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Chad addresses one of the most important questions that we will face in our lives, “how do you know when you’re ready to retire?” Listen as this episode breaks down the various expenses to consider such as taxes, entertainment, and healthcare in the later stages of life. Listen now and familiarize yourself with the tests you can use to determine your readiness for a happy and successful retirement with Certified Financial Planner Chad Burton.

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Hear the latest from Rob and Chad’s ongoing discussion on all things retirement planning and wealth building. 

In this episode, Chad breaks down his belief in the importance of having 3 years of portfolio draws in cash readily available. Next, Rob seeks insight from Chad on sequence of returns during retirement. Listen now!

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.

Rob and Chad discuss rates of return and how long term investing can provide steady results, even when entering the market at less than ideal times. Check out the latest episode of Joining Me Now!

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now!

Email your money question to [email protected]. 

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

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On this edition of New Focus on Wealth, Chad talks about new legislation that allows people to save for retirement by making student loan payments. Don’t miss this episode as Certified Financial Planner Chad Burton gives you 40 minutes of retirement and tax planning insight to consider for 2023.

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

The latest episode of New Focus on Wealth features a conversation on health in retirement. Don’t miss this insightful episode with Certified Financial Planner Chad Burton as he goes over what he does to maintain a healthy lifestyle that allows him to enjoy the fruits of his labor as he plans for his own retirement. If you’re curious if you’re falling behind on your health, listen now!

Email your money question to [email protected]. 

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

See omnystudio.com/listener for privacy information.