Financial Planning Is A Dynamic Process

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.

6M ago 36:05

MP3•에피소드 홈

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 에피소드