 On this episode, Chad and Rob discuss the recent market downturn and its impact on retirement planning. Chad highlights the importance of saving for retirement, citing statistics on savings across different generations. Chad invites listeners to an upcoming event focused on retirement readiness and financial planning strategies. Tune in to gain insights on managing your finances for a stress-free retirement.

 Timestamps:

[00:03:51] Portfolio construction is key.

[00:04:59] Tax efficiency and retirement planning.

[00:09:29] Jeff Bezos financial moves

[00:13:29] Tax-efficient portfolio construction.

[00:17:47] The importance of retirement readiness.

[00:22:14] Private Credit and Direct Lending.

[00:25:32] Private real estate tax efficiency.

[00:26:14] Real Estate Investment Trusts.

[00:32:36] Real estate investment stories.

[00:36:04] Real estate investment trusts.

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

<p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01hpq1mkqp7r7xh9j3smhzjjh6","status":"succeeded","type":"summary","selected_variation":0,"variations":["on="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton="" discusses="" the="" recent="" market="" downturn="" and="" its="" impact="" on="" retirement="" planning.="" he="" highlights="" the="" importance="" of="" saving="" for="" retirement,="" citing="" statistics="" on="" savings="" across="" different="" generations.="" chad="" invites="" listeners="" to="" an="" upcoming="" event="" focused="" on="" retirement="" readiness="" and="" financial="" planning="" strategies.="" tune="" in="" to="" gain="" insights="" on="" managing="" your="" finances="" for="" a="" stress-free="" retirement."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"on="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton="" discusses="" the="" recent="" market="" downturn="" and="" its="" impact="" on="" retirement="" planning.="" he="" highlights="" the="" importance="" of="" saving="" for="" retirement,="" citing="" statistics="" on="" savings="" across="" different="" generations.="" chad="" invites="" listeners="" to="" an="" upcoming="" event="" focused="" on="" retirement="" readiness="" and="" financial="" planning="" strategies.="" tune="" in="" to="" gain="" insights="" on="" managing="" your="" finances="" for="" a="" stress-free="" retirement."}]}]}],"previous_block":null,"next_block":null,"error_code":null},"template":{"type":"summary"}},"rootblock",null]"=""> On this episode, Chad and Rob discuss the recent market downturn and its impact on retirement planning. Chad highlights the importance of saving for retirement, citing statistics on savings across different generations. Chad invites listeners to an upcoming event focused on retirement readiness and financial planning strategies. Tune in to gain insights on managing your finances for a stress-free retirement. <p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01hpq1mkqp7r7xh9j3smhzjjh6","status":"succeeded","type":"summary","selected_variation":0,"variations":["on="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton="" discusses="" the="" recent="" market="" downturn="" and="" its="" impact="" on="" retirement="" planning.="" he="" highlights="" the="" importance="" of="" saving="" for="" retirement,="" citing="" statistics="" on="" savings="" across="" different="" generations.="" chad="" invites="" listeners="" to="" an="" upcoming="" event="" focused="" on="" retirement="" readiness="" and="" financial="" planning="" strategies.="" tune="" in="" to="" gain="" insights="" on="" managing="" your="" finances="" for="" a="" stress-free="" retirement."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"on="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton="" discusses="" the="" recent="" market="" downturn="" and="" its="" impact="" on="" retirement="" planning.="" he="" highlights="" the="" importance="" of="" saving="" for="" retirement,="" citing="" statistics="" on="" savings="" across="" different="" generations.="" chad="" invites="" listeners="" to="" an="" upcoming="" event="" focused="" on="" retirement="" readiness="" and="" financial="" planning="" strategies.="" tune="" in="" to="" gain="" insights="" on="" managing="" your="" finances="" for="" a="" stress-free="" retirement."}]}]}],"previous_block":null,"next_block":null,"error_code":null},"template":{"type":"summary"}},"rootblock",null]"=""> Timestamps: [00:03:51] Portfolio construction is key. [00:04:59] Tax efficiency and retirement planning. [00:09:29] Jeff Bezos financial moves [00:13:29] Tax-efficient portfolio construction. [00:17:47] The importance of retirement readiness. [00:22:14] Private Credit and Direct Lending. [00:25:32] Private real estate tax efficiency. [00:26:14] Real Estate Investment Trusts. [00:32:36] Real estate investment stories. [00:36:04] Real estate investment trusts. 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

On this episode, Chad and Rob discuss the recent market downturn and its impact on retirement planning. Chad highlights the importance of saving for retirement, citing statistics on savings across different generations. Chad invites listeners to an...