New Focus on Wealth with Chad Burton Chad Burton

This episode of New Focus on Wealth with Chad Burton addresses the importance of having safe money in your investment portfolio, especially as you approach retirement. Chad discusses the significance of having two to three years of safe money to avoid selling in a down market, emphasizing the need for a strategic approach to financial planning. With an increasing number of baby boomers retiring each year, the topic of safe money allocation becomes more relevant than ever. Chad provides insightful advice on navigating safe money strategies in the context of market fluctuations and retirement planning.
Timestamps:
[00:00:41] Safe Money in Retirement.
[00:03:44] Living off dividends and interests.
[00:09:37] Safe money in retirement
[00:12:47] Large future expenses planning.
[00:15:17] Safe money and investments.
[00:20:01] Safe money in retirement.
[00:22:39] Safe money options in retirement.
[00:26:03] Safe investment options.
[00:29:48] Capital gains on primary residence.
[00:32:28] Capital gains tax strategies.
[00:35:29] Financial planning services and resources.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

This episode focuses on financial planning strategies, particularly in relation to investing, dividends, and retirement planning. Chad discusses the importance of reinvesting dividends to build wealth, provides insights on market updates, and offers guidance on asset allocation for retirement planning. He addresses listener questions about safe money strategies, asset diversification, and the impact of interest rates and inflation on investment decisions. Overall, the episode emphasizes the significance of proactive financial planning, including managing dividends, asset allocation, and retirement income strategies to achieve long-term financial goals.
Timestamps:
[00:02:02] International Markets Outperforming Russell 2000.
[00:07:05] Tax planning strategies.
[00:09:22] T-bills and Treasury Investments.
[00:12:27] Reinvesting dividends in stocks.
[00:18:32] Importance of dividend reinvesting
[00:21:05] The power of dividend reinvestment.
[00:27:06] Dividend tap in retirement.
[00:30:24] Planning Retirement Finances.
[00:32:10] Balancing safety and growth.
[00:35:24] Retirement planning strategies.
[00:38:15] Maximizing retirement planning options.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

This episode covers a wide range of financial topics. Chad discusses the Trump convictions, bias in news reporting, the market reactions to current events, the impact of the Trump tax cuts, and the performance of various sectors and indices in the market. He delves into the concept of direct indexing for larger portfolios, the importance of protecting against title fraud in real estate, and the benefits of considering a 1031 exchange for property owners. Chad also touches on the issue of identity theft and the importance of monitoring credit reports. Overall, the episode provides valuable insights into financial planning, investment strategies, and risk management for listeners.
Timestamps:
[00:01:14] News Bias and Trump Conviction.
[00:05:32] Fiscal responsibility in government spending.
[00:10:44] Sector returns for the year.
[00:12:32] Interest rates and inflation trends.
[00:17:02] Alternative Investments.
[00:20:35] Rise of Private Credit Market.
[00:23:49] Direct Indexing.
[00:27:10] Importance of dividend reinvestment.
[00:32:19] Title or deed fraud.
[00:34:40] Property Title Protection
[00:37:54] Identity theft protection options.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The podcast episode focuses on various financial topics such as market updates, asset allocation, bond funds, and tax planning in retirement. The host, Chad Burton, discusses the importance of proper asset allocation, the differences between money market funds and bond funds, and strategies for tax withholding and payments in retirement. He emphasizes the need for a comprehensive financial plan that includes investments, taxes, insurance, retirement planning, and estate planning. The episode provides insights into managing finances effectively and making informed decisions to optimize financial outcomes.
Timestamps:
[00:01:36] NVIDIA's impressive stock performance.
[00:06:36] Small cap stocks and interest rates.
[00:09:41] High expectations in the market.
[00:14:20] Value vs. growth investing.
[00:16:39] Retirement portfolio volatility and strategy.
[00:19:52] Why own bonds or bond funds?
[00:23:29] Bond funds.
[00:27:21] Bond market insights.
[00:30:09] Bonds and tax strategies.
[00:34:24] Timing tax payments for advantage.
[00:37:33] Financial planning strategies.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, discusses market and earnings updates for the first quarter of 2024. He shares insights from FactSet's Earnings Insight report, noting that 92% of S&P 500 companies reported results, with 78% showing positive earnings per share surprise and 59% positive revenue surprise. The blended year-over-year earnings growth for the S&P 500 is 5.4%. For more personal finance tips and resources, visit chadburton.com.
Timestamps:
[00:01:23] Earnings growth and valuations in 2024.
[00:06:09] Sneaker return for the year.
[00:09:13] Artificial intelligence and tech revolution.
[00:14:18] AI in Energy Sector.
[00:16:20] AI in financial planning.
[00:21:19] Pfizer spinoffs and mergers.
[00:25:34] Reinvesting dividends for wealth building.
[00:28:48] Planning Retirement Cash Flow.
[00:33:44] Building a laddered bond portfolio.
[00:36:39] Building a bond ladder.
[00:37:53] Building a diverse bond ladder.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

This episode features Chad Burton discussing various financial topics such as the stock market, retirement planning, Social Security, real estate, and estate planning. Chad provides insights on the current state of the market, the challenges facing Social Security, the importance of tax-efficient investing, and the strategies for wealth preservation and retirement planning. He emphasizes the need for proper financial education, especially for younger individuals, and highlights the significance of estate planning to ensure the responsible management of inherited assets. The episode also promotes an upcoming event focused on wealth preservation and retirement planning, where attendees can gain valuable insights and advice from Chad Burton.
Timestamps:
[00:02:39] Social Security Trust Fund
[00:05:00] Employer-funded child benefits.
[00:09:00] Endless travel pass for $2,500.
[00:12:54] Non-traded REITs and their risks.
[00:17:00] ALICE financial struggles.
[00:19:33] Financial literacy in education.
[00:22:43] Property tax advantages in retirement.
[00:27:54] Renting vs. Buying Homes.
[00:31:14] Haunting children with estate planning.
[00:34:42] Teaching financial responsibility to heirs.
Email your money question to chad@chadburton.com
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com