Understanding Asset Allocation

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.

5M ago 38:17

MP3•에피소드 홈

The podcast episode focuses on various financial topics such as market updates, asset allocation, bond funds, and tax planning in retirement. The host, Chad Burton, discusses the importance of proper asset allocation, the differences between money market funds and bond funds, and strategies for tax withholding and payments in retirement. He emphasizes the need for a comprehensive financial plan that includes investments, taxes, insurance, retirement planning, and estate planning. The episode provides insights into managing finances effectively and making informed decisions to optimize financial outcomes.

Timestamps:

[00:01:36] NVIDIA's impressive stock performance.

[00:06:36] Small cap stocks and interest rates.

[00:09:41] High expectations in the market.

[00:14:20] Value vs. growth investing.

[00:16:39] Retirement portfolio volatility and strategy.

[00:19:52] Why own bonds or bond funds?

[00:23:29] Bond funds.

[00:27:21] Bond market insights.

[00:30:09] Bonds and tax strategies.

[00:34:24] Timing tax payments for advantage.

[00:37:33] Financial planning 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

105 에피소드