Navigating Taxes, Investments & Health for a Secure Future

In this podcast episode, the host, Chad Burton, discusses various topics related to personal finance, wealth management, and retirement readiness. Here are some key points covered in the episode:

• The stock market performance in 2023, with the NASDAQ up 46.5% and the S&P 500 up 19.85%.
• The impact of the Federal Reserve's interest rate cycle on market performance.
• The importance of balanced portfolios and volatility management in retirement planning.
• The use of AI technology, such as chat GPT-4, in changing the way people search for information online.
• The need for investors to be cautious about chasing high returns and to focus on long-term investment strategies.
• The expectation of future tax increases and the importance of utilizing Roth IRAs and Roth 401(k)s for tax-free growth.
• The potential challenges facing the Social Security system and the need for individuals to plan for retirement beyond relying solely on Social Security benefits.
• The impact of processed foods and microplastics on mental health and overall well-being.
• The benefits of focusing on health and exercise in retirement planning.

Additionally, the host mentions a webinar on "Seven Steps for Retirement Readiness" that he and Rob Black will be conducting on December 7th. He encourages listeners to sign up for the webinar and provides information on how to do so.

 

Timestamps:

[00:01:34] Tech stocks and market cycles.

[00:06:46] How well international developed has done.

[00:08:01] Historically high interest rates.

[00:11:38] Recession and earnings calls.

[00:17:14] Taxation of Social Security.

[00:19:05] Taxes and FICA Contribution.

[00:24:12] Mega Roth 401k.

[00:27:09] Tax-free growth in a Roth.

[00:32:46] Mental health and processed foods.

[00:34:24] Terrible effects of plastic water bottles.

 

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