Thu, 28 September 2023
In this episode of New Focus on Wealth, host Chad Burton provides a market update and discusses the recent pullback in stocks and bonds. He shares the current numbers for the S&P 500 and highlights the comparison between the S&P 500 and the NASDAQ. Chad also mentions an upcoming event on retirement readiness and encourages listeners to sign up. Timestamps: [00:01:23] Market update and performance. [00:04:23] Stock market performance analysis. [00:09:21] Small cap stocks and recovery. [00:14:04] REITs and rising interest rates. [00:16:32] Real estate investment trusts. [00:21:06] Bond rates reinvestment risk. [00:25:00] Laddering Treasury bonds and corporate bonds. [00:30:57] Medicaid and Spousal Impoverishment. [00:32:41] Medicaid planning for nursing homes. [00:36:23] Planning for long-term care. 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, 14 September 2023
In this episode of "New Focus on Wealth," host Chad Burton provides a market update, discussing the resilient economy despite inverted yield curves and higher interest rates. He also touches on the topic of inflation, with the CPI coming in slightly higher than expected. The episode concludes with a discussion on the rise in energy prices, particularly oil prices reaching a new year-to-date high. Timestamp: [00:01:05] Inflation and interest rates. [00:06:56] REITs and their performance. [00:08:25] Real estate investment and office buildings. [00:12:26] ETFs and Index Funds [00:15:18] Weird math. [00:21:07] Where active management pays off. [00:24:06] Investing beyond index funds. [00:29:49] Asset location and tax efficiency. [00:32:08] Pay attention to your diet. [00:36:06] Probiotics for ADHD and depression. 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 |
Wed, 6 September 2023
In this episode, host Chad Burton provides a market update and discusses estate planning. He explains the importance of having a will, trust, power of attorney, and healthcare directive, and addresses the cost associated with these documents. Additionally, he shares that the S&P 500 has seen a rally with a total return of 18.36% for the year. Timestamps: [00:01:36] Market cap weighted index. [00:05:21] Weaker dollar and international positions. [00:08:22] Inverted yield curve. [00:11:22] Roth 401k and tax breaks. [00:17:06] Roth contributions and tax deductions. [00:19:07] What is an estate plan? [00:25:02] Power of attorney for digital assets. [00:26:09] Incapacity and healthcare directive. [00:30:55] Leaving money for kids. [00:34:06] Fully discretionary trust. [00:36:40] Financially screwing up kids. 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 |