Fri, 25 October 2024
In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500. He meticulously analyzes the recent fluctuations in interest rates, emphasizing their impact on bond values and the importance of strategic cash management in a volatile environment. Furthermore, Chad explores the evolving real estate market, shedding light on the resurgence of real estate investment trusts (REITs) and the potential for lucrative opportunities in commercial properties. He also addresses critical tax and estate planning updates, including the implications of upcoming changes in standard deductions and estate tax exemptions, urging listeners to reassess their financial strategies in light of these developments. With a wealth of insights and actionable advice, this episode serves as an invaluable resource for anyone looking to navigate the complexities of personal finance and investment in today's dynamic economy. Tune in now to learn more! Timestamps: [00:01:13] NASDAQ performance for the year. [00:06:38] Real estate and interest rates. [00:08:56] REITs as tax-efficient income. [00:12:15] Passive real estate investing options. [00:14:03] Tax implications of unrealized gains. [00:19:17] Tax cuts for middle-income Americans. [00:24:20] Global crisis and political divisiveness. [00:25:57] Charitable gifting and tax deductions. [00:28:15] Charitable giving tax strategies. [00:32:42] Digital assets in estate planning. [00:36:03] Discretionary trust distribution strategies. 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, 9 October 2024
In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies. He highlights the recent performance of various indices, including the NASDAQ and S&P 500, while addressing the implications of the Federal Reserve's interest rate adjustments and the ongoing economic stimulus in China. Chad also tackles listener questions, shedding light on the often-overlooked topic of assumable mortgages in today's high-rate environment, and discusses the merits of Roth IRAs versus traditional 401(k)s, emphasizing the importance of tax planning for future financial security. With a wealth of insights and practical advice, this episode serves as a valuable resource for anyone looking to navigate the complexities of personal finance and investment in a rapidly changing world. Tune in now to learn more! Timestamps: [00:01:48] Emerging markets performance update. [00:06:17] Volatility Index and market fear. [00:10:00] Assumable mortgages explained. [00:14:24] Assumable loans and inheritance. [00:15:40] Inheriting IRAs and tax implications. [00:19:14] Tax-free growth vs. tax breaks. [00:22:46] Tax strategies for retirement savings. [00:26:39] Estate planning in Nevada. [00:30:44] 1031 exchanges for real estate. [00:34:37] IRA to Roth conversions. [00:37:08] Charitable giving from IRA. 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
Direct download: New_Focus_Chad_Burton_Ep_1327.mp3
Category:financial planning -- posted at: 11:26am PDT |