 In this episode, Chad & Rob discuss various topics related to personal finance, wealth management, and tax-conscious retirement portfolios. Chad and the host talk about the recent national anthem controversy at the All-Star Game, the current state of Wall Street, including the Dow Jones Industrial Average and S&P 500 hitting record highs, and the importance of tax-efficient asset allocation in retirement planning. They also touch on the concept of direct indexing for tax efficiency, the changing rules around Required Minimum Distributions (RMDs), and the benefits of attending Chad's upcoming event on building a tax-conscious retirement portfolio.

 Timestamps:

 [00:01:19] National anthem controversy and marketing.

 [00:06:29] Managing taxes in retirement.

 [00:10:33] Earnings season and price inflation.

 [00:11:47] Concentration in top market cap.

 [00:17:05] Earning season and Netflix advertising.

 [00:19:32] Asset allocation strategies.

 [00:24:40] Municipal bonds comparison.

 [00:28:30] Amazon Prime Day shopping.

 [00:32:05] Direct indexing and tax benefits.

 [00:34:33] Wealth building through retirement strategies.

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

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.

<p>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.</p>

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.

<p>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.</p>

New Focus on Wealth

In this episode, Chad & Rob discuss various topics related to personal finance, wealth management, and tax-conscious retirement portfolios. Chad and the host talk about the recent national anthem controversy at the All-Star Game, the current state...