New Focus on Wealth with Chad Burton

Today I discuss Pfizer merging with Allergan, donating with appreciated assets and donor-advised funds and "Plan B" retirement options.


Listen Later

Today I discuss several market stories including S&P’s best week after an overall flat year and the imminent rate hike from Feds. Pfizer merges with Allergan, moving their headquarters to Ireland as a tax-saving strategy. I explain how to give back using appreciated assets and donor-advised funds. James from Piedmont calls in with some comments on the shareholders involved in the Pfizer and Allergan deal. Maximizing social security benefits by phasing into retirement. Reasons to invest in a living trust. I also go over some “Plan B” retirement options and give some advice to Cindy who is considering a 15 year mortgage at age 50.

 

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.

...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

67 ratings


More shows like New Focus on Wealth with Chad Burton

View all
Rob Black Show by Rob Black

Rob Black Show

151 Listeners

WEALTHTRACK by Consuelo Mack

WEALTHTRACK

266 Listeners

Investing Insights by Morningstar

Investing Insights

497 Listeners

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

InvestTalk

1,501 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

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

Your Money, Your Wealth

778 Listeners

Rob Black Show by Rob Black & Your Money

Rob Black Show

43 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

298 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

516 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

565 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

592 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

163 Listeners