Diversifying Company Stock, Strategies For 401k Rollovers & Impact Of Diet And Lifestyle On Inflammation

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.

8M ago 39:56

MP3•에피소드 홈

The episode starts with a discussion on the potential rate cut by the Fed and its impact on the market. Chad also highlights the importance of diversifying your portfolio, especially if you are overweight in company stock. He shares strategies for reducing exposure to single company stock and maximizing tax benefits, including the net unrealized appreciation (NUA) tax strategy.

Chad emphasizes the significance of understanding tax brackets and deductions in retirement planning. He explains how to leverage the standard deduction and capital gains tax brackets to minimize taxes and optimize your retirement income. Additionally, Chad provides valuable tips for improving your overall health, including cutting out sugar, processed foods, and alcohol, and incorporating intermittent fasting and infrared saunas.

Timestamps:

[00:01:13] Fed Day and rate cut.

[00:06:28] First home buying challenges.

[00:07:56] Commission-based stock trading.

[00:11:41] Overweight in company stock.

[00:17:22] Net unrealized appreciation tax benefits.

[00:19:19] Endless travel pass.

[00:24:15] Tax planning in retirement.

[00:27:08] Rolling over 401k to IRA.

[00:31:11] Mailing checks to your brokerage firm.

[00:34:07] Dealing with pain and inflammation.

[00:37:58] Diets and health effects.

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

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