This episode covers a wide range of financial topics. Chad discusses the Trump convictions, bias in news reporting, the market reactions to current events, the impact of the Trump tax cuts, and the performance of various sectors and indices in the market. He delves into the concept of direct indexing for larger portfolios, the importance of protecting against title fraud in real estate, and the benefits of considering a 1031 exchange for property owners. Chad also touches on the issue of identity theft and the importance of monitoring credit reports. Overall, the episode provides valuable insights into financial planning, investment strategies, and risk management for listeners.

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The podcast episode focuses on various financial topics such as market updates, asset allocation, bond funds, and tax planning in retirement. The host, Chad Burton, discusses the importance of proper asset allocation, the differences between money market funds and bond funds, and strategies for tax withholding and payments in retirement. He emphasizes the need for a comprehensive financial plan that includes investments, taxes, insurance, retirement planning, and estate planning. The episode provides insights into managing finances effectively and making informed decisions to optimize financial outcomes.

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On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, discusses market and earnings updates for the first quarter of 2024. He shares insights from FactSet's Earnings Insight report, noting that 92% of S&P 500 companies reported results, with 78% showing positive earnings per share surprise and 59% positive revenue surprise. The blended year-over-year earnings growth for the S&P 500 is 5.4%. For more personal finance tips and resources, visit chadburton.com.

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This episode features Chad Burton discussing various financial topics such as the stock market, retirement planning, Social Security, real estate, and estate planning. Chad provides insights on the current state of the market, the challenges facing Social Security, the importance of tax-efficient investing, and the strategies for wealth preservation and retirement planning. He emphasizes the need for proper financial education, especially for younger individuals, and highlights the significance of estate planning to ensure the responsible management of inherited assets. The episode also promotes an upcoming event focused on wealth preservation and retirement planning, where attendees can gain valuable insights and advice from Chad Burton.

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The podcast episode features Chad & Rob discussing various financial topics related to wealth management, retirement planning, and estate protection. Throughout the episode, Chad covers a range of subjects, including the current economic landscape, market trends, interest rates, and inflation. He emphasizes the importance of tax planning, insurance reviews, and estate planning in the context of financial management. Chad also delves into the significance of alternative investments, such as private equity, private lending, and private real estate, for portfolio diversification and wealth preservation. The episode provides insights into the role of a wealth manager versus an investment advisor, highlighting the comprehensive approach of a certified financial planner in addressing various financial aspects beyond just managing investment portfolios.

Furthermore, the episode touches on the basics of estate planning, including considerations for individuals with children and the need for life insurance coverage. Chad discusses the transition from basic estate planning to advanced estate planning, focusing on the complexities of leaving substantial assets to heirs and the importance of financial education for beneficiaries. Advanced estate planning involves strategies to protect and distribute wealth effectively, considering factors like inheritance taxes, asset protection, and the long-term financial well-being of future generations. The episode underscores the value of seeking professional guidance from a certified financial planner to navigate the intricacies of estate planning and ensure a comprehensive approach to managing one's financial legacy.

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