Mon, 13 June 2016
This podcast will cover the 10 key items you MUST review before retiring! We will be covering these items this Thursday in Burlingame, CA. Sign up at www.ChadBurton.com. On today’s show I also cover the four different phases of portfolio rebalancing, how taking social security early can screw up your Obama Care, the importance of tracking your non-deductible IRA contributions and a few untraditional reasons to convert your IRA to a Roth.
Sign up for this Thursdays 10 Pillars of Retirement Income Planning seminar at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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