On this episode of New Focus On Wealth, Chad goes over tax withholding and the importance of staying up to date on your tax projections as your portfolio changes throughout the year. 

Next, Chad discusses the unlikelihood that the government will be able to close back door loopholes for tax savings on retirement accounts anytime soon. 

Chad then moves on to recap market performance for 2021, noting the importance of not scaring yourself out of the market and rather using dips as buying opportunities. Listen now!

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

On this episode of New Focus On Wealth, Chad goes over tax withholding and the importance of staying up to date on your tax projections as your portfolio changes throughout the year.  Next, Chad discusses the unlikelihood that the government will be able to close back door loopholes for tax savings on retirement accounts anytime soon.  Chad then moves on to recap market performance for 2021, noting the importance of not scaring yourself out of the market and rather using dips as buying opportunities. Listen now! 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

New Focus on Wealth with Chad Burton, CFP®