Player FM 앱으로 오프라인으로 전환하세요!
Demystifying Social Security & Investment Strategies
Manage episode 417326647 series 1232469
This episode features Chad Burton discussing various financial topics such as the stock market, retirement planning, Social Security, real estate, and estate planning. Chad provides insights on the current state of the market, the challenges facing Social Security, the importance of tax-efficient investing, and the strategies for wealth preservation and retirement planning. He emphasizes the need for proper financial education, especially for younger individuals, and highlights the significance of estate planning to ensure the responsible management of inherited assets. The episode also promotes an upcoming event focused on wealth preservation and retirement planning, where attendees can gain valuable insights and advice from Chad Burton.
Timestamps:
[00:02:39] Social Security Trust Fund
[00:05:00] Employer-funded child benefits.
[00:09:00] Endless travel pass for $2,500.
[00:12:54] Non-traded REITs and their risks.
[00:17:00] ALICE financial struggles.
[00:19:33] Financial literacy in education.
[00:22:43] Property tax advantages in retirement.
[00:27:54] Renting vs. Buying Homes.
[00:31:14] Haunting children with estate planning.
[00:34:42] Teaching financial responsibility to heirs.
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 에피소드
Manage episode 417326647 series 1232469
This episode features Chad Burton discussing various financial topics such as the stock market, retirement planning, Social Security, real estate, and estate planning. Chad provides insights on the current state of the market, the challenges facing Social Security, the importance of tax-efficient investing, and the strategies for wealth preservation and retirement planning. He emphasizes the need for proper financial education, especially for younger individuals, and highlights the significance of estate planning to ensure the responsible management of inherited assets. The episode also promotes an upcoming event focused on wealth preservation and retirement planning, where attendees can gain valuable insights and advice from Chad Burton.
Timestamps:
[00:02:39] Social Security Trust Fund
[00:05:00] Employer-funded child benefits.
[00:09:00] Endless travel pass for $2,500.
[00:12:54] Non-traded REITs and their risks.
[00:17:00] ALICE financial struggles.
[00:19:33] Financial literacy in education.
[00:22:43] Property tax advantages in retirement.
[00:27:54] Renting vs. Buying Homes.
[00:31:14] Haunting children with estate planning.
[00:34:42] Teaching financial responsibility to heirs.
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 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.