Retirement travel can be joyful and stressful in ordinary times. But then again, we’re not living in ordinary times. In this episode, host Chad Burton speaks with Dain Rasmussen, SVP at Inspirato about where to travel during COVID-19 and how to do it the right way, the luxurious way, and the smart way. Get to know all about Inspirato and also learn more about a Mega Backdoor Roth IRA and more.

Article from show: 

https://newfocusfinancial.com/supercharge-your-tax-free-account-balances-with-mega-backdoor-roth-conversions/

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.

Topics discussed: 

• Life Insurance as an investment
• Questions to ask when looking for a financial advisor.
• Disability Insurance
• S&P 500 vs. Global Diversity Balanced Portfolio. What happened over the last 20 years. Email Chad@chadburton.com if you’d like this document from BlackRock.

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.

Is Trump’s executive order legitimate or not? Small businesses, real estate, unemployed peoples and more are hurting right now, and Congress just can’t seem to get anything done. Today I explain why this order is set to be a disaster in more ways than one. Other topics:

• Wiping out taxes on RMD’s
• Retirees no longer itemizing deductions
• Customized individual 401k options
• Things I am doing to improve my sleep quality

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.

Why is the market doing so well when everything feels so awful? 84% of S&P 500 companies have reported earnings so far and the good news is 60% have reported a positive revenue surprise after analysts downgraded their expectations. The bad? Compared to Q2 2019 we’ve declined by 35.7%, the largest year over earnings decline since 2008. Other topics:

• Small business closures & relief
• Is price-to-book ratio flawed and outdated?
• Maximizing home workouts

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.

Covid struggles appear to be ramping up again with more people either struggling to find work or keep their business afloat, while others must juggle homeschooling with working from home. Covid is causing us to take another look at our investments and determine what we want to hang on through this if productivity stays low and unemployment continues to stay high. Other topics include:

• A better covid relief proposal
• How covid is hitting social security
• Paying off your primary mortgage vs. rental property first
• POD and TOD pros and cons
• Should you stick with your value funds?
• Boosting your immune system with oil pulling

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.