Financial Planning Is A Dynamic Process

New Focus on Wealth with Chad Burton

Контент предоставлен Chad Burton. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Chad Burton или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

9M ago 36:05

MP3•Главная эпизода

In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning is a dynamic process, not a one-time event, with factors like market trends impacting retirement plans and spending decisions.

Timestamps:

[00:00:52] What is financial planning.

[00:04:51] Asset Allocation in Retirement.

[00:08:37] Financial advice on social media.

[00:15:29] The great wealth transfer.

[00:16:19] Estate planning and inheritance changes.

[00:19:36] Leaving inheritance wisely.

[00:25:54] Keeping Trusts Separate

[00:28:47] Wealth management company factors.

[00:31:00] Real estate investment insights.

[00:35:08] Certified financial planner's role.

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

105 эпизодов

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