All Star's National Anthem, Wall Street Updates & Amazon Prime Day

New Focus on Wealth with Chad Burton

Chad Burton에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chad Burton 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1M ago 36:08

MP3•에피소드 홈

In this episode, Chad & Rob discuss various topics related to personal finance, wealth management, and tax-conscious retirement portfolios. Chad and the host talk about the recent national anthem controversy at the All-Star Game, the current state of Wall Street, including the Dow Jones Industrial Average and S&P 500 hitting record highs, and the importance of tax-efficient asset allocation in retirement planning. They also touch on the concept of direct indexing for tax efficiency, the changing rules around Required Minimum Distributions (RMDs), and the benefits of attending Chad's upcoming event on building a tax-conscious retirement portfolio.

Timestamps:

[00:01:19] National anthem controversy and marketing.

[00:06:29] Managing taxes in retirement.

[00:10:33] Earnings season and price inflation.

[00:11:47] Concentration in top market cap.

[00:17:05] Earning season and Netflix advertising.

[00:19:32] Asset allocation strategies.

[00:24:40] Municipal bonds comparison.

[00:28:30] Amazon Prime Day shopping.

[00:32:05] Direct indexing and tax benefits.

[00:34:33] Wealth building through retirement strategies.

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 에피소드