
Sign up to save your podcasts
Or


In this podcast, Chad & Rob, discuss the current earning season and its impact on the market. They note that while reports have been better than expected, there is still an overall earnings decline of the S&P 500. However, the S&P 500 has seen a 14.95% return, indicating a slight pullback from previous levels. The discussion also touches on the importance of comparing the S&P 500 to the Nasdaq. Tune in to gain valuable insights into the financial landscape.
[00:02:20] Tech stocks and market performance.
[00:04:18] Inverted yield curve.
[00:08:51] The order of stock market returns.
[00:11:35] Sequence of returns.
[00:16:20] Shortcut mentality in wealth management.
[00:20:07] Larger portfolios for retirement.
[00:21:47] Portfolio design and alternatives.
[00:25:07] Evolving retirement plans.
[00:29:27] Financial planning in changing times.
[00:32:02] Finding a retirement location.
[00:36:22] Paying off mortgages vs. investing.
[00:38:26] Should I stay retired?
Email your money question to [email protected].
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
By Chad Burton4.3
6969 ratings
In this podcast, Chad & Rob, discuss the current earning season and its impact on the market. They note that while reports have been better than expected, there is still an overall earnings decline of the S&P 500. However, the S&P 500 has seen a 14.95% return, indicating a slight pullback from previous levels. The discussion also touches on the importance of comparing the S&P 500 to the Nasdaq. Tune in to gain valuable insights into the financial landscape.
[00:02:20] Tech stocks and market performance.
[00:04:18] Inverted yield curve.
[00:08:51] The order of stock market returns.
[00:11:35] Sequence of returns.
[00:16:20] Shortcut mentality in wealth management.
[00:20:07] Larger portfolios for retirement.
[00:21:47] Portfolio design and alternatives.
[00:25:07] Evolving retirement plans.
[00:29:27] Financial planning in changing times.
[00:32:02] Finding a retirement location.
[00:36:22] Paying off mortgages vs. investing.
[00:38:26] Should I stay retired?
Email your money question to [email protected].
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

1,499 Listeners

3,249 Listeners

517 Listeners

150 Listeners

815 Listeners

44 Listeners

543 Listeners

697 Listeners

2,022 Listeners

935 Listeners

826 Listeners

337 Listeners

597 Listeners

337 Listeners

3 Listeners