• New Focus on Wealth with Chad Burton

  • 著者: Chad Burton
  • ポッドキャスト

New Focus on Wealth with Chad Burton

著者: Chad Burton
  • サマリー

  • Navigating the complexities of financial planning and wealth management is tough. Chad Burton, CPF ® makes it easy for you by breaking down the latest news and the important topics every wealthy person needs to know in 2020 and beyond. These are dynamic times and that makes it the perfect time for a new focus on wealth!
    Chad Burton
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あらすじ・解説

Navigating the complexities of financial planning and wealth management is tough. Chad Burton, CPF ® makes it easy for you by breaking down the latest news and the important topics every wealthy person needs to know in 2020 and beyond. These are dynamic times and that makes it the perfect time for a new focus on wealth!
Chad Burton
エピソード
  • Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics.
    2025/01/23

    Chad joins Rob Black to dive into the latest updates on 401(k) contribution limits for 2025, including new IRS catch-up provisions for older workers, mega Roth strategies, and backdoor Roth IRAs. Explore retirement planning essentials like Morningstar's revised 3.7% withdrawal rate, strategies for optimizing Social Security timing, and the pros and cons of bond ladders versus ETFs. Chad also discusses common retirement mistakes—from underestimating inflation to overlooking health priorities—and offers actionable insights for a secure and fulfilling retirement.

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    37 分
  • 2024 market recap, direct indexing and retirement asset allocation.
    2025/01/15

    In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forward P/E ratio for the S&P 500, and the unprecedented concentration of 10 companies comprising 39% of the S&P 500 index. Chad explores retirement portfolio strategies, emphasizing long-term planning, diversification between asset classes, and careful repositioning for those nearing retirement. He provides advice on managing windfalls, highlighting the benefits of dollar-cost averaging, individual tax-free bonds, and direct indexing, while also examining the role and risks of alternative investments such as private REITs, private credit, and private equity. The episode concludes with an analysis of California rental properties amid rising insurance challenges, detailing stringent requirements for coverage, the limitations of the FAIR plan, and the potential advantages of 1031 exchanges for property owners reassessing their investments.

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    37 分
  • EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio
    2024/12/26

    Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management.

    Presented by Chad Burton, CFP®, this seminar walks you through the current real estate environment, trends in 1031 exchanges, and how DSTs can likely enhance your investment strategy.

    In this recording, we discuss topics such as:

    • Understanding 1031 exchanges and how they work

    • Exploring the factors of DSTs for passive investment income

    • Considerations for real estate owners looking to diversify

    • Strategies for deferring capital gains taxes while maintaining income flow

    This seminar is ideal for real estate investors, property owners, and individuals interested in simplifying their real estate portfolios while seeking tax-efficient investment strategies.

    The information being presented in this video is aimed at individuals who have at least $500,000 in investable assets.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

    *Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

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    1 時間 12 分
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