Thu, 29 November 2012
In this episode Certified Financial Planner™, Chad Burton, discusses current business news, the fiscal cliff, oil, pension buy-out offers, annuities, dividend paying ETF’s and retirement asset allocation, useful financial websites, and a year-end checklist. 1-888-762-2423 |
Tue, 27 November 2012
In this episode Certified Financial Planner™, Chad Burton, discusses current market and economic issues, common retirement planning mistakes, resetting goals and expectations if you have started saving too late, 401k rollovers and lump sum distribution mistakes, investing too aggressively in retirement, social security and Medicare B Cost increases, and the high level of uncertainty retirees face these days. 1-888-762-2423 |
Tue, 20 November 2012
In this episode Certified Financial Planner™, Chad Burton, discusses current market and economic issues, existing home sales, pension buy-out offers, living trusts, tracking cash flow in retirement, tax efficient retirement income planning, and how to handle your old life insurance policies in retirement. 1-888-762-2423
Direct download: Chad_Burton_11-19-12_Medium.mp3
Category:financial planning -- posted at: 5:17pm PDT |
Tue, 13 November 2012
In this episode Certified Financial Planner™, Chad Burton, discusses current market and economic issues, tax law changes, foreign investments, long term care insurance, bad annuity rescue options, 1035 exchanges to Long Term Care products for retirement, the Affordable Care Act, and the drawbacks of buying a timeshare. 1-888-762-2423
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Tue, 6 November 2012
In this episode Certified Financial Planner™, Chad Burton, discusses Q3 earnings, the election, a disappointing retirement survey showing how Americans are not prepared, Exchange Traded Funds (ETFs) and the “fee war”, retirement date funds, and using IRA’s to pay for a home. 1-888-762-2423 |
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New Focus on Wealth with Chad Burton
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