Wed, 15 May 2019
Financial freedom can be gained through thoughtful asset accumulation, however, asset protection is just as important while building wealth as it is when living off your what you have accumulated.
Asset protection is an important piece of financial planning, but too often I see scammy seminars that try and sell you products that may or may not be right for you. Today I’m getting back the basics of asset protection which includes two main sections: building your wealth & protecting your wealth and ability to pull income. Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos tomorrow, May 16th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Chad_Burton_Podcast_5-15-1932k.mp3
Category:Asset Protection -- posted at: 2:58pm PST |
Tue, 14 May 2019
Interest rates are not going up as quickly as we all thought they would. How will low inflation rates affect your portfolio projections?
When I got into the business 25 years ago the 10 year treasury was near 6% and retirees typically held a 50/50 stock to bond allocation. Although most of America is enjoying low inflation on most items, low rates on bonds and CDs along with high healthcare costs are hurting retirees. Be careful with your projections! Traditional projections just don’t work well in today’s market. Do you need to adjust your retirement strategy to deal with low rates for the foreseeable future? Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos this Thursday, May 16th. Click HERE to sign up!
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Chad_Burton_Podcast_5-14-1932k.mp3
Category:Retirement Planning -- posted at: 6:00pm PST |