Achieving a Successful Retirement: Financial Clarity and Fulfillment

New Focus on Wealth with Chad Burton

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1y ago 34:28

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In this episode, Chad & Rob discuss various finance and investment topics, including retirement and wealth preservation. Chad highlights the importance of being prepared for retirement and the potential consequences of not doing so. Chad also explains the significance of the CFP (Certified Financial Planner) designation and how it plays a vital role in managing portfolios.

Timestamps:

[00:01:31] The CFP designation.

[00:05:23] Retirement planning complexities.

[00:08:02] Social Security and retirement.

[00:11:28] Taxes in retirement.

[00:17:36] Long-term care planning.

[00:19:03] Medicaid planning and spousal impoverishment.

[00:22:24] A sausage grinder inheritance.

[00:26:49] Phantom income in taxable accounts.

[00:32:07] A successful retirement look.

[00:33:19] Higher portfolio value investment options.

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

104 episoder

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