 This episode of New Focus on Wealth with Chad Burton addresses the importance of having safe money in your investment portfolio, especially as you approach retirement. Chad discusses the significance of having two to three years of safe money to avoid selling in a down market, emphasizing the need for a strategic approach to financial planning. With an increasing number of baby boomers retiring each year, the topic of safe money allocation becomes more relevant than ever. Chad provides insightful advice on navigating safe money strategies in the context of market fluctuations and retirement planning.

 Timestamps:

[00:00:41] Safe Money in Retirement.

[00:03:44] Living off dividends and interests.

[00:09:37] Safe money in retirement

[00:12:47] Large future expenses planning.

[00:15:17] Safe money and investments.

[00:20:01] Safe money in retirement.

[00:22:39] Safe money options in retirement.

[00:26:03] Safe investment options.

[00:29:48] Capital gains on primary residence.

[00:32:28] Capital gains tax strategies.

[00:35:29] Financial planning services and resources.

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 discusses the significance of having two to three years of safe money to avoid selling in a down market, emphasizing the need for a strategic approach to financial planning. With an increasing number of baby boomers retiring each year, the topic of safe money allocation becomes more relevant than ever. Chad provides insightful advice on navigating safe money strategies in the context of market fluctuations and retirement planning. <p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01j0xm4g2z0yav465f0jbnaget","status":"succeeded","type":"summary","selected_variation":0,"variations":["this="" episode="" of="" new="" focus="" on="" wealth="" with="" chad="" burton="" addresses="" the="" importance="" of="" having="" safe="" money="" in="" your="" investment="" portfolio,="" especially="" as="" you="" approach="" retirement.="" chad="" discusses="" the="" significance="" of="" having="" two="" to="" three="" years="" of="" safe="" money="" to="" avoid="" selling="" in="" a="" down="" market,="" emphasizing="" the="" need="" for="" a="" strategic="" approach="" to="" financial="" planning.="" with="" an="" increasing="" number="" of="" baby="" boomers="" retiring="" each="" year,="" the="" topic="" of="" safe="" money="" allocation="" becomes="" more="" relevant="" than="" ever.="" chad="" provides="" insightful="" advice="" on="" navigating="" safe="" money="" strategies="" in="" the="" context="" of="" market="" fluctuations="" and="" retirement="" planning."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"this="" episode="" of="" new="" focus="" on="" wealth="" with="" chad="" burton="" addresses="" the="" importance="" of="" having="" safe="" money="" in="" your="" investment="" portfolio,="" especially="" as="" you="" approach="" retirement.="" chad="" discusses="" the="" significance="" of="" having="" two="" to="" three="" years="" of="" safe="" money="" to="" avoid="" selling="" in="" a="" down="" market,="" emphasizing="" the="" need="" for="" a="" strategic="" approach="" to="" financial="" planning.="" with="" an="" increasing="" number="" of="" baby="" boomers="" retiring="" each="" year,="" the="" topic="" of="" safe="" money="" allocation="" becomes="" more="" relevant="" than="" ever.="" chad="" provides="" insightful="" advice="" on="" navigating="" safe="" money="" strategies="" in="" the="" context="" of="" market="" fluctuations="" and="" retirement="" planning."}]}]}],"previous_block":null,"next_block":null,"error_code":null,"feedback":null},"template":{"type":"summary"}},"rootblock",null]"=""> Timestamps: [00:00:41] Safe Money in Retirement. [00:03:44] Living off dividends and interests. [00:09:37] Safe money in retirement [00:12:47] Large future expenses planning. [00:15:17] Safe money and investments. [00:20:01] Safe money in retirement. [00:22:39] Safe money options in retirement. [00:26:03] Safe investment options. [00:29:48] Capital gains on primary residence. [00:32:28] Capital gains tax strategies. [00:35:29] Financial planning services and resources. 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="https://www.chadburton.com/">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

This episode of New Focus on Wealth with Chad Burton addresses the importance of having safe money in your investment portfolio, especially as you approach retirement. Chad discusses the significance of having two to three years of safe money to avoid...