Sun, 26 December 2021
In this episode of New Focus on Wealth, Chad goes over the differences between Exchange Traded Funds and mutual funds, noting that ETFs allow for improved tax efficiency while mutual funds are causing massive tax bills. Next, Chad notes how purchasing different types of assets in different types of accounts can provide attractive tax benefits. You won’t want to miss this episode. Listen to this loaded episode now! 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 |
Mon, 20 December 2021
On this episode, Chad discusses the opinions of Bond Guru Jeffrey Gundlach and the current bond market outlook. Next, Chad lists the dangers of online retirement planning tools, noting that most online tools can’t handle the complications of retirement tax planning. What’s the current outlook for bonds? Are free online retirement tools safe to make decisions with? Listen to this loaded episode now! 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 |
Thu, 9 December 2021
On this episode of A New Focus On Wealth, Chad goes over market performance over the last two weeks. Next, Chad talks about the causes of inflation and interest rate expectations over the next couple of years. Chad then moves on to retirement topics including the new version of the 4% rule, social security, and new ways to plan. Listen to this loaded episode now! 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
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New Focus on Wealth with Chad Burton
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