 In this episode, Chad & Rob discuss the sudden shift on Wall Street towards rewarding small cap companies, particularly the Russell 2000 which is up 11.7% year to date. Patrick O'Hare from briefing.com explores the unprecedented move and its impact on the market and reflects on the fast-paced nature of this change and compare it to historical trends, providing valuable insights for listeners navigating the evolving landscape of finance and investing. The conversation delves into advanced estate planning strategies, tax-efficient retirement portfolio building, and the importance of diversification in investment portfolios. Chad emphasizes the need for individuals to start planning for retirement and wealth preservation about 10 years before retirement, focusing on budgeting, income projections, and tax considerations.

 Timestamps:

[00:02:24] Small caps market shift.

[00:04:51] Trump, Taiwan, and semiconductor risks.

[00:10:22] Market valuation and Buffett Indicator.

[00:13:52] Market changes and trends.

[00:18:49] Politics impact on retirement planning.

[00:22:27] Advanced estate planning strategies.

[00:24:37] Estate planning strategies.

[00:27:16] Estate planning strategies.

[00:33:33] Advanced estate planning ideas.

[00:34:42] Retirement planning strategies.

[00:39:29] Roth IRA conversion strategies.

[00:44:28] Concentration in single stocks.

[00:46:01] Planning for retirement and budgeting.

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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Patrick O'Hare from briefing.com explores the unprecedented move and its impact on the market and reflects on the fast-paced nature of this change and compare it to historical trends, providing valuable insights for listeners navigating the evolving landscape of finance and investing. The conversation delves into advanced estate planning strategies, tax-efficient retirement portfolio building, and the importance of diversification in investment portfolios. Chad emphasizes the need for individuals to start planning for retirement and wealth preservation about 10 years before retirement, focusing on budgeting, income projections, and tax considerations. <p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01j337tjrc0psxy0yjmecr5y6w","status":"succeeded","type":"summary","selected_variation":0,"variations":["this="" episode="" of="" new="" focus="" on="" wealth="" discusses="" the="" sudden="" shift="" on="" wall="" street="" towards="" rewarding="" small="" cap="" companies,="" particularly="" the="" russell="" 2000="" which="" is="" up="" 11.7%="" year="" to="" date.="" host="" chad="" burton="" and="" guest="" patrick="" o'hare="" from="" briefing.com="" explore="" this="" unprecedented="" move="" and="" its="" impact="" on="" the="" market.="" they="" reflect="" on="" the="" fast-paced="" nature="" of="" this="" change="" and="" compare="" it="" to="" historical="" trends,="" providing="" valuable="" insights="" for="" listeners="" navigating="" the="" evolving="" landscape="" of="" finance="" and="" investing."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"this="" episode="" of="" new="" focus="" on="" wealth="" discusses="" the="" sudden="" shift="" on="" wall="" street="" towards="" rewarding="" small="" cap="" companies,="" particularly="" the="" russell="" 2000="" which="" is="" up="" 11.7%="" year="" to="" date.="" host="" chad="" burton="" and="" guest="" patrick="" o'hare="" from="" briefing.com="" explore="" this="" unprecedented="" move="" and="" its="" impact="" on="" the="" market.="" they="" reflect="" on="" the="" fast-paced="" nature="" of="" this="" change="" and="" compare="" it="" to="" historical="" trends,="" providing="" valuable="" insights="" for="" listeners="" navigating="" the="" evolving="" landscape="" of="" finance="" and="" investing."}]}]}],"previous_block":null,"next_block":null,"error_code":null,"feedback":null},"template":{"type":"summary"}},"rootblock",null]"=""> Timestamps: [00:02:24] Small caps market shift. [00:04:51] Trump, Taiwan, and semiconductor risks. [00:10:22] Market valuation and Buffett Indicator. [00:13:52] Market changes and trends. [00:18:49] Politics impact on retirement planning. [00:22:27] Advanced estate planning strategies. [00:24:37] Estate planning strategies. [00:27:16] Estate planning strategies. [00:33:33] Advanced estate planning ideas. [00:34:42] Retirement planning strategies. [00:39:29] Roth IRA conversion strategies. [00:44:28] Concentration in single stocks. [00:46:01] Planning for retirement and budgeting. 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

In this episode, Chad & Rob discuss the sudden shift on Wall Street towards rewarding small cap companies, particularly the Russell 2000 which is up 11.7% year to date. Patrick O'Hare from briefing.com explores the unprecedented move and its...