New Focus on Wealth with Chad Burton

Today I go through a list of things that need to happen before we see stock market stabilization and answer the questions of several listeners.


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I express frustration over reporters who act like they are calling market ups and downs, persuading many to mess with their portfolios when they have zero experience in the business. I then go through a “laundry list” of things that need to happen before we see stabilization in the stock market; focusing on Chinese currency stability and an end to their government intervening, Apple's explanation for the slowdown in suppliers and oil causing uncertainties in many companies.

I also respond to several listeners emails:

  • Howard asks if REITs and dividend paying ETF’s are bond replacements.
  • Michelle has 403B and works and lives in California with plans to retire in Nevada. She wants to know what will happen to the state income taxes she has deferred.
  • Aldo asks if I would recommend a revocable living trust to protect his assets when he has no wife or children.
  • If couple draws from social security, interest on cd’s and tax free bonds, and annual stock dividends, is social security taxable at state and federal level?
  •  

    Don't forget to register for our 10 Pillars of Retirement seminar at the Elks Lodge in Palo Alto . Rob Black, Michelle Lerman and I will explain several issues that will increase your chances at an enjoyable retirement. Tickets are only $5 and begins after work at 6:30 p.m. on Thursday, January 28th so click HERE to sign up!

     

    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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