New Focus on Wealth with Chad Burton

Are we seeing another real estate bubble? I also discuss financial spring cleaning and why some people should still consider owning bonds


Listen Later

Between low interest rates and cash buyers, is real estate an issue again? Many baby boomers have been cashing in on their Bay Area homes. is this due to great appreciation or smart retirement planning? A recent poll shows almost half of the Millennials are looking to leave since housing and income are nowhere near in sync. So what is a smart way to use your house as part of your retirement plan? What do you do when capital gains taxes are too much to swallow? Other topics include:

  • 6 major steps to ensuring success in retirement
  • Financial spring cleaning
  • Why own bonds at all?
  • REIT’s
  • Reassessing old life insurance policies

 

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

 

...more
View all episodesView all episodes
Download on the App Store

New Focus on Wealth with Chad BurtonBy Chad Burton

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

67 ratings


More shows like New Focus on Wealth with Chad Burton

View all
Rob Black Show by Rob Black

Rob Black Show

150 Listeners

WEALTHTRACK by Consuelo Mack

WEALTHTRACK

266 Listeners

Investing Insights by Morningstar

Investing Insights

495 Listeners

InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

InvestTalk

1,501 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners

Rob Black Show by Rob Black & Your Money

Rob Black Show

43 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

297 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

513 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

564 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

590 Listeners

The Long View by Morningstar

The Long View

884 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

163 Listeners