeting today and while we shouldn’t expect a rate hike right now - what we can expect is a better idea of their plan going forward with the reversal of quantitative easing. Today I explain the data you need to look at that impacts our future interest rates. Other topics include: • News based trade bumps • Life insurance policies -a horrible savings vehicle • Charitable remainder trusts • Can stocks increase earning during a correction? • Tax-free Roth co

I kick today’s show off with some listener emails. One asks if it is wise to invest money borrowed against their 401k intending to repay with the 5% interest and stuff more money into their 401k. Larry is concerned the market is too high to consider a Roth IRA conversion. Should Larry wait to move forward with his plan? Other topics include: • Picking funds inside your 401k • The Bitcoin “bubble” • Getting your kids to learn, save and work despite the money in your estate plan • Investin

Today I discuss the severity of Equifax’s data breach and more importantly, what to do if your information has been compromised. Other topics include: • Identity theft protection and resolution services • Can you collect social security living outside the US and when should you take it? • The arguments around Bitcoin • Saving for college when you have less than 5 years

Between the forest fire and hurricanes, we are basically surrounded by national disasters. Today I discuss common topics that come up whenever national disasters strike. Other topics include: • Things should you consider before retirement other than your portfolio • Rebalancing during your working years vs. retirement • Divorce agreements and life insurance policies • Market correction traps

Between the forest fire and hurricanes, we are basically surrounded by national disasters. Today I discuss common topics that come up whenever national disasters strike. Other topics include: • Things should you consider before retirement other than your portfolio • Rebalancing during your working years vs. retirement • Divorce agreements and life insurance policies • Market correction traps

US futures are lower mostly due to North Korea’s 6th nuclear test, Trump tackling the Dreamers program and Hurricane Irma. Today I discuss global events happening this week and the expectations they hold. Other topics include: •Is a correction around the corner? •Increasing healthcare costs for retirees •Retirement costs people don’t project in •Which assets to draw from first in retirement •Alternative ways to fund long term care insurance •1035 exchange for old universal life insur

Today’s revised GDP report up 3% more than expected. This resulted in market futures turning a bit negative now that a December rate hike is more likely to happen. Even though Hurricane Harvey will cause many jobs tobe lost, more jobs will be recreated once rebuilding occurs. Other topics include: • Retirement products you may want to avoid • What an annual review should look like in retirement • Updating your estate plan • Assessing your insurance

Hurricane Harvey is going to need help from everybody. Protect yourself from scammers by checking out sites such as Charity Navigator, text HARVEY to 90999 to donat $10 to the Red Cross or consider giving stock. Other topics include: • Reverse mortgages –one strategy to delay social security after a forced early retirement • 3 main components of portfolio construction • Basic types of annuities and answering 3 different annuity questions • Rolling corrections and single stock risk issues

Today I look at the trending GoBankingRates article on How Long $1 Million Will Last In Retirement In Every State. Are these numbers accurately adjusted for inflation? What expenditures were not taken into consideration? Other topics include: How does a financial planner get involved in estate planning Strategies to avoid probate costs Trump threatening to shut down the government unless he gets funding for his wall What are the odds for tax reform? Biggest retirement mistakes I see

Today I look at positives and negatives in the market and what would change if tax reform makes it easier to repatriate cash. Other topics include: • What to do with your inheritance? • Alan is self employed. Can he deduct his family’s health insurance premiums on his corporate return? • Self employed quick tips • The E-Myth book • Changing the way your think about taxes in retirement

Today I try and take on everything Bitcoinfrom its mining and valuation processes to why it is so volatile. Other topics include: • The Bitcoin split and blockchain technology • Companies that can or were supposed to accept Bitcoin • Talking with older family members about health and finances • Qualifying for Medi-CAL • Social security while you’re still working.

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: Charitable giving and tax planning Levels of investing Getting yourself through retirement during a recession Retirement date funds