Avoid Retirement Mistakes: The Seven Retirement Readiness Tests

New Focus on Wealth with Chad Burton

Indhold leveret af Chad Burton. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Chad Burton eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

11M ago 37:37

MP3•Episode hjem

In this episode, Chad Burton and Rob Black discuss the retirement readiness test and their upcoming event. They also address what to do when a retirement plan fails, emphasizing the importance of seeking unbiased and fiduciary-based advice. Listeners are encouraged to attend the event for more in-depth knowledge on personal finance and wealth management.

Timestamps:

[00:02:28] Saving more for retirement.

[00:04:21] After-tax contributions to Roth 401k.

[00:07:12] Roth 401k changes.

[00:13:06] Cutting expenses in retirement.

[00:15:11] Investing for children's accounts.

[00:20:31] Paying off non-mortgage debt.

[00:23:32] Downsizing and moving in the future.

[00:24:33] Retirement savings and downsizing.

[00:29:07] Maximizing rental property income.

[00:31:12] Expensive annuity contracts.

[00:35:16] Expenses that retirees forget.

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

106 episoder

#Trading #Business #Certified #Estate #Financial #Investing #Planning #Portfolio #Retirement #Wealth #Chad Burton #Fitness #Financialadvisor #Financialplanner