This episode covers various financial topics related to personal finance, wealth management, and investment strategies. Chad discusses the importance of planning for retirement, including strategies for turning retirement savings into a reliable income source. He delves into umbrella insurance. How much do you need? How much does it cost? Inflation hitting insurance premiums? He dicusses using a 1035 exchange to improve cash value life insurance. Chad explores the benefits of 1031 exchanges for real estate investments and provides insights on leveraging real estate for wealth building.

Tune in now to learn more!

Timestamps:

[00:02:31] Roth 401ks and Roth IRAs.

[00:06:20] Money market funds and retirement.

[00:10:09] Retirement Planning and Wealth Preservation.

[00:13:37] Rising Umbrella Insurance Claims

[00:18:42] Long term care insurance.

[00:19:49] Wealth Preservation and Retirement Planning.

[00:25:13] Long-term care insurance options.

[00:27:30] Life insurance 1035 exchange.

[00:33:18] Real estate investment considerations.

[00:36:09] Real estate wealth-building strategies.

[00:37:48] Turning rental property into second home.

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