 On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for those with larger estates. Chad also recaps the second quarter, highlighting the tech rally and the performance of indexes like the NASDAQ 100 and the S&P 500. Tune in for insightful discussions on personal finance, wealth management, Wall Street, and the economy.

 Timestamps:

[00:01:02] Younger generations financial challenges.

[00:07:00] Financial state of younger generations.

[00:10:30] Generational Wealth Distribution.

[00:14:57] Generation Z economic challenges.

[00:17:24] Gen Z and pandemic experiences.

[00:19:41] Estate planning strategies.

[00:24:20] Estate tax planning strategies.

[00:29:44] Gifting strategies and tax planning.

[00:32:07] Estate planning techniques

[00:36:18] Dynasty Trusts.

[00:37:56] Qualified Personal Residence Trust

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_01j21r1s3acew4qyra10dqdy1k","status":"succeeded","type":"summary","selected_variation":0,"variations":["on="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" delves="" into="" important="" money="" matters="" and="" financial="" advice.="" he="" discusses="" whether="" it's="" wise="" to="" give="" money="" to="" younger="" generations="" while="" still="" alive,="" particularly="" for="" those="" with="" larger="" estates.="" chad="" also="" recaps="" the="" second="" quarter,="" highlighting="" the="" tech="" rally="" and="" the="" performance="" of="" indexes="" like="" the="" nasdaq="" 100="" and="" the="" s&p="" 500.="" tune="" in="" for="" insightful="" discussions="" on="" personal="" finance,="" wealth="" management,="" wall="" street,="" and="" the="" economy."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"on="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" delves="" into="" important="" money="" matters="" and="" financial="" advice.="" he="" discusses="" whether="" it's="" wise="" to="" give="" money="" to="" younger="" generations="" while="" still="" alive,="" particularly="" for="" those="" with="" larger="" estates.="" chad="" also="" recaps="" the="" second="" quarter,="" highlighting="" the="" tech="" rally="" and="" the="" performance="" of="" indexes="" like="" the="" nasdaq="" 100="" and="" the="" s&p="" 500.="" tune="" in="" for="" insightful="" discussions="" on="" personal="" finance,="" wealth="" management,="" wall="" street,="" and="" the="" economy."}]}]}],"previous_block":null,"next_block":null,"error_code":null,"feedback":null},"template":{"type":"summary"}},"rootblock",null]"=""> On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for those with larger estates. Chad also recaps the second quarter, highlighting the tech rally and the performance of indexes like the NASDAQ 100 and the S&P 500. Tune in for insightful discussions on personal finance, wealth management, Wall Street, and the economy. <p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01j21r1s3acew4qyra10dqdy1k","status":"succeeded","type":"summary","selected_variation":0,"variations":["on="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" delves="" into="" important="" money="" matters="" and="" financial="" advice.="" he="" discusses="" whether="" it's="" wise="" to="" give="" money="" to="" younger="" generations="" while="" still="" alive,="" particularly="" for="" those="" with="" larger="" estates.="" chad="" also="" recaps="" the="" second="" quarter,="" highlighting="" the="" tech="" rally="" and="" the="" performance="" of="" indexes="" like="" the="" nasdaq="" 100="" and="" the="" s&p="" 500.="" tune="" in="" for="" insightful="" discussions="" on="" personal="" finance,="" wealth="" management,="" wall="" street,="" and="" the="" economy."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"on="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" delves="" into="" important="" money="" matters="" and="" financial="" advice.="" he="" discusses="" whether="" it's="" wise="" to="" give="" money="" to="" younger="" generations="" while="" still="" alive,="" particularly="" for="" those="" with="" larger="" estates.="" chad="" also="" recaps="" the="" second="" quarter,="" highlighting="" the="" tech="" rally="" and="" the="" performance="" of="" indexes="" like="" the="" nasdaq="" 100="" and="" the="" s&p="" 500.="" tune="" in="" for="" insightful="" discussions="" on="" personal="" finance,="" wealth="" management,="" wall="" street,="" and="" the="" economy."}]}]}],"previous_block":null,"next_block":null,"error_code":null,"feedback":null},"template":{"type":"summary"}},"rootblock",null]"=""> Timestamps: [00:01:02] Younger generations financial challenges. [00:07:00] Financial state of younger generations. [00:10:30] Generational Wealth Distribution. [00:14:57] Generation Z economic challenges. [00:17:24] Gen Z and pandemic experiences. [00:19:41] Estate planning strategies. [00:24:20] Estate tax planning strategies. [00:29:44] Gifting strategies and tax planning. [00:32:07] Estate planning techniques [00:36:18] Dynasty Trusts. [00:37:56] Qualified Personal Residence Trust 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

On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for...