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.
- Visit Website
- RSS
- Artist: Chad Burton
- Copyright: Chad Burton
Podcasts:
Rob Black discusses retirement planning mistakes, mortgage red flags and myths
I discuss the American Opportunity Tax Credit, avoiding taxes on social security and the death of traditional retirement planning
Today I discuss handling stock options for compensation, MediCal qualifications and ABLE accounts
Rob Black discusses job automation, credit card perks and handy financial apps
Today I respond to your questions about retirement projections, rules, taxes and more
Could we be seeing changes to the tax code? I also discuss 401k fee solutions and passive vs. active managed funds
Rob Black discusses retirement planning mistakes, mortgage red flags and myths
Make Sure You're Protected with Insurance
Today I discuss estate planning mistakes that create major problems after your death
Is a rate hike still on the table this year? I also discuss baby boomers taking required minimum distributions and millennial investment fears
Rob Black discusses several strategies that will help you reach a comfortable retirement
What drove the market to where it is today and are we seeing signs of inflation? I also catch up on listener emails
Today I discuss retirement wealth management issues including the new myRA account, phasing out plans, new retirement withdrawal rate guidelines, and rules for 1031's and renting out vacation homes.
Rob Black and I preview tonight’s 10 Pillars seminar
How has retirement planning changed in the last 23 years?
