New Focus on Wealth with Chad Burton

Rebalancing and retirement income strategies- what is your real rate of return?


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Timing means everything when it comes to rebalancing your portfolio, but how can you keep it simple and still get decent results? How does this affect your retirement income strategy? What do you do when you’re still building wealth? Other topics include:

  • Earnings growth in emerging markets
  • What should you be doing when retirement is 1 year away?
  • Mortgage relief gimmicks on social media
  • Government Accountability Office (GAO) report where an averaged 8 of 26 people receive poor advice that cost them money
  • Can the state really make off with your IRA?
  • How much in liquid assets do you need before you consult a financial planner?

 

 

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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