In this episode of "New Focus on Wealth," host Chad Burton discusses the current state of the housing market and the impact of low mortgage rates. He highlights the benefits of holding onto properties with low-rate mortgages, as they can generate cash flow and make real estate investing easier. Chad also shares insights on the rental market in the Bay Area, emphasizing the importance of evaluating the potential income from rental properties against the costs involved. Tune in to gain a better understanding of the financial considerations surrounding real estate and mortgages.

Timestamps:

[00:02:41] Banks' Q2 earnings and provisions.

[00:06:49] Nasdaq special rebalance.

[00:08:11] Capital gains distributions in investments.

[00:13:44] Transferring assets to new custodian.

[00:19:27] Estate planning basics.

[00:20:02] Estate planning basics.

[00:25:45] Importance of power of attorney.

[00:27:06] Taking care of kids in trusts.

[00:31:11] Special Needs Trusts and Estate Planning.

[00:35:37] Inheritance and estate planning.

[00:38:10] Financial planning beyond portfolios.

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 of "New Focus on Wealth," host Chad Burton discusses the current state of the housing market and the impact of low mortgage rates. He highlights the benefits of holding onto properties with low-rate mortgages, as they can generate cash flow and make real estate investing easier. Chad also shares insights on the rental market in the Bay Area, emphasizing the importance of evaluating the potential income from rental properties against the costs involved. Tune in to gain a better understanding of the financial considerations surrounding real estate and mortgages. Timestamps: [00:02:41] Banks' Q2 earnings and provisions. [00:06:49] Nasdaq special rebalance. [00:08:11] Capital gains distributions in investments. [00:13:44] Transferring assets to new custodian. [00:19:27] Estate planning basics. [00:20:02] Estate planning basics. [00:25:45] Importance of power of attorney. [00:27:06] Taking care of kids in trusts. [00:31:11] Special Needs Trusts and Estate Planning. [00:35:37] Inheritance and estate planning. [00:38:10] Financial planning beyond portfolios. 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®