Fri, 26 August 2022
In this Episode of New Focus on Wealth, Chad talks about everything from Crypto to long-term stock investing. Chad goes over how the 70/30 rule has held for decades and how you can leverage current market conditions to rebalance your portfolio. Listen now to hear what Chad has to say on some of the most critical topics to your portfolio. 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 |
Fri, 19 August 2022
After a brief look around the market, Chad talks about Asset Allocation and how you can use it to save money on taxes. Next, Chad answers questions from listeners, including one regarding umbrella coverage. Chad notes the rule of thumb is two times your net worth minus your retirement accounts. Chad also notes he’s never seen a client need umbrella coverage during his 29 years in the business. Next, Chad goes over options trading and his opinion on using it to build wealth. Don’t miss this episode! 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 |
Thu, 11 August 2022
On this episode of New Focus on Wealth, Chad provides a market update before moving into a question from a listener regarding dependents, taxes, and their Roth IRAs. Chad goes over the proper procedure for using tip money to fund a retirement account. Next, Chad goes over how to get started in investing for free and the importance of getting started early in life. Don’t miss this episode! 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 |
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New Focus on Wealth with Chad Burton
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