In this podcast, Chad and Rob discuss various aspects of personal finance, wealth management, and estate planning. Throughout the episode, Chad and Rob delved into topics such as stress testing financial plans, the importance of estate planning, and the evolution of wealth management strategies over time. They also touched on the significance of having a solid financial plan in place to navigate market volatility and potential risks, emphasizing the need for proper asset allocation and risk management.

Additionally, the conversation covered the role of relationships in financial planning, the impact of tax law changes on investment strategies, and the importance of managing wealth effectively to secure financial stability. Chad highlighted the importance of staying informed about market trends, utilizing financial planning tools and software, and making informed decisions to protect and grow one's wealth over time.

Timestamps:

[00:03:02] Stress testing for financial plans.

[00:04:47] Planning for long-term care.

[00:08:55] Retirement planning strategies.

[00:12:54] Reacting to market fluctuations.

[00:17:49] Estate planning.

[00:20:29] Estate planning for younger families.

[00:23:41] Estate planning and heirlooms.

[00:28:49] Estate planning insights.

[00:32:31] Wealth management strategies.

[00:34:30] Geometric mean in wealth management.

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.