This episode focuses on various financial topics, including market updates, identity theft protection, and planning for long-term care costs. Certified financial planner, Chad Burton, discusses the current market trends, such as the performance of different ETFs and the impact of interest rates on bond investments. He also delves into the importance of protecting oneself from identity theft by using credit freezes, monitoring services, and strong password practices. Additionally, Burton highlights the options available for long-term care insurance, including pure insurance policies and hybrid life insurance policies. He emphasizes the significance of tax planning in managing healthcare expenses and provides insights on how to navigate financial challenges related to aging and healthcare. Tune in now to learn more!

Timestamps:

[00:00:53] Market update real quick.

[00:05:20] Market Cap Weighted Price Ratios.

[00:09:45] Identity theft and cybersecurity.

[00:12:39] Credit freeze and fraud alerts.

[00:16:27] Identity theft protection

[00:20:26] Identity theft protection.

[00:24:10] Email scams and security awareness.

[00:29:48] Digital assets in estate planning.

[00:33:23] Long-term care insurance issues.

[00:36:00] Hybrid life insurance policies.

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

This episode focuses on various financial topics, including market updates, identity theft protection, and planning for long-term care costs. Certified financial planner, Chad Burton, discusses the current market trends, such as the performance of different ETFs and the impact of interest rates on bond investments. He also delves into the importance of protecting oneself from identity theft by using credit freezes, monitoring services, and strong password practices. Additionally, Burton highlights the options available for long-term care insurance, including pure insurance policies and hybrid life insurance policies. He emphasizes the significance of tax planning in managing healthcare expenses and provides insights on how to navigate financial challenges related to aging and healthcare. Tune in now to learn more! Timestamps: [00:00:53] Market update real quick. [00:05:20] Market Cap Weighted Price Ratios. [00:09:45] Identity theft and cybersecurity. [00:12:39] Credit freeze and fraud alerts. [00:16:27] Identity theft protection [00:20:26] Identity theft protection. [00:24:10] Email scams and security awareness. [00:29:48] Digital assets in estate planning. [00:33:23] Long-term care insurance issues. [00:36:00] Hybrid life insurance policies. 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 focuses on various financial topics, including market updates, identity theft protection, and planning for long-term care costs. Certified financial planner, Chad Burton, discusses the current market trends, such as the performance of...