In this episode, Chad & Rob discuss various finance and investment topics, including retirement and wealth preservation. Chad highlights the importance of being prepared for retirement and the potential consequences of not doing so. Chad also explains the significance of the CFP (Certified Financial Planner) designation and how it plays a vital role in managing portfolios. 

Timestamps:

[00:01:31] The CFP designation.

[00:05:23] Retirement planning complexities.

[00:08:02] Social Security and retirement.

[00:11:28] Taxes in retirement.

[00:17:36] Long-term care planning.

[00:19:03] Medicaid planning and spousal impoverishment.

[00:22:24] A sausage grinder inheritance.

[00:26:49] Phantom income in taxable accounts.

[00:32:07] A successful retirement look.

[00:33:19] Higher portfolio value investment options.

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

In this episode, Chad & Rob discuss various finance and investment topics, including retirement and wealth preservation. Chad highlights the importance of being prepared for retirement and the potential consequences of not doing so. Chad also explains the significance of the CFP (Certified Financial Planner) designation and how it plays a vital role in managing portfolios.  Timestamps: [00:01:31] The CFP designation. [00:05:23] Retirement planning complexities. [00:08:02] Social Security and retirement. [00:11:28] Taxes in retirement. [00:17:36] Long-term care planning. [00:19:03] Medicaid planning and spousal impoverishment. [00:22:24] A sausage grinder inheritance. [00:26:49] Phantom income in taxable accounts. [00:32:07] A successful retirement look. [00:33:19] Higher portfolio value investment options. Email your money question to <a href="mailto:chad@chadburton.com" target="_blank" rel="noopener">chad@chadburton.com</a> Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit <a href="http://www.chadburton.com/" target="_blank" rel="noopener" data-saferedirecturl="https://www.google.com/url?q=http://www.ChadBurton.com&source=gmail&ust=1616098767834000&usg=AFQjCNFfULnZ0w5Fo43h-WqtNmVqM4Mw-Q">www.ChadBurton.com</a>

Rob Black and Certified Financial Planner, Chad Burton, discuss 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.

Rob Black and Certified Financial Planner, Chad Burton, discuss 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.

New Focus on Wealth with Chad Burton

Filtering through the “noise” on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors.

Filtering through the “noise” on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors.

New Focus on Wealth

New Focus on Wealth with Chad Burton, CFP®