The episode starts with a discussion on the potential rate cut by the Fed and its impact on the market. Chad also highlights the importance of diversifying your portfolio, especially if you are overweight in company stock. He shares strategies for reducing exposure to single company stock and maximizing tax benefits, including the net unrealized appreciation (NUA) tax strategy.

Chad emphasizes the significance of understanding tax brackets and deductions in retirement planning. He explains how to leverage the standard deduction and capital gains tax brackets to minimize taxes and optimize your retirement income. Additionally, Chad provides valuable tips for improving your overall health, including cutting out sugar, processed foods, and alcohol, and incorporating intermittent fasting and infrared saunas.

Timestamps:

[00:01:13] Fed Day and rate cut.

[00:06:28] First home buying challenges.

[00:07:56] Commission-based stock trading.

[00:11:41] Overweight in company stock.

[00:17:22] Net unrealized appreciation tax benefits.

[00:19:19] Endless travel pass.

[00:24:15] Tax planning in retirement.

[00:27:08] Rolling over 401k to IRA.

[00:31:11] Mailing checks to your brokerage firm.

[00:34:07] Dealing with pain and inflammation.

[00:37:58] Diets and health effects.

Email your money question to [email protected]

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