New Focus on Wealth with Chad Burton

Could a divorce keep you working past 65? I also cover life insurance strategies to consider this November and hybrid equity indexed annuities


Listen Later

Failed marriages among people over 50 doubled from 1990 to 2010, could this be why 1 in 5 Americans are working past retirement age? Turns out these are just a few of many horrible stats linking divorce and unsuccessful retirements. Educating yourself about keeping inherited or gifted assets separate while married may be in your best interest. Other topics include:

  • Gray and collaborative divorce- What can women do to ensure a comfortable retirement?
  • Life insurance strategies, because open enrollment at work may not be the best place to buy this November
  • Next year’s cost of living adjustment to be lowest ever for Social Security
  • Are hybrid equity indexed annuities with income guarantees a good idea?

 

Register for the Quickbooks Connect event where Rob Black and I will be speaking. Use the password: connect to save 50% on the registration fee!

 

Join Rob Black and I at one of our next retirement workshops at the Elks Lodge in Palo Alto. Admission is only $5 to learn about current market conditions, retirement planning issues and estate planning strategies. Click HERE to sign up!

 

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.

 

<>/p

Encore Edition

...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®

516 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