 In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning is a dynamic process, not a one-time event, with factors like market trends impacting retirement plans and spending decisions.

 Timestamps:

[00:00:52] What is financial planning.

[00:04:51] Asset Allocation in Retirement.

[00:08:37] Financial advice on social media.

[00:15:29] The great wealth transfer.

[00:16:19] Estate planning and inheritance changes.

[00:19:36] Leaving inheritance wisely.

[00:25:54] Keeping Trusts Separate

[00:28:47] Wealth management company factors.

[00:31:00] Real estate investment insights.

[00:35:08] Certified financial planner's role.

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 importance of proactive and ongoing financial planning, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning is a dynamic process, not a one-time event, with factors like market trends impacting retirement plans and spending decisions. <p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01hqxnb5w2j19t8yah0x5d5mp7","status":"succeeded","type":"summary","selected_variation":0,"variations":["this="" episode="" of="" new="" focus="" on="" wealth="" with="" chad="" burton="" delves="" into="" the="" complexity="" of="" financial="" planning,="" covering="" topics="" such="" as="" insurance,="" investments,="" taxes,="" 401ks,="" stock="" options,="" and="" more.="" chad="" emphasizes="" the="" importance="" of="" proactive="" and="" ongoing="" financial="" planning,="" highlighting="" how="" life="" changes="" at="" different="" stages="" require="" continuous="" adjustments="" to="" financial="" strategies.="" the="" discussion="" underscores="" that="" financial="" planning="" is="" a="" dynamic="" process,="" not="" a="" one-time="" event,="" with="" factors="" like="" market="" trends="" impacting="" retirement="" plans="" and="" spending="" decisions."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"this="" episode="" of="" new="" focus="" on="" wealth="" with="" chad="" burton="" delves="" into="" the="" complexity="" of="" financial="" planning,="" covering="" topics="" such="" as="" insurance,="" investments,="" taxes,="" 401ks,="" stock="" options,="" and="" more.="" chad="" emphasizes="" the="" importance="" of="" proactive="" and="" ongoing="" financial="" planning,="" highlighting="" how="" life="" changes="" at="" different="" stages="" require="" continuous="" adjustments="" to="" financial="" strategies.="" the="" discussion="" underscores="" that="" financial="" planning="" is="" a="" dynamic="" process,="" not="" a="" one-time="" event,="" with="" factors="" like="" market="" trends="" impacting="" retirement="" plans="" and="" spending="" decisions."}]}]}],"previous_block":null,"next_block":null,"error_code":null,"feedback":null},"template":{"type":"summary"}},"rootblock",null]"=""> Timestamps: [00:00:52] What is financial planning. [00:04:51] Asset Allocation in Retirement. [00:08:37] Financial advice on social media. [00:15:29] The great wealth transfer. [00:16:19] Estate planning and inheritance changes. [00:19:36] Leaving inheritance wisely. [00:25:54] Keeping Trusts Separate [00:28:47] Wealth management company factors. [00:31:00] Real estate investment insights. [00:35:08] Certified financial planner's role. 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, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning,...