New Focus on Wealth with Chad Burton

I shed some light on the Brexit situation and discuss possible plans of actions to consider


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I put the actual market movement pre and post Brexit into perspective. Is it really as bad as the new makes it sound? Will there be value in US small and mid caps? I then discuss possible plans of action now that the Feds are unlikely to raise rates at all this year. Also discussed today:

  • How Trump and Bernie mirror the Brexit situation and why this is a call to politicians to fix the tax code.
  • What not to do right now with your portfolio
  • Creative travel planning in retirement
  • Elizabeth Warrens’ proposed  “lost and found” retirement savings plan

 

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so 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.

 

July 4th encore edition

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New Focus on Wealth with Chad BurtonBy Chad Burton

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