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.
[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.
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Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com