Wed, 22 July 2020
Having a checklist is handy when you visit your financial planner, but do you know what topics you need to discuss before you retire?
There are a myriad of things to think about, discuss and plan for before you retire. Checklists help you get organized and provide a great starting point before you go see your Certified Finical Planner ™. Today I discuss what is on my retirement plan checklist. Email me for a copy Chad@ChadBurton.com
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_7-22-20.mp3
Category:Retirement Planning -- posted at: 5:38pm PDT |
Tue, 14 July 2020
The way we look at fixed income for retirement is always changing. The customary 4% withdrawal rule we all know has changed to be more of a 3.5% rule. Today I discuss the basic “rule of thumb” for financial planning and explain the smiley face spending curve in retirement. Other topics:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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. |
Wed, 8 July 2020
Don’t lose your equity trying to flip your way up to the better house. Allow me to clarify the flip, flip, flip, crash scenario.
Don’t lose your equity trying to constantly flip your way up to the better house. Allow me to clarify the flip, flip, flip, crash scenario. Diversify the home equity you create! Other topics include:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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. |
Tue, 7 July 2020
Are we on the road to recovery? It’s been a rollercoaster of a year with some scary numbers, but consumer confidence is keeping us afloat.
Risk on, risk off. The shortened week of trading was an interesting one to watch as the volatility we have seen this year is akin to Great Depression era. There is more confidence than warranted in this V-shaped recovery as we inch towards a coronavirus vaccine. Even though covid continues to be a strain on the economy, the S&P 500 posted a 3% gain last week and is trading at 22x earnings! Realize your risk tolerance and don’t make emotional mistakes. Other topics include:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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. |
Tue, 7 July 2020
What you do when the market is negative is the most important thing. Don’t stray from your financial plan early on and ruin your retirement.
Retiring in the midst of a pandemic is a tricky situation indeed, and how well you manage your expenses these next 10 years will either make or break your retirement. Today I explain what goes into financial plans and how linear cashflow modeling and Monte Carlo simulations can determine if your portfolio will outlast you. Other topics include:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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. |
Tue, 30 June 2020
2020 has been a rollercoaster of a year, and it only starts with the pandemic. The S&P 500 was down 20% in Q1 and then Q2 up almost 20% in Q2.
It’s the last day of the second quarter and the S&P 500 is down only about 3% for the year despite the pandemic. This year has been nothing short of a roller coaster and it is reflected in the quarter-to-date returns. In terms of year-to-date returns, real estate is looking like one of the worst asset class to be in. Other topics include:
Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. 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. |