New Focus on Wealth with Chad Burton

The Estate of the Union


Listen Later

In today’s episode, Chad Burton talks about estate taxes and how they impact you based on your wealth and your tax bracket. 11.58 million. That’s the benchmark right now for whether or not your heirs will be hit with an estate tax after your passing. How is that going to change under Biden? The wealthy have been paying the lowest taxes in years. You can bet things are going to change. When is it right to move your stock certificates and other assets into a brokerage account in the name of your trust? You’ll find out that and more on today’s episode of New Focus on Wealth with Chad Burton.

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

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

...more
View all episodesView all episodes
Download on the App Store

New Focus on Wealth with Chad BurtonBy Chad Burton

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

69 ratings


More shows like New Focus on Wealth with Chad Burton

View all
InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

InvestTalk

1,501 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,260 Listeners

Investing Insights by Morningstar

Investing Insights

531 Listeners

Rob Black Show by Rob Black

Rob Black Show

150 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

Rob Black Show by Rob Black & Your Money

Rob Black Show

44 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

545 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

678 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,020 Listeners

The Long View by Morningstar

The Long View

925 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

829 Listeners

Ask The Compound by The Compound

Ask The Compound

336 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

47 Listeners

On Investing by Charles Schwab

On Investing

332 Listeners

New Focus on Wealth with Chad Burton by New Focus on Wealth

New Focus on Wealth with Chad Burton

4 Listeners