Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
Date | Title & Description | Contributors |
---|---|---|
2024-04-25 | This podcast episode focuses on various financial topics, health tips, and investment strategies discussed by certified financial planner Chad Burton. In the episode, Chad provides insights on the current market trends, including the impact of tech ear... |
|
2024-04-18 | This podcast episode focuses on various financial topics, including market updates, investment strategies, and insurance considerations. The host, Chad Burton, discusses the recent market trends, highlighting the performance of different indexes and in... |
|
2024-04-11 |
Balancing Wealth & Health: Financial Planning & Wellness Tips This episode focuses on a variety of financial topics, including current news on consumer prices, market performance, interest rates, and alternative investments. Chad provides insights on the latest data on consumer prices, market trends, and the pote... |
|
2024-04-04 |
Smart Tax Moves: 1031 Exchanges, DSTs & Charitable Remainder Trusts This podcast episode discusses various financial topics, including market numbers, stock and bond market performance, interest rate-sensitive assets, tax considerations, and real estate investment strategies. Chad provides insights on market trends, th... |
|
2024-03-21 |
Managing Insurance Costs & Exploring the World of Timeshares The podcast episode discusses various financial topics, including the current market trends, the impact of interest rates on different sectors, and the challenges faced by the insurance industry. The host, Chad Burton, shares insights on the performanc... |
|
2024-03-18 |
Retirement Planning, Tax Strategies & The New Law Regarding 529 Plans This podcast episode features certified financial planner Chad Burton and Rob Black discussing various financial topics related to retirement planning, tax strategies, and investment decisions. Chad highlighted the importance of careful financial plann... |
|
2024-03-08 | In this podcast, Chad and Rob discuss various aspects of personal finance, wealth management, and estate planning. Throughout the episode, Chad and Rob delved into topics such as stress testing financial plans, the importance of estate planning, and th... |
|
2024-03-01 | In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning, highlight... |
|
2024-02-15 |
Recent Market Fluctuations & Savings Trends Across Different Generations On this episode, Chad and Rob discuss the recent market downturn and its impact on retirement planning. Chad highlights the importance of saving for retirement, citing statistics on savings across different generations. Chad invites listeners to an up... |
|
2024-02-15 |
Retirement Readiness, Active Vs Passive Investing & Sequence Of Returns Risk Chad starts by discussing the upcoming event, "7 Steps for Retirement Readiness," which covers crucial aspects such as taxes, income, long-term care, safe money, investing, life goals, and health and wellness. He emphasizes the importance of this event... |
|