 In this episode, host Chad & Rob discusses the importance of building a retirement portfolio and proper asset allocation. Chad emphasizes the stages of wealth accumulation and management and introduces the seven steps for retirement readiness. He also announces an upcoming event in Menlo Park, California, where attendees with $500,000 or more in stock market assets can learn about various financial topics. Tune in to gain valuable insights on retirement planning and investment strategies.

 Timestamps:

[00:01:02] Retirement portfolio and asset allocation.

[00:03:53] Asset allocation in retirement.

[00:09:03] A good year in 2023.

[00:13:08] Asset allocation and diversification.

[00:17:08] Commercial real estate trends.

[00:19:08] Real estate occupancy rates.

[00:23:31] A 60-40 portfolio's recovery.

[00:28:29] The order of stock market returns

[00:30:37] Reverse dollar cost averaging.

[00:33:58] Planning for retirement expenses.

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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Chad emphasizes the stages of wealth accumulation and management and introduces the seven steps for retirement readiness. He also announces an upcoming event in Menlo Park, California, where attendees with $500,000 or more in stock market assets can learn about various financial topics. Tune in to gain valuable insights on retirement planning and investment strategies. <p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01hnx3bb5jxsagcs89r4bgyd3m","status":"succeeded","type":"summary","selected_variation":0,"variations":["in="" this="" episode="" of="" \"new="" focus="" on="" wealth,\"="" host="" chad="" burton="" discusses="" the="" importance="" of="" building="" a="" retirement="" portfolio="" and="" proper="" asset="" allocation.="" he="" emphasizes="" the="" stages="" of="" wealth="" accumulation="" and="" management="" and="" introduces="" the="" seven="" steps="" for="" retirement="" readiness.="" he="" also="" announces="" an="" upcoming="" event="" in="" menlo="" park,="" california,="" where="" attendees="" with="" $500,000="" or="" more="" in="" stock="" market="" assets="" can="" learn="" about="" various="" financial="" topics.="" chad="" is="" joined="" by="" cfp="" chad="" burton,="" a="" regional="" director="" at="" ep="" wealth,="" who="" shares="" high-end="" financial="" concepts.="" tune="" in="" to="" gain="" valuable="" insights="" on="" retirement="" planning="" and="" investment="" strategies."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"in="" this="" episode="" of="" \"new="" focus="" on="" wealth,\"="" host="" chad="" burton="" discusses="" the="" importance="" of="" building="" a="" retirement="" portfolio="" and="" proper="" asset="" allocation.="" he="" emphasizes="" the="" stages="" of="" wealth="" accumulation="" and="" management="" and="" introduces="" the="" seven="" steps="" for="" retirement="" readiness.="" he="" also="" announces="" an="" upcoming="" event="" in="" menlo="" park,="" california,="" where="" attendees="" with="" $500,000="" or="" more="" in="" stock="" market="" assets="" can="" learn="" about="" various="" financial="" topics.="" chad="" is="" joined="" by="" cfp="" chad="" burton,="" a="" regional="" director="" at="" ep="" wealth,="" who="" shares="" high-end="" financial="" concepts.="" tune="" in="" to="" gain="" valuable="" insights="" on="" retirement="" planning="" and="" investment="" strategies."}]}]}],"previous_block":null,"next_block":null,"error_code":null},"template":{"type":"summary"}},"rootblock",null]"=""> Timestamps: [00:01:02] Retirement portfolio and asset allocation. [00:03:53] Asset allocation in retirement. [00:09:03] A good year in 2023. [00:13:08] Asset allocation and diversification. [00:17:08] Commercial real estate trends. [00:19:08] Real estate occupancy rates. [00:23:31] A 60-40 portfolio's recovery. [00:28:29] The order of stock market returns [00:30:37] Reverse dollar cost averaging. [00:33:58] Planning for retirement expenses. 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

In this episode, host Chad & Rob discusses the importance of building a retirement portfolio and proper asset allocation. Chad emphasizes the stages of wealth accumulation and management and introduces the seven steps for retirement readiness. He...