New Focus on Wealth with Chad Burton

I compare immediate annuities and qualified longevity annuities, when to make insurance claims and when to avoid them, CLUE reports and answer some listener’s emails.

Listen Later

I go through the market news talking about Activision buying the company that makes Candy Crush, Tesla’s plans for a more affordable model and Bill Gross’s push for the feds to begin “operation switch” to revive economy. Other topics discussed are:

  • Pros and cons of immediate annuities and qualified longevity annuities.
  • When and when not to make insurance claims.
  • How insurance companies use CLUE Reports.
  • Why the 4% rule could be in danger and why you need 3 years of portfolio draws as safe money.

    • I also respond to listener questions regarding how to allocate $300,000 of safe money, how and when to shop for long term care insurance and handling rental property when approaching retirement.

     

    There's still time to register for our seminar this Thursday, November the 5th at the Elks Lodge in Palo Alto. 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.

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    New Focus on Wealth with Chad BurtonBy Chad Burton
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