Fri, 28 July 2023
In this episode of "New Focus on Wealth," host Chad Burton discusses a range of topics, including UFO hearings, a potential mini-stroke by Mitch McConnell, and the discovery of a new room temperature superconductor. He also highlights the busy week of earnings reports for the second quarter. Stay tuned for the release of FactSet's earnings insight report on Friday. Timestamps: [00:00:54] UFO hearings. [00:04:12] Investing and retirement strategies. [00:08:09] Abusing the 1031 exchange. [00:12:26] Concentrated stock positions. [00:16:19] Highly concentrated stock position. [00:19:32] Selling covered calls for income. [00:23:44] Charitable remainder trust. [00:25:27] Charitable remainder trust and taxes. [00:29:01] Hedging highly concentrated stock positions. [00:32:13] Mental health and homelessness. [00:36:37] Passive income options. 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 |